Ulin & Co. Wealth Management - Boca Raton (FL)

5 /5 Randy Poulos: My wife and I having been working with Jon since 2009 after leaving IBM. Jon has managed both of our accounts. He has been very reliable and is always available to answer any questions we have had with providing bi-annual reviews to keep us update up-to-date on our portfolios and his services. Definitely would recommend Jon Ulin to help grow your retirement goals.

5 /5 Jana Wachsler: Jon takes care of multiple generations of my family, from my mom down to the initial small investments of my children. He has proven strategies to ensure that we continue to prosper, even through these very uncertain times. In other words, hes a smart dude.

5 /5 Andy Wenzel: I have been fortunate to know Jon Ulin for over 20 years via another colleague and, when it came time for my wife and I to begin working with him ourselves, there was no hesitation on our part. Jon and his staff have made themselves available whenever we have needed them, assisting us not just with our retirement planning, but also with some excellent referrals for services outside of what they provide. Jon explains things well and is very patient and clear when answering our questions. Our regular reviews of our financial picture, our goals, what we should be working on/need to prepare for in our future retirement...all of these keep us on the path we need to have a very bright future in front of us.

5 /5 Nancy Schatz: Jon has been our financial advisor for 15 years. We have enjoyed the experience due to his professional, comprehensive and friendly approach. His caring and concerned attention keeps us informed and educated. We are very satisfied with our results.

5 /5 Edward Schatz: Jon has been managing our investments for 15 years and has always met our goals for returns. His recommendations for our portfolio are always thoroughly researched and he insures that we understand the details of our accounts. Jon is personable, easy to work with and has impeccable credentials. Were very satisfied with the services that he provides and never have any worries, as he always puts the best interests of his clients first......