Wealth Enhancement Group - Boca Raton (FL)

5 /5 Ken: My wife and I have been using this firm before they moved from Woodbury to Melville. We started with them in 2013 mainly because they are fiduciaries and only charge a percentage of our portfolio. There are only 3 people at the Melville office and all have been together since before we started in 2013. The firm has joined the “Wealth Enhancement Group” to access more financial resources. They have kept us well informed via Emails, phone calls and information progress meetings in their offices. Needless to say we have both been very happy using them.

5 /5 Ray Walvis: We were impressed with the 97% client retention of Wealth Enhancement Group. The firm has a local certified financial planner that’s very experienced and knowledgeable. He was very welcoming, respectful and listened to our personal circumstances allowing him to map out a strategy for our needs.

5 /5 Carol Schiffmacher: We are so pleased with how well our investments have done with the Piermont team. Phil and the girls are amazing. We’ve had an incredible relationship with them for years.

5 /5 Joseph Cicali: Phil Cappel and his office staff at Wealth Enhancement Group have made my and my wife’s transition to retirement much less strenuous and stressful and are allowing us to concentrate on enjoying our newfound freedom from working. We never thought much about the need for a financial advisor until we started thinking seriously about actually retiring. While trusting a stranger with one’s savings is not easy, Phil made the whole process of financial advisement understandable and transparent for us. He listened to us and understood our needs. His extensive background and knowledge in finance, tax and law has helped us ease into retirement. He has earned our respect and trust. His office is professional, proficient and caring. Calls and emails are returned promptly and questions never go unanswered, even on weekends. We are glad that we found him and recommend him to anyone needing financial help without any reservations.

5 /5 Jeffrey Marks: My family and I have been clients for many years. This firm is exceptionally knowledgeable, professional, caring and respectful. All of our interactions are handled promptly with friendly phone calls, emails, in person meetings or zoom calls. We highly recommend Wealth Enhancement Group to any age groups.