Wealthcare Financial - Boca Raton (FL)

5 /5 gale murry: Michael Boggiano and Shaun Tarzy have been my financial advisors for several years. They are a perfect team, and are always willing to met with you, and answer any questions or concerns that you may have. They are very supportive and willing to provide recommendations based on your individual needs. Shaun and Michael are very professional and knowledgeable. They provide the appropriate steps and strategies needed towards financial freedom for your retirement years.

5 /5 David Traficante: Highly recommend Wealthcare Financial, very happy with their services. I have been working with Shaun and Mike for about 3 years now after being recommended to them by a friend. They have been helping me with my financial planning since graduating residency. Great guys, trustworthy and knowledgeable. Easily accessible and quickly answer financial questions I have. They coordinate with my CPA to help make the best decisions for me. I always feel they have my best interest in mind. I am very grateful to have these guys on my team and I am in a much better position now than I was 3 years ago.

5 /5 Steven Blaustein: My wife and I were looking to get a free meal at a retirement seminar at one of the local steakhouses here in Boca, but we came out of that dinner with so much more. We left with a wealth of knowledge and ultimately a one on one meeting with a financial team that listened to our needs and helped us achieve our life goals. Dont let Shaun and Michaels young age (compared to us old folks) fool you. They really know their stuff having been around the financial block more than a few times, and are a real class act to boot! They have helped us with everything from tax-planning to making our retirement funds grow. The whole Weathcare team operates as a well oiled financial planning, money saving, and money making machine. We look forward to office appointments because we always leave well informed with a smile on our faces, and a bunch of Lindt chocolate balls in our bellies! Kudos to Shaun, Michael, and the rest of the WellCare team for helping to make our imminent retirement years less stressful.

5 /5 Elodie Lariviere: I have been working with Shaun Tarzy at WealthCare Financial on my Financial Planning and can only speak highly of him. Shaun is extremely professional, approachable and knowledgeable. Shaun makes sure he answers every questions I have and does not hesitate to spend additional time with me to ensure he goes through all the details that we need to cover. He is always prompt and available for me and I trust him with every financial decisions I make. I am looking forward to work with him for the years to come.

5 /5 Seth Weinstein: Shaun Tarzy of WealthCare Financial has been my financial advisor for over 7 years. Since our very first sit down, he has always taken the time to design and explain a specific game plan that works for me and my family. Through the years, Shaun has consistently availed himself to answer my questions, whether by phone or text. I highly recommend him to anyone looking to better plan for their financial future. There is no one else I would trust with my financial planning.