Find the Best 15 Finance services in Boca Raton, FL

Eileen Kennedy Thais has been my advisor for more than 10 years. She has done a fantastic job of managing my accounts and has helped me to have a comfortable retirement. She is also friendly and easy to work with. I highly recommend her as a financial advisor.

Scott Bender Warren and his staff are very professional in the way they conduct their affairs. He takes the time to LISTEN to what his clients have to say, and he understands what they are trying to achieve. He does not make rushed recommendations, and his "game plan" is tailored to each individual. He cares about his clients and does his best to meet his clients expectations.

Luci Forrester Greenwise Financial Solutions. They are a great resource to work with so far.. good manners, great explanations. Very thorough. They really want to help you in the best way they can. They aim to please. I am satisfied with their service.

Patricia Powell Mr Lloyd is very very good at his job. He explained everything so I could understand.He answered all my guestions with easy to understand answers and to my full understanding.He is a very good account representative.

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.

Mark Berkowitz Great investment with high interest rates and relatively low risk. Can diversify investing in notes to keep risk even lower. Its been a pleasure dealing with RICHARD. He is knowledgeable and always there to answer questions. Highly recommend this investment.

Richard Schagrin Our financial advisor is at this location. The Minton Tuzzo Group are extremely professional and knowledgeable. I have recommended many friends and relatives.

Mark Corkum Ive been following Steve & Terry Story. Thanks for your guidances and inspiration. Mark

Chuck Walker Irwin and his team are great to work with. They are true professional with decades of experience!!

Jordan Eaves Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!

Charles Paul Collins Particularly, our family was drawn to Singer Wealth Management and Singer Law, to help us manage our retirement portfolio and estate planning documents. What stood out above several other organizations we interviewed was the Singer Organization did not try to sell us something we didnt need. In fact, they reviewed our documents and financial plans and recommended updates to one estate document out of several to comply with Florida law. Every other organization recommended scrapping everything we had and starting over. To our family, it made all the difference about who to select as a key advisor.

Judy Frost I am very pleased with Eagle Harbor Advisors. Girish Navare has always taken very good care of me and I trust his expertise. All of the staff I have met have been very friendly, knowledgeable and professional. I am grateful to be associated with Eagle Harbor Advisors.

Joel Schackne I have been with Mike Silver since 2008. He and his staff are terrific financial advisors and people. I am extremely happy with my percent returns. I have recommended five other people, who are also invested with his firm

Ralph Cavallo Outstanding customer service. The GPS had issues with T- Mobile cellular data. It is not the phone because I have the latest and newest Samsung S9 plus. I love Morgan Stanley.

Molina & Son Brick Pavers, Inc. The team at Evershore is knowledgeable, responsive, and highly professional. Their guidance and attention to detail have made financial planning and decision-making much more straightforward. They offer valuable insights and take a strategic approach that inspires confidence. Highly recommend their services to anyone looking for sound financial advice and long-term planning support.