Find the Best 18 Finance services in Boca Raton, FL (Part 2)

Audrey Elmore Jarrod helped me with restructuring my settlement. he was patient and understanding throughout the whole process, he took the time to write up different plans for me so that i could figure out what one would be best for me, he stayed in contact throughout the whole process which took about a month. i’m very happy with the outcome, thank you Jarrod and Black Square Financial!

Darryl Randall Stuart Chamberlin was simply amazing to work with! Super well organized and he was very patient with us as we worked through the various products to assist us in retirement. While he is an expert and really knows the ins/outs of all the financial instruments, his special talent is tailoring his approach to each individual client so they get to exactly where they need to be........big thanks to Stuart and will do more biz going forward.

Genesis Gavilanes Prime finance made my whole experience when it came to my financial decisions and making my future plans easy and very informative. They were constantly attentive and supportive. Big thank you to my mentor Jordan Garcia, he made me feel secure throughout my whole journey and never failed to educate me in what was going on and what path is in my best interest. Prime finance group is a great place to choose when wanting any financial guidance, they’re trustworthy and the most generous group I’ve joined. 110% recommend, you won’t be disappointed. Everyone in the team is great but ask for Jordan and tell him Genesis sent you his way. Thank you prime finance for everything, I’m very appreciative, you guys made my whole situation so much easier.

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.

Molina & Son Brick Pavers, Inc. The team at Adelson Group has been an incredible resource in helping me feel more confident about my financial future. They are knowledgeable, professional, and truly take the time to understand your goals and needs. I really appreciate their thoughtful guidance, consistent communication, and ability to explain complex financial matters in a way that’s easy to understand. Its clear that they genuinely care about their clients’ long-term success. If youre looking for a trustworthy and experienced advisory team in Boca Raton, I highly recommend the Adelson Group!

Brandi Romero Great advice from Steven!!!

Michael Newman I started working with Alex back in 2019 and I’m really glad i did! Alex not only helps me manage my retirement account but has helped me learn about my finances in general. I would highly recommend working with either Alex or Art. I have only had positive experiences personally, and many times they’ve helped me make important financial decisions that have come up in life. Lastly, i wanted to say that both Alex and Art are very trustworthy people, very personable, responsible, and knowledgeable when it comes to investment solutions. This is something that you can’t really put a price tag on - especially knowing and being able to trust that your retirement savings’ are in good hands.

Dan Hulsey Tom has helped me immensely and is getting me on track. The software he has allows you to see a full snapshot of your life and finances. He has helped me regain control of my finances and set up a plan for my future success not only for me but also for my family. Can’t say enough good things about him and his team!

Eric Keiles I never expected that my financial advisors would be such an integral part of my business and familys "team". The crew at Miller Financial Group took us through the LifePlan Design Process and it opened our eyes to all of the possibilities we could take advantage of for a more "favorable financial future" (thats they way they say it). If you are thinking about working with them, just go. I recommend them without hesitation.

John Daniel Halicek The guy i spoke with on friday Feb 7 th. Sounded very careing ,professional and friendly with a very courtious demeanor Thanks to him because he listened and cared about what i said!

Walter Pach Great customer service. They really go above and beyond!

Jake Bursk Ive known Harrison for over 5 years and have been a client of his for quite a while now. I couldnt be more impressed with how professional and dependable he has become in his role as an advisor. He took the time to understand my financial situation and created a plan that was specific to my goals. He genuinely wants to see his clients do well and is passionate about the work he does. He is knowledgeable, creative, and a great friend. Im very happy to be working with Harrison as my advisor!

DUNDEE gouin This company is nothing short than amazing, and Striano Financial Group is first class. They put their clients first in every aspect, and deliver with confidence. If you’re looking to work with a financial advisor, or for a career at Northwestern Mutual look no further. As a career changer I was not well versed in the financial arena, but had a passion for helping the community and to make an impact. At Striano Financial Group you’re able to do just that, and are provided with training to equip you with tools and knowledge to accomplish this calling. The best way I can describe our culture at this firm is in one word family. I say that because family doesn’t always mean that things are sugar coded and sometimes the truth hurts, but whats for sure is that a family will always be your biggest cheerleader and will always want what’s best for you. I’m forever grateful to be given an opportunity to work for Northwestern but more specific to be part of the this special agency the Striano Financial Group.

Janet Deixler This group pays Individualized attention to clients based upon the clients’ goals, intentions, risk-tolerance and specific special needs. They care about my family on a personal level as well as a financial level. I know others –who had worked with other financial advisors previously--who now use this group and they have been extremely pleased with the care, attention and personalized advice they have received. These people are happy with the sophisticated planning they receive from Nancy, Robert and Aron. Finally, it is comforting that they have multiple generations of planners at Weingard Wealth Management, because we know our family’s financial future has a future with them.

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.

Steve Holidayworld I’ve been with NFSG for several years as a client of John Zaffarano’s. When I first opened my account it wasn’t anything close to special enough to warrant attention. John was accommodating, honest and candid about what could happen given time and perseverance. Over time the numbers improved and we were closer to achieving our long term goals. His advice of focusing on realistic goals and expectations, keeping to a long term plan worked well for us. Throughout the process it’s not only been John, the support team from day one hasnt changed and they are aware, responsive and professional. It’s wonderful being retired now and not having to worry about financial security. Thank you John