“Hunter has been a pleasure to work with. He is extremely knowledgeable and does his due diligence to help us make sound financial decisions for both our family and our business.We will be working with Hunter for many years to come. Highly recommend!”
9:00 AM - 4:00 PM
7000 W Palmetto Park Rd, Boca Raton
Financial Advising
“A cigar bar that we visited very nice the people were really nice and stayed open on New Year's a little bit for us to stay there we enjoyed ourselves thank you so much.”
“This confidence and trust has been what I have craved for in an expert trader for years now and I am so happy to finally get all this from you Mrs Peggy Abbott for you have proven all what I have heard about you is the true, by investing $500 with Mrs Peggy Abbott I made $6050, it not the profit alone I am glad about but the instant withdrawal into my bank account, I am forever grateful and will tell the world about you, get in touch with her on”
“Sofia Trevino went above and beyond yesterday to help me and my daughter settle an account. She would not stop in pursuing avenues to come to a resolution which we did accomplish. She is smart, personable and really cares about her clients. I would honestly give her 10 stars!! Thank you Sofia.”
“I’ve been working with Lee Fine, my advisor at Charles Schwab, and I couldn’t be happier with the experience. Lee is always available when I need him, and on the rare occasion he’s tied up, his assistant steps in immediately so I never feel unsupported.
He recently helped me successfully move all of my accounts from Coastal Wealth, and the entire process was smooth, professional, and handled with complete attention to detail.
I’m truly impressed with his responsiveness, expertise, and the level of service I receive. I feel confident and well taken care of, and I’m very happy to have Lee as my advisor.
Highly recommended!”
“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, he's a smart dude.”