Financial Advising in Boca Raton, FL
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
8 locations found near Boca Raton
Filters
-
301 Yamato Road Suite 3150, Boca Raton FL 33431
“We have worked with Jon Ulin and his team for nearly 14 years. We chose Ulin & Co. Wealth Management because we wanted a local, independent fiduciary wealth management firm with personal attention, while keeping our assets at Schwab and Fidelity. As a family business owner and a physician approaching retirement in Delray Beach, our financial needs have changed over the years. Jon, a Certified Financial Planner, has helped us with retirement income planning, tax strategies and fee-based investment management. We have been very happy with our results. What has always stood out is the personal service. Jon, Melissa and the team are professional, responsive and easy to reach. They provide the kind of concierge-level attention you might expect from a great concierge medical practice. After 15 years, we truly feel like family rather than another account. We sleep better at night knowing we have an experienced team looking out for us. We highly recommend them to anyone in Delray Beach, South Florida or nationally looking for a financial advisor and team who values personal attention, long-term relationships and great service.”
-
7301 West Palmetto Park Road Ste 110C, Boca Raton FL 33433
“There is no need to look any further for an accountant. I've been through every scenerio with accountants that never filed, or aren't helpful/responsive... once i found Tony and Laura my worries dissolved.I am a firm believer in supporting family owned businesses and I know from experience that they are outstanding with their professionalism, quality of service, and I absolutely LOVE that they are digital and up to date with their methods. Tony has been an amazing guide to help me do things correctly with my company, the do's and dont's & pair that with Laura who just follows through with everything... you will sleep peacefully at night!Five stars - and wish i could give them TEN!!!”
-
621 NW 53rd St Ste 240, Boca Raton FL 33487
“The transition from J.Jay to Jorge and Ken was very smooth. I appreciate their openness and honesty and helping us do what’s best for us! As our needs shift away from college and towards retirement we have been provided many great options. Always great advice! Thanks!”
-
6501 Congress Ave #100, Boca Raton FL 33487
“Rick is the best tax accountant I have used. Rick is incredibly courteous, does what he says he's going to do on time, and most importantly was very meticulous in going through my books and educating me on the different credits I qualify for and why. Rick educated me on all the appropriate forms I am supposed to be filing and helped me put them together. I will certainly be back!”
-
7000 West Palmetto Park Road Suite 100, Boca Raton FL 33433
“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.”
-
Caplen Building, 7300 North Federal Highway, Boca Raton FL 33487
“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”
-
150 East Palmetto Park Road Suite 100, Boca Raton FL 33432
“I have my accounts for more than 10 years. With very strong Spanish accent, I visited different locations. The employees are very professional and respectful even when I call them. I'm respectful and courteous to others, generally is the same treatment I received back from them.”
-
1 Town Center Road, Boca Raton FL 33486
“The Constantine Group headed by Steve is a paragon of excellence in the financial industry. Steve's advice which comes from several decades of experience has proven to be invaluable. Could not be happier.....”
