Investing in Boca Raton, FL
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10 locations found near Boca Raton
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1200 North Federal Highway Suite 300, Boca Raton FL 33432
“I can't say enough about how great Optimus Futures and Jake Montag in particular have been to work with. They have a reputation for excellent customer service and have definitely exceeded my expectations. If you're trading futures and looking for low commisions and margin rates as well as exceptional customer service, I highly recommend them.”
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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.”
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1750 Clint Moore Rd, Boca Raton FL 33487
“I have always been one to take challenges and take risks to win. I take into account the possibility of risk when faced with an investment, but the results I have obtained with this company have been better than expected.”
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2600 North Military Trail, Boca Raton FL 33431
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5301 North Federal Highway Suite 215, Boca Raton FL 33487
“I've been around Boca long enough to know when a business is all talk and when they actually deliver. Most companies act amazing until something goes wrong, then suddenly nobody answers the phone. That's why I was honestly shocked by how smooth everything was working with Securiet Wealth Management. Lana and her team treated me like family from day one, not just another account number. They took the time to explain every investment, retirement move, and long term financial planning strategy in a way that actually made sense without all the Wall Street nonsense. What impressed me most is how available they are. Whether the market is up, down, or completely chaotic, somebody from the office always answers and actually knows what they're talking about. That level of professionalism is rare with a financial advisor in Boca Raton these days. If you're searching for wealth management in Boca Raton, retirement planning, investment management, or just a trustworthy financial advisor near me, Securiet Wealth Management is the real deal. After years of bouncing between advisors that overpromised and underdelivered, I can finally say I found a team I genuinely trust with my future. Lana and the entire staff are absolutely top tier.”
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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.”
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2400 N Federal Hwy, Boca Raton FL 33431
“Greg, Claude, and Kimberley were on staff and helped us today with calm, consultative action, relieving us of any extra stressors. They heard our requests and empathized with our situation. They all deserve a raise!!!”
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6943 SW 18th St, Boca Raton FL 33433
“Christine was extremely nice to work with. Especially since some on else had an appt with me ansd was out to lunch at the time of my appt, 2 hrs before close..what???”
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2400 North Federal Highway, Boca Raton FL 33431
“Everyone here at this branch is absolutely amazing!!! I’ve been coming here for about 3 years and the service has always been top tier. Special shoutout to Michelle, she always takes the best care of me!”
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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.....”
