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8:30AM - 5:30PM
301 Yamato Rd #3150, Boca Raton
Investing
“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.”
“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.”
“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.”
“Great experience overall. Everything was handled professionally and with attention to detail. The quality exceeded expectations, the process was smooth, and it’s clear there’s pride in the work being done. Would definitely recommend and would gladly use again.”
“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!!!”
“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!”
“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???”
8:30AM - 5PM
150 E Palmetto Park Rd #100, Boca Raton
Investing
“Jarrett took fantastic care of me today. Professional, patient, attentive, and a positive attitude. The office was clean and people had great attitudes with a smile on their faces!
Ignore any negative posts, if I could rate them with more stars, I would!”
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“I have worked with Jon Ulin, CFP, and his team at Ulin & Co. Wealth Management in Boca Raton for nearly 10 years.
After decades running my own medical practice, I value consistency and accountability. Jon and his team deliver that in every interaction.
Markets have had their ups and downs, but his disciplined approach has produced steady results and peace of mind. As I approach retirement, having a trusted fiduciary focused on long-term outcomes, risk management, and comprehensive planning has been critical.
I highly recommend Jon and his team to anyone seeking an experienced, independent wealth management firm in Boca
Dr Ian”