Investing in Boca Raton, FL
9 locations found near Boca Raton
View Map
Investing
Investing
Investing
“I started working with Jon in 2006, when he helped put together my financial plan first and eventually began managing my portfolio. He is very professional, thorough in his analysis and recommendations. We both took time to understand each other and it continues to be a wonderful partnership, setting the right expectations and meeting and/or exceeding them.”
Investing
“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!”
Investing
“This bank at this location has been much better than any others such as bank america, TD, chase, etc. of course as with all banks different locations have different workers, So experiences will vary, but everyone at this location has always been super helpful and friendlier than any other banks I have had in Boca over 20 years. TD and Chase are pretty good in Boca but TD always was horrible in Deerfield, and Bank of America is terrible every location. Again this PNC branch is TOP level.”
8:30AM - 5PM
150 E Palmetto Park Rd Ste 100, Boca Raton
Investing
“Called about taking a distribution. Quickly handed off to the correct person. Brief and focused discussion decided a form was necessary. Receive by email within minutes. Great service !”
Investing
“I have all my accounts there and was turned away at the Boca branch (2400 N federal) I always get an attitude when ever I go there. I wanted to open an account for my daughter on 8.21.20 who worked all summer and was turned away because they said I needed an appointment. I went to the branch at 18th and Powerline ( Boardwalk) an was happily taken care of by Christine and Amy. Christine greeted me at the door, although I would have needed an appointment she was very happy to help my daughter and I. - I will never go back to 2400 North Federal highway. They lost my business as well when I opened up a business account with the Deerfield branch on Hillsborough with Javier who took very good care of me, I was shunned with a bad attitude at the 2400 North Federal highway branch a while back. The 18th Street and powerline branch is very clean and inviting with very nice employees!!! I will surely go there always. Do not visit the 2400 North Federal highway branch they are miserable!!”
Investing
“I have been an investor with Fidelity for decades. Recently I decided to move more assets to them. They have an excellent team in Boca. Everyone there is friendly, knowledgeable and has patience.”
Investing
Investing in The Nearby Cities
Related Categories
You May Also Like
-
Wells Fargo
10 Locations -
PNC Bank
7 Locations -
TIAA Financial Services
3 Locations -
Raymond James
3 Locations
“By far best broker I've ever had for future trading. Never had any issues, best customer support, super fast response and Jake is outstanding. All in all a true 5 star broker.”