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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.”
“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!”
“I had the pleasure to speak with Adam Aiken about my extended warranty. The contract expired 11/24 so I was not eligible for the coverage. Adam was very helpful with the information he provided about my 2017 Hyundai with the “death code” 1326. I understood my coverage has expired. Adam helped my wife and I better understand our options with our useless Hyundai. Sometimes in life we don’t always hear what we want but it’s important how the news is delivered. Adam is an asset to the JM&A Group. The next time I purchase an extended warranty JM&A is who I’m going with.”
“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.”
“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”
“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!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“These guys were awesome Paul was very understanding and is very good in his job, He explained all the details.We were very very pleased also with help from other staff members.I highly recommend creative tax.We are preparing them to prepare our taxes for next year Thanks Paul.?”