9AM - 4:30PM
2351 NW Boca Raton Blvd Suite # 100, Boca Raton8:30AM - 5PM
4800 N Federal Hwy #210a, Boca Raton“Great service, don't feel pressured. Trust them. But more importantly, they have made me a lot of $ in the last 7 years.“
9AM - 5PM
4800 N Federal Hwy Ste D200, Boca Raton“Great experience with Scott Miller. We were referred by family members. He is a wealth of knowledge and taught us a lot about investing our money and things to get into like life insurance, retirement plans for us and our company.“
8AM - 7PM
2424 N Federal Hwy # 311, Boca Raton“The most amazing financial advisors! The best we have worked with no matter how big or small the other investment firms were. Personalized service, full-service expertise, world class professionalism, highly educated, strong reporting and overall great asset planning from beginning to end.“
9AM - 5PM
2255 Glades Rd Suite 412-E, Boca Raton“I would highly recommend Tom. He is honest, trustworthy, and knowledgeable. He is also very responsive.“
8:30AM - 7PM
1900 Glades Rd Suite 354, Boca Raton“It is reassuring to know my investments are overseen by a reputable team that has integrity and recognizes what meets my comfort and goals. Richard Koblick is incredibly personable.“
9AM - 5PM
1200 N Federal Hwy #200, Boca Raton“A trustworthy and knowledgeable wealth management practice. I would highly recommend this firm.“
“Jason Weinrich is truly unique. I'm sure there are lots of good advisers out there who can help you earn a lot of money. But Jason takes financial planning and investing to a whole new level because of his unique perspective on building a REAL relationship with his clients. He puts in real time with people that helps him to truly understand your goals, and he NEVER pushes anything on you that you don't want.I could not recommend Jason and his company any higher. If you want to invest the right way, with the right people, call Jason now. You will be so happy you did.“
“I've met Noah Wills three months back and while working with him I learned a lot about the importance of financial planning and management. Their team is helpful and work with patience and persistence. All I want to say that Fortuna Wealth team is incredible and best in their craft.?“
“Since starting my relationship with Weingard Wealth Management, my financial life has been clarified and planned in a manner for which I am very grateful.They lead a tremendous practice with trust and integrity, always putting my best interest first.Nancy, Rob and Aron have an elevated level of sophistication carefully integrating financial, personal, tax and estate considerations.Most importantly, I am so proud to be a client of Weingard Wealth Management because I am with people that truly care about me and my future.“
“Benchmark was a wonderful place to work both in terms of professional development and culture. I’ve worked for several financial planning and investment firms in the past. Honestly, I have seen so many underhanded activities, such as advisors charging high commissions or selling products clients did not need.
The advisors I worked with at Benchmark had integrity. It’s a smaller firm, so advisors are able to work closely with clients and build relationships. The advisors were honest, reasonable, and genuinely cared about each client. If I weren’t a Financial Planner myself, I would consider hiring Benchmark. They look your complete financial picture—they don’t simply sell products like everyone else.“