Financial Planners in Boca Raton

“My wife and I were looking to get a free meal at a retirement seminar at one of the local steakhouses here in Boca, but we came out of that dinner with so much more. We left with a wealth of knowledge and ultimately a one on one meeting with a financial team that listened to our needs and helped us achieve our life goals. Don't let Shaun and Michael's young age (compared to us old folks) fool you. They really know their stuff having been around the financial block more than a few times, and are a real class act to boot! They have helped us with everything from tax-planning to making our retirement funds grow. The whole Weathcare team operates as a well oiled financial planning, money saving, and money making machine. We look forward to office appointments because we always leave well informed with a smile on our faces, and a bunch of Lindt chocolate balls in our bellies! Kudos to Shaun, Michael, and the rest of the WellCare team for helping to make our imminent retirement years less stressful.“

“Tom has helped me immensely and is getting me on track. The software he has allows you to see a full snapshot of your life and finances. He has helped me regain control of my finances and set up a plan for my future success not only for me but also for my family. Can’t say enough good things about him and his team!“

“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.“

“My wife & I have worked with Joe for over 15 years, going back to his Wells Fargo days.
His strategic, disciplined approach to his craft, along with the ability to educate & simplify the market, especially to a novice like myself, is a combination that is nothing short of professional & conscientious.“

“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.“

“I have been with Mike Silver since 2008. He and his staff are terrific financial advisors and people. I am extremely happy with my percent returns. I have recommended five other people, who are also invested with his firm“

“Matt and Kathleen did an amazing job helping us sell my Dad’s home after he passed away. They were extremely professional and responsive to all our needs, and they were vast as Dad had lived in that home for 40 years. They presented the property in its best light and we were under contract within a week. Truly a team that is easy to work with, quick to respond and help in any/all ways possible.“

“I have been a very happy and satisfied client of WRS since 2012. Mr. Bose and his team members are always available to discuss one's concerns. I am someone who always needs financial help, so I appreciate their assistance so very much. They are very honest and always act for the best interests of their clients. They represent the utmost integrity. I recommend them to everyone with the highest level of confidence.“

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“The guy i spoke with on friday Feb 7 th. Sounded very careing ,professional and friendly with a very courtious demeanor Thanks to him because he listened and cared about what i said!“

“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.“

“Josh Feller is stellar! Our family has been the beneficiaries of Josh’s guidance for a decade! We appreciate his approach to helping us to manage our finances and long term investments. Thank you Josh!“

“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.“