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Closed today
601 N Congress Ave STE 434, Delray Beach“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.“
“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.?“
“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.“
Closed today
433 Plaza Real Ste 275, Boca Raton“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.“
Closed today
2255 Glades Rd Suite 412-E, Boca Raton“I would highly recommend Tom. He is honest, trustworthy, and knowledgeable. He is also very responsive.“
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“I am so glad we had the opportunity to work with Peter Beck. He is completely on top of his game! Peter is efficient and right on target. Peter was able to answer all my questions and made phone calls to the appropriate companies I was dealing with. Peter even called at home me to make sure I was finishing up the paperwork I had to mail. Peter is the REAL thing! Thank you Peter for being at Pinnacle Retirement Solutions.“