Connect with Top-Rated Financial Planners in Boca Raton!

Rubin Wealth Advisors is a financial services company that provides personalized wealth management solutions to individuals and businesses. Our team is committed to helping clients navigate the path to financial success through customized financial planning, investment management, and retirement planning services. With over 140 years of combined experience, our investment committee manages over $890 million in assets under management (AUM). Our team is comprised of highly experienced professionals with certifications including CFA, AIF, CLU, and ChFC. We operate on a fee-only basis, always putting our clients' interests first.

Marmorstein Wealth Management is a reputable financial advisory firm that offers comprehensive wealth management solutions to high net worth individuals. Our team of experts provides personalized financial planning, investment advice, insurance, annuities, tax planning, and estate planning services to help clients achieve their financial goals.

As independent financial advisors with decades of experience, we develop a customized strategy to help small business owners, retirees, and families grow and protect their finances. We offer a range of services including 401(k) plans, group benefits, retirement income planning, and more. Our team approach helps individuals and families manage their wealth and reach their personalized financial goals.

Sussman Financial Planning offers all-encompassing services for our clients. As the most respected financial advisory firm in downtown Fort Lauderdale, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. From growing your wealth to planning for your family's future, Sussman Financial Planning is Fort Lauderdale's preeminent investment advisor. Whether you are a veteran of success or are just starting to manage your portfolio, Sussman Financial Planning can help you achieve your goals and surpass them in time. Our top priority is to serve our clients first, last, and always. We believe our clients appreciate the value we offer and our personalized attention.

Bolko & Associates is a financial services firm that provides expert consulting, accounting, tax planning, and business formation services to businesses of all sizes. Our team of experts helps business owners achieve their financial goals by providing personalized services tailored to their unique needs and goals.

Singer Wealth Advisors provides innovative financial strategies designed to help clients fulfill their passions and achieve their financial goals. With a focus on low-cost equity models, private real estate, and private credit funds, the firm offers a range of investment options to suit individual needs. Their team of experts is dedicated to helping clients create a customized plan for their ideal retirement, taking into account their current financial situation, risk tolerance, and goals. From risk assessments to retirement readiness checklists, Singer Wealth Advisors is committed to providing comprehensive guidance and support throughout the financial planning process.

At Indian River Financial Group, we believe that it is your financial goals, your life aspirations, and your risk profile rather than a passing view of the markets that should drive your investment strategy. We manage assets for individuals and families, providing investment management, and financial planning services. We offer a fee-based comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients' wealth by delivering an unprecedented level of personalized service and expertise. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

At Jurick Financial Services, we provide financial planning and wealth management services to help individuals and families achieve their financial goals. Our team of experts will work closely with you to understand your needs, wants, and long-term goals, and develop a personalized strategy to help you achieve financial dignity. From retirement planning to college planning, we can help you navigate the complexities of personal finance.

Financial Trust Asset Management is an independently owned boutique investment management firm specializing in active and passive investment solutions for individual investors and investment professionals. We offer personalized financial solutions to help you achieve your unique goals. Our expert advisors provide a range of services, from retirement planning to investment management, tailored to your financial needs. We empower investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized solutions. Learn More.

Alter Retirement Planning is an independent, locally based financial services firm founded by Richard A. Alter. The firm specializes in portfolio management, retirement planning, IRA rollovers, and lump sum investments, providing sound, independent financial advice and high-level service. Since 1989, they have helped clients achieve their personal and financial retirement dreams. The advisors focus on providing conflict-free advice and counsel on investments to help clients reach their personal goals.

Ulin & Co. Wealth Management provides comprehensive advice, service, and the results you need to help reach and maintain your financial independence for the long run. We've worked with many affluent families, individuals, and retirees as their "CFO" and advocate. Our firm provides fee-based wealth management and financial planning expertise, which includes retirement income, tax, insurance, and estate planning strategies that align with your unique goals and ambitions.

United Team Tax & Financial Planning is a tax consulting firm that provides tax planning and preparation services to individuals and businesses. Our goal is to help our clients lower their taxes and increase their wealth through careful financial planning and sound financial advice. With over 10 years of experience, our team of experts offers personalized service to ensure that our clients achieve their financial goals.

At Legacy Wealth Advisors, we focus on comprehensive wealth management, helping retirees and pre-retirees build a plan for a secure retirement. We take a holistic approach, considering our clients' financial goals, risk tolerance, and standard of living. Our team of experienced advisors provides transparent, seamless, and proactive services to help our clients achieve peace of mind and maintain their standard of living in retirement.

Ted Bernstein Financial Planners is a family-owned business specializing in financial services, providing cutting-edge insurance solutions and succession planning strategies to high net worth individuals, families, and businesses. Located in Boca Raton, Florida, we serve clients worldwide, offering expertise in life insurance and annuities for retirement planning, succession planning, and wealth transfer. With over 25 years of experience in the industry, we pride ourselves on building strong relationships with our clients, providing customized solutions and exceptional service.

True North Financial Advisors is dedicated to helping clients navigate the complex financial landscape by providing comprehensive financial planning and investment advisory services. Our team, led by Stephen Ostrofsky, CFP, and Ronald Mercatante, is committed to creating personalized financial plans tailored to each client's unique goals and circumstances. Our process includes defining, analyzing, strategizing, identifying sources and levels of risk, identifying client assets, and implementing a division of responsibilities between clients and advisors. We believe in full disclosure and transparent compensation practices, ensuring that our clients' interests are always at the forefront.

Welcome to Shevak Financial Services The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices. As an Investment Adviser Representative with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to manage them.

Innovative Wealth Management is a financial planning and wealth management company dedicated to creating personalized investment strategies for our clients. We offer a range of services including investment management, retirement planning, and estate planning, all designed to help our clients achieve their financial goals and secure their financial futures. Our experienced team of experts works closely with each client to understand their unique needs and create a customized plan that meets their goals and aspirations. With a focus on excellence and a commitment to our clients, we strive to provide the highest level of service and guidance to help our clients achieve financial security and peace of mind.