Expertise.com

Best Financial Advisors in Boca Raton

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
5355 Town Center Rd. Suite 401, Boca Raton, FL 33486
Boca Raton, FL 33486
  • Insurance Products
  • Financial Planning

Lincoln Financial Advisors is an independent broker-dealer and registered investment advisor that assists professionals, executives, business owners, and retirees in Boca Raton and the surrounding areas with their financial planning needs. Whether a client is investing to build wealth, protect his family, or preserve his assets, the company's financial advisors provide sound financial strategies. Its team consists of financial professionals with various designations like Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Retirement Planning Counselor.

5355 Town Center Rd. Suite 401, Boca Raton, FL 33486
Boca Raton, FL 33486

Website(561) 869-6401

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

385 Northwest Executive Center Drive #100, Boca Raton, FL 33431
Boca Raton, FL 33431
  • Finance Planning

Marmorstein Wealth Management is a full-service financial planning and investment advisory firm serving Boca Raton. It provides an array of services, including estate and retirement planning, college education funding, investments, and dynamic portfolio management. It assists clients in developing customized plans and recommending different investment vehicles, such as insurance and securities. Its founder Warren A. Marmorstein is a certified public accountant and previously worked as a senior manager at the accounting firm Arthur Andersen & Co. for six years.

385 Northwest Executive Center Drive #100, Boca Raton, FL 33431
Boca Raton, FL 33431

Website(561) 251-0377

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

1801 N. Military Trail Suite 120, Boca Raton, FL 33431
Boca Raton, FL 33431
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Nichols Wealth Partners is a firm serving Boca Raton. It offers customized financial planning services to help clients handle their finances and prepare for life situations, such as meeting children’s education expenses, making purchases, or saving up for retirement. It helps them navigate the process from assessing their clients’ financial situation, managing cash flow, creating plans tailored to their needs, constructing portfolios, and integrating asset allocation, to addressing risk management. Nichols Wealth Partners has formed a partnership with Carson Group, an investment planning firm.

1801 N. Military Trail Suite 120, Boca Raton, FL 33431
Boca Raton, FL 33431

Website(561) 939-8323

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1515 S Federal Hwy, Boca Raton, FL 33432
Boca Raton, FL 33432
  • Estate Planning

Singer Wealth provides financial advice and strategies to the community of Boca Raton. The investment advisory firm offers its clients three ways to plan for their future: growing their assets, preserving them, or giving to the people and causes they care about the most. Its portfolio of services covers IRA/401k rollovers, annuities, retirement income strategies, asset protection strategies, and IRA legacy planning. Keith Singer became a certified financial planner in 2000 after years of helping clients with probate disputes as an attorney.

1515 S Federal Hwy, Boca Raton, FL 33432
Boca Raton, FL 33432

Website(561) 998-9985

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1900 NW Corporate Blvd. Suite W215, Boca Raton, FL 33431
Boca Raton, FL 33431
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

The Miller Financial Group is a team of independent financial advisors based in Boca Raton. Through its proprietary LifePlan Design Process, the team designs comprehensive financial plans that help individuals and families achieve their goals and control their finances. It also offers personalized investment profiles to optimize performance with consideration of clients' risk preferences. Robert Miller, founder and CEO, has more than 30 years of experience in the financial services industry. He is a Certified Financial Planner.

1900 NW Corporate Blvd. Suite W215, Boca Raton, FL 33431
Boca Raton, FL 33431

Website(561) 353-3700

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you