Expertise.com

Best Financial Advisors in Boca Raton

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Providers

Last updated:

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Boca Raton, FL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Boca Raton, FL

Why choose this provider?

Need help contacting a Financial Advisor in Boca Raton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

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

Why choose this provider?

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.

Reputation:

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.
4.9
Google
4.9 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (6)

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the tax advantages for Boca Raton charitable trusts?

    The Boca Raton charitable trust grantor may be eligible for an income tax credit on the assets they contributed to the trust. This will be based on the assumed present value of the residual interest that will eventually be donated to charity. Trust assets are also not liable to estate taxes upon the death of the grantor. Lastly, trust assets that have increased in value are exempted from capital gains tax.

  • What prerequisites must one meet in order to be an accredited investor in Boca Raton?

    The SEC has delegated to investment firms in Boca Raton the task of verifying if a potential investor is accredited. An individual must have a net worth of above $1 million, excluding their primary residence, in order to be accredited. Additionally, the investor must have earned more than $200,000 alone or $300,000 with a spouse or partner in each of the two years prior and have a reasonable expectation of continuing that trend in the current year.

  • What happens if you take money out of your tax-deferred investments in Boca Raton before you turn 59 1/2?

    When taxable funds are withdrawn from a tax-deferred retirement plan before the age of 59 1/2, Boca Raton residents will be subjected to a 10% federal tax penalty. Some distributions exempted from this penalty tax include those made to qualifying disabilities, medical insurance, unreimbursed medical expenses, beneficiaries, and first home purchases.

  • What tax differences exist between Boca Raton's mutual funds and ETFs?

    Since the majority of mutual funds are permitted to trade securities in Boca Raton, the fund's shareholders may get dividend or interest income, as well as a capital gain or loss. In contrast, you will only ever have to pay capital gains tax on an ETF when you sell the investment.

  • Are Boca Raton financial advisor fees tax-deductible?

    Investors in Boca Raton were previously allowed to use itemized deductions for various expenses to lower their taxable income. However, beginning with the 2018 tax year, the Tax Cuts and Jobs Act was imposed, removing tax deductions for financial advisor fees. This modification to the tax code will stay in place until 2025, along with others made by the legislation.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.