Best Financial Advisors in Boynton Beach

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Boynton Beach, FL

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

Banyan Global Investment Advisors logo
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Banyan Global Investment Advisors

2600 N Military Trail Suite 250, Boca Raton, FL 33431
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  • Retirement Planning
  • Insurance Products

Business Description

Banyan Global Investment Advisors is a financial advisory firm serving Boynton Beach. It caters to clients looking to get their finances in order and assists them with wealth protection, investment management, and retirement planning. Its team of financial planners also helps families with special needs children create trusts, determine financial strategies, and avail of federal and local government programs. Among its founders is Daniel Reich, working with high net worth families since establishing his firm in 2008.

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 (5)

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
Family First Financial Planning logo
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Family First Financial Planning

850 NW Federal Highway, Suite 150, Stuart, FL 34994
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  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Planning

Business Description

Family First Financial Planning serves individuals in the Boynton Beach area. The firm aims to help clients protect their wealth and achieve their financial goals by developing realistic plans. It offers various financial planning options, such as retirement, college, insurance, and senior planning. The company was established by Leslie E. Trowbridge, a Certified Financial Planner who worked in the banking field for 15 years before opening her firm in 1998. She appeared in The Wall Street Journal and the Sun-Sentinel.

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
Fialkow Financial Planning logo
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Fialkow Financial Planning

Boynton Beach, FL
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  • Certified Financial Planner (CFP)

Business Description

Serving Boynton Beach, Fialkow Financial Planning offers advice to people from all walks of life and income levels. Ira Fialkow, the owner, provides career professionals, young families, pre-retirees, and retirees with guidance in developing a financial plan. Fialkow is a Certified Financial Planner and Retirement Income Certified Professional who embraces his fiduciary responsibility to clients. He strives to make financial advice accessible to the community. He meets clients to know their needs and objectives and recommends suitable financial steps.

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 (3)
Greenberg Financial Group logo
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Greenberg Financial Group

55 SE 2nd Avenue, Delray Beach, FL 33444
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  • Certified Financial Planner (CFP)

Business Description

Greenberg Financial Group is an independent advisory firm serving individuals and families in Boynton Beach. It offers wealth management and financial planning solutions covering retirement, estate planning, investment, lifestyle, and taxation. It utilizes a four-pronged approach that manages risk through diversification. The agency also provides planning options for life, disability income, and long-term care insurance. Greenberg Financial Group is headed by Michael Greenberg, who holds a CFP designation and has been in the industry since 1993.

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
Gwynn, Moore & Associates, Inc. logo
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Gwynn, Moore & Associates, Inc.

101 SE 6th Avenue Suite F, Delray Beach, FL 33483
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  • Private Wealth Advisor

Business Description

Gwynn, Moore & Associates, Inc. offers financial advice to clients in Boynton Beach. The firm helps individuals and families with managing their wealth so that they can meet current and future needs. Its professionals help in setting up a retirement plan and creating an investment portfolio. Its team also assists with estate planning, which covers drafting a will and setting up a trust. Company president Joseph Moore is a Chartered Financial Consultant with more than 25 years of experience.

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
Keating Investment Counselors, Inc. logo
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Keating Investment Counselors, Inc.

101 SE 6th Ave, Suite A, Delray Beach, FL 33483
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  • Certified Financial Planner (CFP)

Business Description

Keating Investment Counselors, Inc., is a financial advisory and wealth management firm serving the community of Boynton Beach. For over 40 years, it has offered investment guidance and portfolio management that come with personalized services like written reviews detailing the rationale for investment changes and meetings to outline investor objectives and financial plans. The company currently manages nearly $269 million in funds for over 120 clients and has team members with Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) credentials.

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
Google
4.0 / 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
Maclendon Wealth Management logo
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Maclendon Wealth Management

137 NW 1st Avenue, Delray Beach, FL 33444
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Maclendon Wealth Management provides financial advisory services to individuals and business owners in Boynton Beach and the surrounding areas. It helps clients maximize their wealth through various alternative crowdfunding strategies, such as hedge funds, venture capital, and private placements. It also assists clients in clash flow modeling, acquisitions and divestitures, restructuring, and growth plans. It also conducts business plan reviews and gives advice on general business matters and on transitioning out their businesses. Founded by Jeremy Office, this company was established based on relationships.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Marmorstein Wealth Management logo
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Marmorstein Wealth Management

2385 Northwest Executive Center Drive #100, Boca Raton, FL 33431
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  • Retirement Planning

Business Description

Since its founding in 1995, Marmorstein Wealth Management has been serving ​individuals and businesses in Boynton Beach and the surrounding areas. Its services cover all areas of financial management, including retirement planning, investment management, risk management, insurance plans, and estate conservation. In his over 30 years of experience, founder Warren A. Marmorstein holds multiple licenses like CPA, Investment Advisor Representative, and Life and Health Insurance Agent. He has been featured in several media outlets, including The Wall Street Journal, CNN, and NBC.

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 (6)
Palm Beach Financial Advisors, Inc. logo
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Palm Beach Financial Advisors, Inc.

2135 South Congress Avenue Suite 1C, West Palm Beach, FL 33406
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  • Retirement Planning

Business Description

Palm Beach Financial Advisors, Inc., helps individuals in the Boynton Beach area improve their long-term financial success. The firm provides financial planning programs that aim to conserve and protect the client's assets. Its programs cover investment, insurance, retirement, estate, tax, and lifestyle planning. Its advisors create budgets to help make decisions on where the client's money goes and determine where to put their excess cash to work. Its president, Rico Ayala, is a certified public accountant.

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
Physicians Wealth Care, LLC logo
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Physicians Wealth Care, LLC

10706 St. Andrews Road, Boynton Beach, FL 33436
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  • Certified Financial Planner (CFP)

Business Description

Physicians Wealth Care serves clients in Boynton Beach and nearby areas. Its financial advisors plan the clients' income, business, estate, and retirement needs. Their business planning services include risk management, fair wealth allocation to owners, and succession strategies. In addition, they manage the clients' taxes through deduction, investment tax planning, and income deferral. They also provide clients with an understanding of passive income and losses. Principal Edward H. Maass has been a financial advisor since 1982.

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
URS Advisory logo
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URS Advisory

2247 Palm Beach Lakes Blvd, Suite 106, West Palm Beach, FL 33409
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  • Certified Financial Planner (CFP)

Business Description

URS Advisory is a retirement planning firm that serves clients in Boynton Beach and the nearby areas. It helps individuals in navigating the investment marketplace and managing their income. Its professionals also assist clients in finding suitable insurance plans for their needs. They also guide clients in making a financial plan geared towards their goals using specialized software. The firm is founded by the husband-and-wife tandem of Erik and Julia Lembcke, who are both Certified Financial Planners.

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
Valued Wealth Management Inc logo
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Valued Wealth Management Inc

5255 North Federal Highway Suite 330, Boca Raton, FL 33487
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  • Certified Financial Planner (CFP)

Business Description

Valued Wealth Management Inc is a financial advisory firm serving the needs of Boynton Beach. The company assists clients in finding financial solutions for retirement, financial security, and legacy development. Its financial professionals guide in risk management and insurance matters, facilitate business and financial planning, and help in estate and legacy building. The firm was established by Steven W Fenyves in 2005. He is a Certified Fund Specialist and a member of the Greater Boca Raton Estate Planning Council.

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
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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).

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