Expertise.com

Best Financial Advisors in Delray Beach

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Delray Beach, FL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

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
Yelp
4.0 / 5 (4)

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
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Delray Beach, FL

Business Description

Need help contacting a Financial Advisor in Delray Beach? 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!

Annuity Depot logo
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License Verified:

License: 5983853

Investment Adviser Public Disclosure Database, SEC

Annuity Depot

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601 N Congress Ave. Suite 431, Delray Beach, FL 33445
  • Private Wealth Advisor
  • Retirement Planning

Business Description

Annuity Depot provides wealth management solutions to families and individuals in Delray Beach. It assists clients in protecting their future by providing investment and retirement planning services. The family-owned business works with customers to develop annuity programs that are suited to their specific financial needs and goals. It also offers personal protection products such as long-term care and life insurance. Annuity Depot partners with Great American Insurance Group and American National. Partner Bennett Jay Leiser has been in the industry since 1996.

License Verified:

License: 5983853

Investment Adviser Public Disclosure Database, SEC

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 (11)
Greenberg Financial Group logo
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Greenberg Financial Group

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3240 Ridge Lane, Boynton Beach, FL 33435
  • Certified Financial Planner (CFP)

Business Description

Greenberg Financial Group caters to clients in Delray Beach and the neighboring areas. The company assists individuals in preparing for their future income and expenses by providing financial advising solutions focusing on investment, taxation, retirement, and lifestyle. It also creates estate planning strategies to protect and preserve their properties. Founding attorney Michael Greenberg has been a certified financial planner since 1993. He is also a licensed insurance agent in New York, Pennsylvania, New Jersey, Connecticut, California, and Texas.

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.

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101 SE 6th Avenue Suite F, Delray Beach, FL 33483
  • Retirement Planning

Business Description

Gwynn, Moore & Associates, Inc., is a firm that caters to individuals looking to secure their finances in Delray Beach. Its financial advisory services cover various elements, such as investment planning, education funding, retirement planning, insurance, estate planning, and business owner planning. Its advisors collect the necessary financial data from clients, analyze the current status, provide alternatives, and implement and review the strategies. Company president Joseph P. Moore is a Chartered Financial Consultant and a Chartered Life Underwriter.

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
KBK Wealth Management logo
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KBK Wealth Management

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301 W. Atlantic Ave., Suite 0-6, Delray Beach, FL 33444
  • Certified Financial Planner (CFP)

Business Description

KBK is a full-service independent financial consulting and wealth management firm serving clients in Delray Beach. It offers a variety of financial advisory services, such as investment management, retirement planning, and income analysis. For more than 30 years, its fiduciary financial advisors have assisted clients in making prudent decisions based on the changing dynamics of the economy and the marketplace. They also take continuing education courses to stay current on financial, legal, and tax changes that may affect their clients.

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.

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

Business Description

Keating Investment Counselors, Inc., is a financial services firm that caters to clients in the Delray Beach area. It handles value-oriented investing that is both tax-efficient and dividend-focused. Its customizable investment policies are produced in the style of value analysis Warren Buffett is known for. The company has been in the industry for over 38 years. Its team consists of members who possess Chartered Financial Analyst and Certified Financial Planner credentials. As of 2020, it has managed about $269 million for more than 120 clients.

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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License Verified:

License: 157819

Investment Adviser Public Disclosure Database, SEC

Maclendon Wealth Management

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

Business Description

Maclendon Wealth Management is an independent company in Delray Beach that has been serving the community since 2011. Its core services include asset management and growth, real estate and insurance advisory, wealth preservation, retirement planning, and investment solutions. Its professionals also advise business owners and entrepreneurs on raising capital, pursuing acquisitions, and restructuring organizations. Jeremy S. Office, the company's founder, holds the designations CFP and ChFC. He serves on the Delray Beach Chamber of Commerce's Board of Directors.

License Verified:

License: 157819

Investment Adviser Public Disclosure Database, SEC

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
3.8 / 5 (10)
Google
5.0 / 5 (2)

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
––
Mar Wealth Management logo
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Mar Wealth Management

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500 South Australian Ave Suite 600, West Palm Beach, FL 33401
  • Certified Financial Planner (CFP)

Business Description

Mar Wealth Management works with high-net-worth individuals and families in Delray Beach. The company prefers to maintain a small number of clients to provide personal attention to clients' needs. Its financial advisory staff offers various services, including portfolio management; wealth protection; and tax, trust, and legacy planning. The firm also creates wealth transfer strategies and helps people manage their liabilities. Its team is led by Maricela A. Ramos, a Certified Financial Planner with over 30 years of industry experience.

Paul B. Miller, CFP logo
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Paul B. Miller, CFP

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7805 NW Beacon Square Blvd. Suite 102, Boca Raton, FL 33487
  • Certified Financial Planner (CFP)

Business Description

Paul B. Miller, CFP, an investment advisor from Indian River Financial Group, serves individuals and families in Delray Beach and the surrounding areas. He helps clients protect their wealth and prepare for the future by providing financial and investment planning services. He uses the Wealth Optimization System for managing and planning customers' wealth goals. Miller carries 28 years of experience in the industry and is a former president and chairman of the Financial Planning Association of Florida.

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 (1)
Rubin Wealth Advisors logo
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License Verified:

License: 150120

Investment Adviser Public Disclosure Database, SEC

Rubin Wealth Advisors

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1200 N Federal Highway Suite 200, Boca Raton, FL 33432
  • Private Wealth Advisor
  • Retirement Planning

Business Description

Rubin Wealth Advisors serves individuals and small businesses in Delray Beach and the surrounding areas. The firm assists clients in structuring the sale of assets or a business, as well as the transfer of wealth to heirs, by developing a targeted strategy that outlines personal and financial objectives. It can also help with business continuity and succession planning, asset and wealth management, and insurance planning. Rubin Wealth Advisors has partnerships with Moneyguide Pro, RiskAlyze, Blueleaf, Charles Schwab, and Adhesion Wealth Management.

License Verified:

License: 150120

Investment Adviser Public Disclosure Database, SEC

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 (12)
Facebook
5.0 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Ulin & Co. Wealth Management logo
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Ulin & Co. Wealth Management

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301 Yamato Road Suite 3150,, Boca Raton, FL 33431
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Ulin & Co. Wealth Management is an independent advisory firm that caters to individuals, families, business owners, corporate executives, and retirees in Delray Beach and the surrounding communities. It offers financial planning services, which involve creating tax, insurance, estate, and retirement income plans. It has partnered with Pershing, Fidelity, and Charles Schwab to provide asset custody, research, and trading services. Its team also formulates business succession, continuity, and exit plans. CEO Jon Ulin 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 (9)

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