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Finance Advising reviews in Boca Raton

  • A
    Scoreology
    I was feeling hopeless after I was told I could not close on a loan due to disputes I initiated on my own.  I am so so glad I gave Scott a call.  He was patient and knowledgeable.  He clearly explained how I can get back on the right track and rid my report of the dispute statuses.  Thank you Scott for helping my to have hope when I was feeling pretty hopeless.  Great guy...great business!! A+++
    - PBC M.
  • A
    Chessie Tax, LLC
    Very smooth. Erik is very knowledgeable and provides financial advice on how to minimize taxes. He also provides us financial planning to maximize earnings on our investments, and help us meet our needs during retirement.
    - Tim M.
  • A
    Michigan Financial Companies
    I was referred to them from a friend. I really trust him. My portfolio has gotten better since using them. I only have the best to say about him. There is a personal concern for you. He always gets back to me as soon as possible within the same day. I highly recommend him!
    - Karen W.
  • A
    Steve Weitz
    I usually do my own taxes, but was having a tough time this year. I planned to go in and have The accountant do them for me, but a quick phone call to answer a question was all that was needed. I would use and recommend their services.
    - Suzanne H.
  • A
    Retirement Planning Institute
    It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
    - Abraham O.
  • A
    Steve Weitz
    Evan is extremely intelligent, witty and on the ball. He's sharp and professional, friendly and accommodative. His positive and gregarious disposition make it a pleasure to work with him.  The prices are extremely reasonable for their services and above all he's happy to give his time to those in need We highly recommend him for any of your financial, insurance and tax needs. He's an all in one package.
    - Emily M.
  • A
    Retirement Planning Institute
    If you want to learn basketball you go to Michael Jordan, if you want to learn golf you call Tiger, but if you want to know how to boost your income, lower your taxes, and have someone you can trust managing your finances, you call Anthony Cottone. I now consider Anthony a family friend and my late husband also used him for his entire portfolio.
    - Mary S.
  • A
    Retirement Planning Institute
    He is honest and straightforward. He explains the risks and the advantages of the investment and lets you decide. I referred a friend to him who invested his retirement money and is very happy with the results he is getting.
    - Honey D.
  • A
    Steve Weitz
    I felt inclined to write a review because I am so happy with the service we received at Steve Weitz's office. He did a great job, was punctual and responsive, and made completing our tax return a swifty, easy process.
    - Lucie P.
  • A
    KIM MCDOUGALL
    Overall I've been pleased with Kim's services. I find it's difficult to rely on any financial planner completely as there are always conflicting interests involved when working with someone who is working on commission and may have other incentives at play. However, I've used other planners in the past and I have been most happy with Kim. She has spent a lot time working with me on matters that she does not directly handle in her portfolio, such as my employee benefits, major purchases, estate issues, etc. She is very prompt and flexible once she gets a handle on your particular risk appetite and long-term goals. Obviously the market has been beyond poor recently and anyone with investments is suffering, but she does provide good solid advice.
    - PATTI B.
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Financial Advisors in Boca Raton

Companies below are listed in alphabetical order.

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