{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
Open 24 hours
6501 Congress Ave #100, Boca Raton
Financial Advising
“I started working with Jon in 2006, when he helped put together my financial plan first and eventually began managing my portfolio. He is very professional, thorough in his analysis and recommendations. We both took time to understand each other and it continues to be a wonderful partnership, setting the right expectations and meeting and/or exceeding them.”
“Hunter has been a pleasure to work with. He is extremely knowledgeable and does his due diligence to help us make sound financial decisions for both our family and our business.We will be working with Hunter for many years to come. Highly recommend!”
9:00 AM - 4:00 PM
7000 W Palmetto Park Rd, Boca Raton
Financial Advising
“A cigar bar that we visited very nice the people were really nice and stayed open on New Year's a little bit for us to stay there we enjoyed ourselves thank you so much.”
“Sofia Trevino went above and beyond yesterday to help me and my daughter settle an account. She would not stop in pursuing avenues to come to a resolution which we did accomplish. She is smart, personable and really cares about her clients. I would honestly give her 10 stars!! Thank you Sofia.”
“Albert Einstein thought so. Seeing your money grow thanks to compound interest can be just as amazing as seeing the Great Wall of China or the Colosseum. He said, "Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it."”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Rick is the best tax accountant I have used. Rick is incredibly courteous, does what he says he's going to do on time, and most importantly was very meticulous in going through my books and educating me on the different credits I qualify for and why. Rick educated me on all the appropriate forms I am supposed to be filing and helped me put them together. I will certainly be back!”