Best Financial Advisors in Boca Raton, FL

“Accounting services of Florida did a great job with getting my 501c reinstated they told me it would take the IRS up to 90 days to get me reinstated but it only took 3 weeks and I'm back up a d running.”

“The market these last 8 years have been anything but normal history but Richard stays up to date and changes our holdings around so that we have the best chance at keeping our hard earned money around.”

“We placed the proceeds we made from selling our house in bonds to get the largest return out of it without having to worry about any fees or downturns in the stock market.”

“Not only did they meet with me many times before I allowed them to invest my money but they totally walked me through the entire process of retirement from beginning to end.”

“He is reasonably priced, always available via phone, text, or e-mail, and is willing to sit down and explain complicated tax matters or answer any questions.”

“My husband and I both have our own companies and Gold Coast has been very helpful and patient with us in making sure we have all of our accounting affairs in order.”

“I was just so happy that there are people like Bob, who went over and beyond explaining all these financial jargons I'm on, he's been very helpful and if someone from my circle will need service like this, I will highly recommend them.”

“In the process I learned that keeping an accountant for my business In the long run it's the best and cost effective way to go to keep my books up to date and getting information on time.”

“How much do you really know about retirement benefits? If you're like most Americans, it's not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not ...”

“Larry has always been looking out for our best interests,as a fiduciary and has become a good friend over the years and has put us into some great positions,and has increased our portfolio from day one.”

“Paula, while quiet, was especially appreciative as she has never taken a finance or business class in her life and after the meeting said she had a much greater understanding of what everything meant.”

“I appreciate having John as a CPA.”

“Certified Financial Planner, fee-based wealth management, retirement advice, very responsive and professional to work with over many years with our family.”

“Whether your needs are personal, corporate or tax related, Eric and his skilled team are knowledgeable and approachable.”

“I would not hesitate one moment to advise people in need of an "A" level CPA to use the services of Victor Lerro.”

“Also, my counselors at Singer, Anthony and Steve, have been very responsive and professional in their analysis of my needs and in their suggestions of investments for me.”