Best Financial Advisors in Boca Raton, FL

The highest-rated Financial Planning & Wealth Management firms out of 263 vetted & reviewed in the Boca Raton area.

Marmorstein Wealth Management - Financial Advisor in Boca Raton

Marmorstein Wealth Management - Financial Advisor in Boca Raton

Best of 2022
(6)
Certified Financial Planner, Financial Consultant, Financial Planner
“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.”
Accepts Check
Licensed, BBB Accredited
In Business Since 1996
2385 NW Executive Center Dr #100, Boca Raton, FL
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Regroup Partners

Regroup Partners

(11)
Vendor Debt, Merchant Cash Advance Relief, High Interest Business Credit Cards
“My partner and I were in the growing stages of our business and needed capital, which lead us to a broker who gave us a loan that required a daily pay back.”
Free Initial Consultation
In Business Since 2019
5301 N Federal Hwy Suite# 210, Boca Raton, FL
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Wealth Care Financial

Wealth Care Financial

(20)
Retirement, Insurance, Investing
“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.”
In Business Since 2020
5301 N Federal Hwy suite 170, Boca Raton, FL
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Feller Financial Services

Feller Financial Services

(20)
  • Family
  • Mind
  • Accounts
“Would like to thank Josh and Richard for being true professionals in there field, they have helped me out tremendously over the years,fourteen,they have helped family and friends,”
In Business Since 2009
1900 Glades Rd Suite 354, Boca Raton, FL
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Financial Warranty

Financial Warranty

(16)
“Hi im very happy to say Financial Warranty is a loving and caring company and they helped me in many ways I do rate them with 5 stars and I wish there was more company's like them !”
In Business Since 2019
6501 Congress Ave #240, Boca Raton, FL
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Boca Accounting

Boca Accounting

(20)
Financial Statement Review, Association Services, Professional Consulting
“We are not based in Florida, and Rich and Ted continuously have to learn the different accounting laws and various things from state to state , they are always up to date on the new additions to the tax law in Texas and what they do not know they wil...”
Transparent Fees & Pricing
In Business Since 2007
190 NW Spanish River Blvd #200, Boca Raton, FL
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Commercial Finance Partners

Commercial Finance Partners

(20)
  • Loan
  • Team
  • Business
“We have been doing business with Commercial Finance Partners since January 2020; and, through the difficult pandemic times , they were able to help us get refinancing for our commercial business.”
Free Initial Consultation
Offers Financing Options
In Business Since 2012
1200 N Federal Hwy Ste 201, Boca Raton, FL
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Sundin Financial

Sundin Financial

(4)
“From establishing my life insurance policy, long term care, retirement and diversifying my investments, he explained where I can understand how my capital is going to work for me.”
Emergency Services
In Business Since 2005
940 Sweetwater Ln Suite 312, Boca Raton, FL
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Maynes IM Financial

Maynes IM Financial

(9)
Wealth Management, Client Handouts, Investment Management
“After meeting with Michael Maynes, it was immediately apparent that he is very passionate about helping his clients with devising and implementing their financial plans.”
In Business Since 1895
299 Camino Gardens Blvd Suite 301, Boca Raton, FL
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Meridian Retirement Solutions

Meridian Retirement Solutions

(19)
  • Social Security
  • Roth Ira
  • Life
“Larry is currently evaluating our Life Insurance coverage, and perhaps migrate to a policy that includes a Long Term Health Care solution that could be funded with existing Insurance cash value..”
Below Average Price Tag
Licensed
In Business Since 2017
1200 N Federal Hwy #200, Boca Raton, FL
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Secure Wealth Planning Group

Secure Wealth Planning Group

(16)
  • Retirement
  • Managing
  • Options
“We enjoy speaking with him and getting updates on products or current standings and look forward to continued growth in our portfolio as well as our friendship.”
7280 W Palmetto Park Rd, Boca Raton, FL
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Dawson James Securities

Dawson James Securities

(1)
Research, Wealth Management, Institutional Sales & Trading
“Best syndicate department ever.”
Transparent Fees & Pricing
In Business Since 2004
101 N Federal Hwy, Boca Raton, FL
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Ulin & Co. Wealth Management

Ulin & Co. Wealth Management

(4)
  • Retirement
“Certified Financial Planner, fee-based wealth management, retirement advice, very responsive and professional to work with over many years with our family.”
Transparent Fees & Pricing
In Business Since 2002
301 Yamato Rd Suite 3150, Boca Raton, FL
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Lincoln Financial Advisors

Lincoln Financial Advisors

(2)
“In a volatile market Richard Karp, our representative at Lincoln Financial makes us feel comfortable with sound, secure and strategic investment plan.”
Licensed
In Business Since 2017
5355 Town Center Rd #401, Boca Raton, FL
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Montanti Advisory Services

Montanti Advisory Services

(1)
“We have been clients for over two years and the Montanti team is exceptional in all aspects of financial planning…guidance, responsiveness, integrity and results.”
In Business Since 1998
2424 N Federal Hwy # 311, Boca Raton, FL
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The Ducoat Financial Group

The Ducoat Financial Group

(1)
“Excellent Service.”
In Business Since 2006
7777 Glades Rd STE 100, Boca Raton, FL
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The Miller Financial Group

The Miller Financial Group

(1)
“He explains things so that I can understand what he is saying.”
CFP Certified
In Business Since 1997
1900 Corporate Blvd NW w215, Boca Raton, FL
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Retirement Planning and Investment Management Services Estimated Cost in Boca Raton, FL 2022

Minimum cost
$1080
Maximum cost
$9180
National Average
$3240
Avg Per Hour Rates
$324
$2160
$5940
Fair price range based on 162 cost profiles
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Average Cost $3240
Minimum cost $1080
Maximum cost $9180
Avg Per Hour Rates $324

Typical range $2160 to $5940 is based on 162 cost profiles.

Why these companies made our list

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