Find financial planners in Boca Raton

Our team approach adds perspective to all we do and provides increased benefits to our clients. Staci has established her career over the last 17 years in public accounting specializing in complex business accounting methods. Originally from Louisville, KY, she moved her family to South Florida in 2011 and has 4 children together. A family man, Glen

A financial advisor plays a very personal role in people's lives. It's not surprising, then, that it can be overwhelming to find an advisor and wealth management firm you trust and want to work with for the long-term. At Jurick Financial Services, we want to make it easy for you to get to know us and understand how we can help you and your family.

As independent financial advisors with decades of experience in financial planning and wealth management, we develop a customized strategy to help you grow and protect your finances. Schedule a consultation with us today! Team approach to help individuals, families, and businesses to manage their wealth and reach their personalized financial goals.

Sussman Financial Planning offers all-encompassing services for our clients. As the most respected financial advisory firm in downtown Fort Lauderdale, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. From growing your wealth to planning for your

We are a family owned business working in the financial services industry, located in Boca Raton, Florida. We specialize in helping high net worth and ultra high net worth individuals, families and businesses. Our areas of expertise revolve around life insurance and annuities, since both are are integral planning tools for retirement planning, succession