Good conversation about lifestyle spending, and rebalancing portfolio as market conditions change.

Well established company and knowledgeable individuals that oversee your investment. They manage my investments as if it was their very own.

Peter's organization is top notch. They keep you well informed. I highly recommend them for your investment needs.

Peter Blatt and his team truly value their clients. Not only does Peter make it a point to meet with me each quarter to go over my financial portfolio but also offers what is known as a "Dine and Discover" session once a month for all his clients to learn about a different topic each time and I also have the opportunity to meet new people. I highly recommend Center For Asset Management. read more

We have been with Peter Blatt and the Center For Asset Management for 2 1/2 years. Our experience is beyond five stars! We moved from a large financial firm and are so much more comfortable with the personal attention we receive. Quarterly meetings, monthly learning opportunities and awesome staff are just a few of the reasons we highly recommend Center fo Asset Management! Want to sleep really well at night? Just take the time to talk to Peter Blatt. read more

Center For Asset Management - Investing Near Me - Palm Beach Gardens, Florida

Peter Blatt prepared a perfect trust for my a few years ago. Tonight, I attended one of his night courses at Nova Southeastern University. When the course ended at nearly 10:00 PM, my car would not start. The last person leaving the building into the nearly empty parking lot was Peter. He volunteered to drive me home 12 miles (each way) in the opposite direction of his own home late at night. That is who this man is when you need him most for an emergency or expert financial planning and tax strategy. Wes Domareki, President, Biocia Inc. read more

The short period of time Peter Blatt has worked with me as my financial advisor has seen me through a rough ride in the market and saved my retirement plan from losses that would have pushed my retirement way out into the future. Peter gives me the top shelf attention that I think would be reserved for his largest clients. I had never worked with any financial advisor before and I got lucky when I chose Blatt Financial Group to help me with my retirement. I truly believe he has my best interests at heart. read more

I have found Peter Blatt and his employees to be everything you'd want in a financial advisor. Most importantly, he is a fiduciary and as such, his clients interests are always of primary importance. We have had a poor experience with previous financial advisors whose goal was to increase their commissions regardless of whether it made financial sense for us. Peter and his group sincerely care about their clients. They hold monthly seminars and bring in guest speakers (at no charge) to educate their clients on timely issues. We meet with Peter on a quarterly basis to evaluate our portfolio. They always listen and respond appropriately to any issues or concerns. Peter and his staff are conscientious , trustworthy, intelligent and efficient. I would give them a 5 star rating! read more