Outstanding personalized investment advice at a fee per hour versus fee per trade or fee per money…read moreunder management basis. The CEO & Founder, Alonso Rodriguez Segarra, provides a level of personal care & guidance specific to your unique financial situation and investment goals that can't be matched. And I've had a lot of experience with "discount" brokerages including Fidelity, Vanguard, and RAYMOND JAMES. Alonso leaves them in the dust at a fraction of the cost.

From the owner: As a Fee-Only financial advisor, we put your interests first—no commissions, no hidden fees, just…read moreexpert guidance. We specialize in helping clients with Roth Conversions and Required Minimum Distributions (RMDs), providing clear tax strategies to optimize your wealth. We also offer comprehensive services for retirement planning, portfolio reviews, and more. Recognized as a Top 100 Financial Advisor by Investopedia and etf.com, and a Top 100 Money Expert by GoBankingRates, our expertise is proven. We offer a 25-minute free consultation and a free webinar on Roth Conversions and RMDs to help you get started. Take control of your financial strategy today.

A few of my trusted friends referred me to Fidelity and I listened to both of them and I had a…read morewonderful experience. I called and made an appointment to meet with Sean Burke who is an Investment Consultant at the Boca Raton branch. He agreed to meet with me at 8am so I wouldn't be very late for work. The branch opens at 8:30am and Sean came in early. Excellent customer service right off the bat & I was impressed. My goal was to transfer assets from my previous firm to Fidelity-if I felt comfortable. Well, if you know me at all, then you won't be surprised that I had many, many questions. Sean sat with me for almost two hours answering every single question I had. Granted, many of my questions were repetitive, but still he remained calm and patient with me. We called my previous firm to close out my account and transfer my assets in kind, which means as is. I was told it could take about a week but it just took a few days. Fidelity is a diversified investment brokerage, offering investment products. They also have 24 hour customer support which is important sometimes. I did call on Saturday night about 1am and was pleasantly surprised I was connected with an agent in Boston and not India or the Philippines. Glad to see they don't outsource like so many companies are doing. You can set up your account online or go into the branch, whatever is best for you. I arrived for my appointment and was warmly greeted and offered a bottle of water or cup of coffee. Such nice people in the Boca office. I had a fantastic experience and I am comfortable with my decision to move to Fidelity.

made an appointment for 3:30 in Boca Raton. sat there for 40…read moremin no one even came out to acknowledge us. Got up and walked out. If they did this when I wanted to invest who knows once I signed on the dotted line they'll never get back to you. Do not recommend investing with them.

My mother passed away in December, and funds from her Merrill Lynch account were supposed to be…read moredistributed to me according to her will. What should have been a straightforward transfer has turned into months of delays, confusion, and poor communication. On December 30, I met in person with a Merrill Lynch advisor at the Palm Beach Lakes branch on Bsnk of America and provided all requested paperwork to transfer the funds into a new Merrill Lynch account they opened for me. Since then, I have had to call every week to ask for updates. Each time, I was told the transfer was being held up because the account had to mature before it could be transferred and that it would be resolved within two weeks. That explanation was repeated over and over. It is now March 3, and I still have not received the funds. Instead, I received a notice requesting additional verification. I was required to provide the last four digits of my late mother's Social Security number just to get information. After locating that documentation during an already painful time, I was then told they could not explain over the phone what was actually missing from the paperwork. When I attempted to contact the Palm Beach Lakes office directly, I reached only voicemail. At Merrill Lynch nobody cares about you. I still do not know what more they need. This is a heartless company that cares about red tape and not the costumers they should be serving. There has been no proactive communication, no transparency about what is needed, and no sense of urgency despite this being an estate matter following a death. For a firm of this size, the lack of coordination and basic customer care is deeply disappointing. Handling a parent's estate is difficult enough. It should not require weekly follow-ups, repeated explanations, and contradictory information just to move funds that were clearly designated in a will. Based on this experience, I cannot recommend Merrill Lynch to anyone dealing with estate transfers. Families deserve clear communication, accountability, and respect -- especially during a time of grief.

Our financial advisor is at this location. The Minton Tuzzo Group are extremely professional and…read moreknowledgeable. They have been our financial advisors for years. I have recommended many friends and relatives.

Stuart is the BEST! He is awesome smart with his talent and crazy good with client response time!…read more A true professional he is. Been enjoying his professional services and advice for many years. He handles my personal and business returns and would recommend him to anyone looking for a good solid CPA. I rest easy at night knowing he has completed my returns with no nonsense fluff or deceptive practices. All at a reasonable price that is worth every penny. Services not inexpensive, but remember: you get what you pay for! No crazy homeless looking folks dressed up like Lady Liberty here! Just good ole fashion number crunching perfection. Thanks Blum and Blum! You guys RULE!

I have been with Blum and Blum for a few tax seasons now. Mr. Blum has not only saved me money, but…read morehe has helped set up my business, helped me file as a single man, and now as a married man. At Blum and Blum, they are really responsive and do good quick, quality work. They are passionate about what they do. They helped me figure out the right time to open up a retirement account as well as set up a great mutual fund account. I am glad I used them for my taxes and financial needs.

Priority seems to be what is best for Kaplan not his clients. I asked about solar credit for a…read moresecondary house he did not know the correct answer and just guessed and when I corrected him he refused to admit he was wrong. He requests to be paid monthly in advance so if you decide not to use his services he will ghost you if you request a refund !

For 2023 tax filing, I reached out to Aleksey for a complex situation which my accountant couldn't…read moreresolve. Aleksey was able to help me and am impressed by how he simplified the process with a well-oiled system in place. His professionalism and his staff's timeliness are a breath of fresh air and surprisingly reassuring making you feel they've got your back. One thing to note, it may be just the season/IRS timing but never in my experience did I see tax filing processed so fast. I'm thankful for having found Aleksey and his team. I think he'll be my go-to from now on :-)

The people that work at this location are akways so pleasant & helpful. They always get me in and…read moreout with speed and accuracy.

From the owner: City National Bank of Florida (CNBFL) is the financial institution to which Floridians have turned…read morefor 75+ years. CNBFL has a presence across South, Central Florida and in Jacksonville. CNBFL is a subsidiary of Chilean bank Bci, and remains a community-centric bank guided by local decision-making, with services including commercial banking, real estate lending, private banking, wealth management, international banking, treasury management, corporate, commercial real estate, residential mortgages and specialty financing through its subsidiary, BciCapital.

Tiffany and John go way beyond what any other financial advisers do.They gave us all kinds of…read morehelp during and our move back to Canada from the USA . Their personal attention and care are amazing and We highly recommend them. Linda Dux, R.N. and Peter Dux M.D.

From the owner: With over 20 years working in the financial services industry, I am dedicated to helping my clients…read moremeet their financial needs by developing Comprehensive Investment Plans around their long-term goals. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.