Stephen Sirop was amazing. Our refinance was handled very efficiently! Communication was amazing…read moreand all questions were answered with ease. He sets up a system on the computer with the tasks I needed to complete Highly recommend!

Worst company EVER!! Dragged me through the whole process then broker goes to a meeting and comes…read moreback to tell me "he pressed the wrong button" and now rates etc are way out of range of what he quoted me. Disgusting business practice. Stay away

This agency is the best. Hands down, communicative, local, responsive and professional. Dawn, Lori…read more, Barbara and the whole team have always been there when I need them. Their operation is well organized.

Lori is excellent. Professional, efficiency and on time. Great service. Looking forward to working…read morewith you again, thank you.

amazing accountant and tax expert! very responsive . handed…read morehim a mess and he straightened it out ! located in downtown Boynton , east Boynton Beach Blvd

Lewis Accounting has been our go-to company for a few years now. Tim is professional and thorough…read more He is good to explain complex issues in a simple way. He took care of us so well that I brought my business taxes to him. I would highly recommend Lewis Accounting to anyone who wants their taxes done right!

Very professional CPA firm. I would trust the Garbers with my life! They do a wonderful job…read moremaximizing client returns and advising businesses on smart growth. I highly recommend Scott and Alan.

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.

I have used this practice (Alex) for the past several years, and I have no complaints. They don't…read moremake you wait, they provide an estimate of what is due/owed while in their office, and their follow-up is impeccable. I have recommended this firm to many people.

I have used this firm for almost 20 years. Excellent and highly professional. Great staff.read more

We have been working with jon ulin since 2018 and are happy with our financial results. If you are…read morein the market for an honest hard working financial planner who is also a CFP, I highly recommend Jon.

Ulin & Co. Wealth Management have been my sister's financial advisors dating back over 20 years. I…read morestarted working with Ulin (Jon) back in 2019 after a recommendation from my sister following a major life change event layoff from my employer of 27 years. As a conservative and wary investor, I can without question recommend with confidence that Ulin can securely handle anyone's financial affairs for retirement planning and wealth management. He is a a top notch fiduciary with very personalized service (unlike those large brokerage firms) and as such my wife and I are very pleased and fortunate to have the trust that Ulin will guide us through different aspects of our life for investing in our future, understanding our risk tolerance and applying the proper strategy for us to reach our retirement goals.

spoke with James the manager he gave me a lot of information I needed to help me start up my…read morebusines. I recommend this company to all businesses need tips and suggestions about starting a new business or planning on getting investment. Also I will recommend this company to family and friend...