Top 15 Financial Advisors in Boynton Beach, FL

Sam Silvia It has been a wonderful experience with Fred. When I retired, he helped figure out what do to financially and in laymen terms! I have never looked back. Trustworthy, kind, and patient.

Alex Vayslep I’ve worked with Wyn for a number of years. He’s been trustworthy, kind and given great advice through thick and thin. I appreciate his thoughtful , low pressure style .

Lyan Torres Today is the second time I go to this bank and I absolutely love how I am treated by the staff members. I walked in and I was immediately greeted. I had came in the week or so prior to today and the girls remembered me and it made me feel very welcomed. Manuela assisted me both times I came into this location and I absolutely love her! She’s so sweet and caring.She is very affective with her job and her willingness to help is incomparable. She assisted my partner and I to open our joint bank account and the process was super quick. I love this location due to the staff and the minimized wait time compared to other locations. I definitely recommend this location and most definitely recommend to receive assistance Manuela!

GucciPradaFendi Great company. I would recommend. Very pleased with the service. Let Primerica guide you into the right direction. Very affordable for the whole family. If I could give more stars I would.

Brent Dudley Im finally Free! Thanks for your great and hard work.

Cody Payne Was in a pinch, and they helped big time. Also, I needed some help and Nicole called me. She was amazing. Super nice and very helpful. Thank you for that, Nicole!

Elaine B There are many times when Cristian came to my rescue. Other than being professional and courteous, he really goes the distance for customers. One time, he came out to help me make a deposit at the ATM at the front, another time, he walked me through how to make a wire transfer. That’s why this is my favorite BOA branch!

Elaine Venturelli Id like to take a moment to share a wonderful experience I had today at the Boynton Beach branch. Upon entering the bank, I was warmly greeted by Siliana Senat Andre with a smile and a cheerful "How can I help you? " I needed assistance with several transactions and wasnt sure where to begin. Silinia patiently guided me through each step, clearly explaining the process and ensuring I felt confident and supported throughout. Thanks to her exceptional service, I left the bank a very happy customer. We need more people like Siliana in customer services roles - her professionalism, kindness, and dedication truly made a difference. Thank you, Siliana!

Jill Cole Thank you for your help! You answered my questions in a very straightforward and honest way. I will definitely come back and recommend you to others as you were recommended to me.

Kery Knutson In a word... trust. Not only does Scott know his stuff financially but hes a trusted professional, great communicator and all-around good person. I had put off finding a financial advisor but when I met Scott at a local event I knew he would be great to work with and I was right! Scott is a highly recommended professional!

305 Patty Cake “PattyCake305” Never call back as promised.

David Silverman Needed a notary stamp and had a very pleasant experience. LaShaun met with me promptly and took care of my needs in a very professional and friendly manner. What more can you ask for! Will definitely use again for notary services.

Kristani Knapp Ive been investing with Castlewealth for the last six years and have been extremely pleased with the service they provide. One thing Ive appreciated is how they take the time to educate me rather than talking over my head. Something else for which Ive been grateful is how incredibly conscientious and thorough they are with all financial matters being fully addressed. Lastly, Ive been very happy with the performance of their investment recommendations!

Thomas Coonerty Materetsky Financial Group has been an incredible partner for me and my family. Joe Carpenito manages the assets of my entire immediate and extended family, and the level of care and personal attention they provide is outstanding. Every time I call, they all know me by name and I never feel like just a number—they truly make me feel like family. I highly recommend them to anyone looking for trusted, long-term financial guidance.

Monica Wojtas Mark and his team are great! They listen to your needs and goals, then help you formulate a plan to get where you would like to be.