Financial Advisors in Jupiter, Florida (Palm Beach County)

Laurence Montello, CFP, CLU, RFC
Montello Wealth Management is an independent Financial Planning and Wealth Management firm located in Palm Beach Gardens, Florida. We offer comprehensive financial planning and wealth management strategies for individuals and families focused on protecting and growing their wealth. Our expert advice and comprehensive planning empowers clients to make smart decisions about: *Investment Management *Retirement Planning *Insurance Planning *Charitable Giving *College Funding *Long Term Care *Estate Planning *Tax Planning As fiduciaries registered with the State of Florida, we are committed to establishing the highest level of trust with clients. The members of our firm work as a team to provide the best in client service. We encourage you to visit our website at www.montellowealth.com for additional information. Please call us at . ... See More

Sally Taylor, CFP, CPA/PFS, MSFP
KeatsConnelly is the largest cross-border wealth management firm in North America specializing in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona; Boynton Beach, Florida; and Calgary, Alberta Canada. Canadians usually feel completely at home in the United States because our two nations' social and cultural institutions are so similar. Many incorrectly assume that the laws governing investment, taxation and immigration are the same, as well. Unfortunately, this can lead to some unpleasant surprises, particularly when conducting basic financial transactions such as Canadians buying or selling American real estate. The complexities associated with moving to the U.S. are far greater than most people can even imagine.... See More

Our services are offered to successful companies who take their qualified retirement plans seriously. We are most effective with clients that have strong company cultures and are successful within their industry. We work with investment committees that are committed to creating outstanding benefit programs for their employees and strive toward fiduciary best practices.

Our consulting is focused on four major areas of your retirement plan:

1. Fees: We benchmark ALL fees inside of the plan to ensure that expenses are below comparable peers. This includes administration fees, investment fees, advisory fees, auditing fees and maximizing revenue sharing arrangements for the plan.

2. Reduction of HR Workload on 401k Administration: The reduction of 401(k) administrative burdens allows staff to focus on their key responsibilities outside of the retirement plan. A well designed plan, with proper vendor negotiation, can save the employer time and soft dollars by freeing up the administrative burdens often present on inefficient retirement plans.

3. Fiduciary Protection: Maximizing fiduciary protection for the investment committee is a key element to any successful retirement plan. We provide a strategic framework of fiduciary best practices for investment committees.

4. Goal Based Planning for Employees: Employees that retire “on time” and with sufficient incomes tend to be more productive and happier in the workplace. Companies with happy workers who are on the proper retirement income path tend to have less turnover of personnel. The top companies have strong benefit packages that attract and retain the best employees until retirement at a respectable age.... See More

John Carrig, CFA, CFP
Reasons to contact Gold Coast: 1) Hourly-as-needed structure, allows people from all walks of life, regardless of their income levels, to receive the same type of quality, fee-only advice and professional financial planning services once available only to the affluent. 2) You will know what to expect and what it costs before committing for any services. Clients elect the level of service that's right for them: hourly-as-needed or ongoing retainer services. 3) John Carrig, founder and principal of Gold Coast, has the experience, expertise and resources to meet your needs. From the most basic financial question to the most sophisticated financial plan, John's 30 years of experience, targeted education and professional credentials give him uncommon depth and perspective on which to stand. John offers a complimentary, no-obligation “Get Acquainted” meeting to determine if your needs and his services are a good match. If you live outside of the Gold Coast area, John would be happy to work with you “virtually” via email, the telephone and web conferences. Simply call or email John for an appointment.... See More

Gold Coast Financial Planning is an independent, fee-only firm that provides financial planning and investment consulting services to individuals and small businesses. John Carrig,founding principal, is a Chartered Financial Analyst(CFA) and Certified Financial Planner (CFP)- less than 1% of financial planners hold both designations. John has been a part of the financial services industry for over thirty years, both in New York and London, U.K. He has served in various capacities including equity and fixed income trading, investment banking and global investor services. Prior to moving to Florida and establishing Gold Coast Financial Planning, he serviced Corporate and Public pension clients for JPMorgan as a portfolio valuation analyst.... See More

Financial planning in Boca Raton, FL 33431.

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.... See More

William Sylvia, CFP
Great Oak Capital Partners doesn't fit the typical financial advisor mold, for all the right reasons. We are fiduciaries, independent, fee-only, and transparent in everything we do for you. No sales pitches. Just honest, unbiased advice. That's what we deliver, clearly and simply.
While our clients come from all walks of life - families, professionals, businesses, retirees - they all have one desire in common: that their goals and success, and the money that will help achieve them, be respected. Our commitment to upholding that responsibility is reflected every day in the choices and recommendations we make for our clients.
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Catalina Franco-Cicero, CFP, MS
Tobias Financial Advisors became an early advocate for fee-only financial planning services, convinced that commissions had no place in planning the futures of our clients. We have grown into a team of experts with over 75 years of cumulative experience in all aspects of wealth planning. We understand that our business is built on trust and vetted experience which is why all our investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation. To learn more about the team dedicated to our clients' best interests, visit our Team page.
Like many of Tobias Financial Advisors' clients, our founder, Ben Tobias, had a goal. His goal was to build a business with other compassionate advisors who are enthusiastic about seeing their clients achieve better financial futures. After a successful start as an accountant with an international accounting firm as well as owning his own CPA firm, Ben decided that what his clients needed was an expert in wealth management and financial planning. After earning his credentials as a CERTIFIED FINANCIAL PLANNER™ professional, Ben converted his accounting firm to Tobias Financial Advisors, which combined all areas of financial planning with quality service in order to provide ongoing financial solutions for each individual or family served.
Please visit our webiste at http://www.tobiasfinancial.com/.... See More

William Carrington, CFP
Carrington Financial Planning, LLC provides financial planning services for families and individuals. We assist with all areas of personal financial planning, including retirement, investments, education funding, and personal money management. We also provide retirement income planning, which is a specialty within the retirement planning community. William Carrington has first-hand experience with the US Foreign Service and offers specialized planning to foreign affairs and US government employees. @import url(https://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Barry Katz, BS, CFP, MBA
Barry G. Katz, MBA, CFP(TM) is President of Caratel Financial Services, Inc. Founded by Mr. Katz in 1991, Caratel maintains a presence in South Florida (Fort Lauderdale/Plantation) and Northwest Connecticut (Litchfield/Farmington).
Caratel emphasizes the relationship established with, and individualized approach to, all clients. Boilerplate solutions are NEVER used. Caratel offers a wide range of comprehensive services some, or all, of which may be appropriate to your unique situation. Caratel's no-cost initial consultation allows us to determine which services best fit your needs and what the cost of those services would be. Please take a look at Caratel's web site to learn more.... See More

We are a full-service financial planning firm. We do not pursue one investment strategy; we build and monitor one to fit your unique circumstances. We incorporate a comprehnsive approach to our planning covering all aspects of the needs analysis process, i.e. wealth preservation, estate planning, risk management, investments, budgeting, tax, and retirement planning. One of the most important facts for you to know is that we are independent planners, so we have no outside interests or proprietary products we are forced to market. Our focus is on you, our client. We work in partnership with additional attorneys, CPA's, trust accountants, pension administrators, CFP's®, and other financial professionals as needed to provide a complete range of financial services as needed.

One of the key items in effective financial planning is to know what you do not need. Many advisors attempt to sell or market everything they are able. This is not a good practice. We provide comprehensive analysis of your financial situation and recommend solutions based on only what you need, not a standard collection of products. We are primarily fee based and do not market proprietary products. We welcome any inquiry.... See More