Stoic Financial - Boynton Beach, Florida

Stoic Financial: A Trusted Name in Financial Planning

Stoic Financial is a reputable financial planning firm located at 1200 Federal Hwy STE 201, Boynton Beach, FL 33435. With a phone number of 561-922-0393 and a website at stoicfinancial.com, they have made it convenient for clients to reach out and seek their expertise in financial planning and consulting.

Specializations and Services Offered

• Financial Planner: Providing comprehensive financial planning solutions tailored to individual needs.
• Financial Consultant: Offering personalized advice on investments, retirement planning, and wealth management.

Accessibility and Convenience

Stoic Financial understands the importance of accessibility and provides several amenities for their clients, including a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. Appointments are recommended to ensure the best possible service, highlighting their commitment to personalized attention.

Client Reviews and Opinions

With a total of 12 reviews on Google My Business, Stoic Financial has earned a stellar reputation among its clients. The average opinion is a perfect 5/5, showcasing their exceptional service and professionalism. One notable opinion mentioned the honesty and professionalism of the team, while another praised their thorough and expert management of finances.

One client expressed their satisfaction, saying, "The team does an excellent job managing our finances. They're quick, thorough, and really know their stuff. They make it easy to trust that things are in good hands." This sentiment is echoed by many others who have entrusted their financial planning to Stoic Financial.

Recommendation

If you are seeking a reliable and knowledgeable financial planning firm, look no further than Stoic Financial. With their specialized services, convenient location, and a perfect 5/5 rating, they are the ideal choice for anyone in need of financial advice. To learn more about their services or to schedule an appointment, visit their website at stoicfinancial.com. Don't hesitate to contact them today and take the first step towards securing your financial future with the help of Stoic Financial.

👍 Reviews of Stoic Financial

Joseph M.

5/5

I’ve known Nick for a while now and his honesty and professionalism stands out to me above all things. He is my first choice and go to person for anything that has to do with retirement and financial planning. I highly recommend at least talking to him before making a decision to go with someone else. It means a lot to work with someone you know you can trust.

Yasmin L.

5/5

The team does an excellent job managing our finances. They're quick, thorough, and really know their stuff. They make it easy to trust that things are in good hands.

Yoni

5/5

Nick is extremely knowledgeable and a pleasure to work with. There is a lot of value in how he structures and plans for one’s financial future!

Michael H.

5/5

Great experience. Highlighted new products to monitor investments and make it easy to change portfolio. Would definitely recommend.

Cynthia V.

5/5

When considering a financial advisor firm, there are several factors to consider, such as qualifications and experience, range of services, client focus, transparency, track record, and accessibility. Stoic financial has it all. This is a wide range financial advisor firm that would not only meet your unique financial needs, but go above and beyond when doing so. Nelson and Aaron have the best dynamic. They made me feel the most comfortable when working with them. They maintained transparency with me throughout my process.

Manny P.

5/5

Nick is awesome he took the time to explain to me about my options and answered the call when I had my question's. Highly recommended Thank you Nick 🙏🏽

BJ P.

5/5

I highly endorse Nick Rodkin & the entire Stoic Financial team. Always a pleasure with them!

Yemi O.

5/5

The team at Stoic Financial display a deep understanding of investment goals and financial objectives and provided tailored recommendations that aligned with my long-term goals and risk tolerance. I appreciate their proactive approach, keeping me up-to-date with market trends to help me make informed decisions.

They are professional and genuinely care about their clients' well-being. I highly recommend this team to anyone looking for financial solutions that prioritize success and client satisfaction!