Boca Raton, FL Financial Planner

They are awesome! Kristy was very professional and was by my side throughout the entire lending process. I highly recommend this company!

Excellent guidance and knowledge. Their team took the time to understand my complete financial picture. Would highly recommend

The most amazing financial advisors! The best we have worked with no matter how big or small the other investment firms were. Personalized service, full-service expertis ... more

Wonderful helpful Danielle was extremely helpful and Professional going above and beyond Danielle couldnt have been more helpful

Our application process was definitely not easy but Steve and his staff worked over time to make it happen. Steve is very professional and will go above and beyond to ass ... more

Our investment consultant Richard Karp, goes over and beyond in managing our financial assets. Not only is he diligent and knowledgeable, but communicates extremely well ... more

What a lack of respect they tell me that they are going to stretch me out and it takes an hour and a half for them to tell me that it is not possible to serve me.

Long term client. They helped me weather many financial storms.

I'm very pleased with Xynergy's expertise in the Healthcare Factoring industry. They have continued to help their counterparts in the healthcare industry by providing the ... more

Best syndicate department ever.

I have been working with Mike Maynes for over a decade, and he has provided nothing but excellent service. He always has my best financial interests at heart and goes abo ... more

When launching my small business I needed some advice on budgeting and how to set myself up for retirement being self employed. Brad helped provide the guidance and clar ... more

Hunter has been a pleasure to work with. He is extremely knowledgeable and does his due diligence to help us make sound financial decisions for both our family and our bu ... more

Anthony Mazzo has been a superior financial advisor and I thank him for his services

Working with Nancy has been a pleasure! Nancy has a wealth of knowledge and I can't wait to read her book. If you are in Boca Raton and are looking for a Financial Planne ... more

I’ve had the opportunity to speak with the President of this company on several occasions. They conduct themselves very professionally and have a robust internal commu ... more

Nice, big location right on federal highway with a drive through atm. They have several services available at this location .

I called looking for information, Erika answered the call, wished me "good luck" sarcastically and hung up the phone.

Cannot check Facebook twitter or anything else while waiting for service and connected to BoA WiFi which by the way requires email, phone and name to use it.

Sean is a fantastic financial advisor who truly cares about his clients. I HIGHLY recommend Sean for all of your financial needs.

Smart people, great service. People that truly care. Not only do they want you to succeed but they help you succeed!

Jason Weinrich is truly unique. I'm sure there are lots of good advisers out there who can help you earn a lot of money. But Jason takes financial planning and investin ... more

Great service, don't feel pressured. Trust them. But more importantly, they have made me a lot of $ in the last 7 years.

Dont go here for anything besides the ATM. Nobody answers the phone and the system is down for making any appointments.

Always willing to take time to answer all of my questions. He explains things so that I can understand what he is saying.

The lady who notarizes made me lose so much time. Refused to just notarize a document, and then she realized she messed up. I have millions of dollars with Bank of Ameri ... more

Always a great experience.

What daniel said

Just like the others easy access for a Deposit thru the Bank and the DriveThru.

Didn't really use the drive through however I went inside the Bank and the service was great. Professional and very helpful staff members.

Horrible experience!