Boca Raton, FL Financial Consultant

I was referred to Chuck Pugsley by a friend who highly recommended him. He is extremely knowledgeable and professional with Medicaid guidelines and helped my mother beco ... more

Chuck has been my auto insurance guy for years and is always there within minutes whenever I need him via phone or email. You would be smart to work with him. Thanks Chuc ... more

Rubin Wealth Advisors provide the perfect combination of financial advice and client care.  Bob Rubin focuses on the clients polically conservative poInt of view and conc ... more

Amazed!!!!!! Stephen is super professional And on his game! After hearing how so many companies could possibly be scams I was a little hesitant After speaking with Steph ... more

Very knowledgeable, easy to talk with.

These people are terrible. Dont have time to write a whole big long list of why, It just wouldnt be fair for me to not give them a well-deserved one star review, Thomas U ... more

Alma and her team are amazing. Thank you for all that you have done.

One box is the best in the biz, every time I need capital they are quick and easy. Mike is the man

I worked with Anthony, he was super thorough and made the process very easy. I loved the way he kept me informed every step of the way. I would definitely recommend.

Since starting my relationship with Weingard Wealth Management, my financial life has been clarified and planned in a manner for which I am very grateful. They lead a tre ... more

Great company! I have been in the call center industry for the better part of 20 years and have been screwed by so many merchant processors it is hard to count, however, ... more

I have had no good service from this office, I've called various times and they hang up you, put you on hold until they call drops. When I have spoken with a representat ... more

Excellent firm. Completed our taxes on time and with great expertise. Good to deal with knowledgeable and sensible pricing. Lots of good tax advice.

Hi! You may know me as your point of contact, account manager, or whatever. I am truly grateful for this company's help while I was with them. Unfortunately we had to par ... more

This company has been wonderful to work with. They do what they say they will and follow up. Everyone I have had the pleasure of working with has been great. You can a ... more

Very kind and knowledgeable staff. Patient and answered all my questions. They gave me options that fit my budget. Very excited to be debt free soon! 💖 So grateful ... more

All I knew was my investments weren't doing much. They showed me what I was paying in fees and I was shocked. After an assessment Jason helped me get into their propriet ... more

My financial advisor is amazing. I work with Brian Lum and he always spends time with me to discuss strategies to increase my funds. My mother and father were his clien ... more

Very thankful for all of their help.

We have had the absolute pleasure of working with Weinberg & Company for over a decade, and We cannot recommend their services highly enough. Over the years, their profes ... more

I couldn't believe I couldn't get a loan this easy,and all done. If your looking for a loan you have got to try Adam with BayBurg Financial ,its no hassel and he helps y ... more

Excellent advisor and accountant. Been working with this company since I started doing business. I would absolutely recommend them.