Spectrum Planning Group 951 Yamato Road, Boca Raton, FL 33431
About the Business
Spectrum Planning Group, located at 951 Yamato Road in Boca Raton, Florida, is a finance institution offering a full range of financial services, asset management, and investment products. Their goal is to help clients save their assets for purposes other than long-term care, while ensuring the quality of life for their spouses and loved ones. They address various challenges such as geographical boundaries, communication barriers, caregiving needs, and cognitive health issues. Operating with the highest standards of objectivity, professionalism, and integrity, Spectrum Planning Group prioritizes clients' interests. David Brown, a registered CFP® and ChFC®, offers securities through Kovack Securities, Inc., and advisory services through Kovack Advisors, Inc. Clients can expect personalized advice tailored to their specific needs and goals.
Location & Phone number
951 Yamato Rd #201, Boca Raton, FL 33431, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I'm not sure where the 1 star comes from but I've been associated with the Spectrum Planning family for several years now and I have ALWAYS found the "Davids" (Brown and Meyer) to be helpful, courteous and above all knowledgeable. Darned nice guys, too."
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Management
- Comprehensive Financial Services
- Customized Investment Strategies
- Estate Planning
- Financial Advisor
- Financial Consultant
- Financial Decision Support
- Financial Future
- Financial Goals
- Financial Guidance
- Financial Health Assessment
- Financial Independence Planning
- Financial Peace Of Mind
- Financial Plan Optimization
- Financial Plan Review
- Financial Planning
- Financial Resource Management
- Financial Risk Assessment
- Financial Roadmap Development
- Financial Security
- Financial Strategy
- Financial Success Planning
- Holistic Financial Planning
- Insurance Planning
- Investment Advice
- Long-Term Financial Planning
- Pension Planning
- Personalized Financial Planning
- Portfolio Management
- Retirement Advisor
- Retirement Financial Planning
- Retirement Income
- Retirement Investment Planning
- Retirement Planning
- Retirement Savings Strategies
- Risk Management
- Strategic Financial Planning
- Tax Planning
- Wealth Management
- Wealth Preservation Strategies
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