Wealthcare Financial
5301 North Federal Highway, Boca Raton, Florida, United States
About the Wealthcare Financial
Wealthcare Financial is a finance institution located at 5301 North Federal Highway, Boca Raton, Florida, United States. Specializing in disability insurance, life insurance, retirement planning, and investing, our experienced team of financial experts will work with you to design a custom strategy tailored to your individual needs and goals. We believe in providing personalized financial solutions that fit your strengths and address your specific needs, regardless of your career, age, or living situation. Whether you need assistance setting up a 401(k), 403(b), or an IRA, lowering your debt, saving for the future, investing wisely, or navigating the complexities of insurance, our team is here to help. As a physician, life insurance can provide peace of mind for your family, while understanding your income generation and tax situation is crucial for making sound financial decisions. Our staff is dedicated to providing the highest quality of service, with leaders who are experienced in investment advising, insurance, and financial planning. Schedule a no-obligation meeting with one of our advisors to start improving your financial situation today.
Photos of Wealthcare Financial
5301 N Federal Hwy suite 170, Boca Raton, FL 33487, United States
Opening hours of Wealthcare Financial
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 15:30
Saturday:
Day off
Sunday:
Day off
Reviews of Wealthcare Financial
"Both Shaun and Michael are incredibly knowledgeable! They make you feel welcomed from the start. The process is seamless and I never felt pressured. They are very patient and explain things in great details. It has truly been a pleasure working with them this far, and I am excited to see what the future holds. Amy, the front desk clerk is a pleasure, very welcoming and kind."
"Michael Boggiano and Shaun Tarzy have been my financial advisors for several years. They are a perfect team, and are always willing to met with you, and answer any questions or concerns that you may have. They are very supportive and willing to provide recommendations based on your individual needs. Shaun and Michael are very professional and knowledgeable. They provide the appropriate steps and strategies needed towards financial freedom for your retirement years."
"I have been working with Shaun Tarzy at WealthCare Financial on my Financial Planning and can only speak highly of him. Shaun is extremely professional, approachable and knowledgeable. Shaun makes sure he answers every questions I have and does not hesitate to spend additional time with me to ensure he goes through all the details that we need to cover. He is always prompt and available for me and I trust him with every financial decisions I make. I am looking forward to work with him for the years to come."
"Highly recommend Wealthcare Financial, very happy with their services. I have been working with Shaun and Mike for about 3 years now after being recommended to them by a friend. They have been helping me with my financial planning since graduating residency. Great guys, trustworthy and knowledgeable. Easily accessible and quickly answer financial questions I have. They coordinate with my CPA to help make the best decisions for me. I always feel they have my best interest in mind. I am very grateful to have these guys on my team and I am in a much better position now than I was 3 years ago."
"Shaun Tarzy of WealthCare Financial has been my financial advisor for over 7 years. Since our very first sit down, he has always taken the time to design and explain a specific game plan that works for me and my family. Through the years, Shaun has consistently availed himself to answer my questions, whether by phone or text. I highly recommend him to anyone looking to better plan for their financial future. There is no one else I would trust with my financial planning."
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