The Best Credentialed financial advisors in Boca Raton, Florida

Patrick Lapadat is a financial consultant at Ameriprise Financial Services, LLC located at 1875 Corporate Boulevard Northwest in Boca Raton, Florida, United States. As a financial consultant, Patrick specializes in providing personalized financial advice and services to help clients achieve their financial goals. Each Ameriprise advisor, including Patrick Lapadat, has specific areas of focus that align with clients' needs. Clients can review Patrick's background, credentials, and experience to determine if he is the right advisor for them. To get started, clients can fill out a "Request consultation" form to connect with Patrick, who will then schedule a complimentary initial consultation to discuss their financial goals and create a customized financial plan.

Steve Levinson, a financial advisor at Ameriprise Financial Services, LLC, is located at 4800 North Federal Highway in Boca Raton, Florida, United States. With a focus on providing personalized financial solutions, Steve is dedicated to helping clients achieve their financial goals. At Ameriprise, each advisor has their own areas of focus, allowing clients to find an advisor that aligns with their specific needs. Clients can review Steve's background, credentials, and experience to determine if he is the right fit for them.

Patrick Shea - Ameriprise Financial Services, Inc. is a finance institution located at 1825 Corporate Boulevard Northwest in Boca Raton, Florida, United States. Each Ameriprise advisor at this institution has specific "Top areas of focus" to help align with your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best suits your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will reach out to schedule a complimentary initial consultation.

Lynne Marcus - Ameriprise Financial Services, Inc. is a finance institution located at 4800 North Federal Highway in Boca Raton, Florida, United States. Each Ameriprise advisor at this institution has specialized "Top areas of focus" to help align with your financial goals. You can review the backgrounds, credentials, and experience of the advisors to find the best match for your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will reach out to you to schedule a complimentary initial consultation.

Jason Valdez - Thrivent is a finance institution located at 150 East Palmetto Park Road in Boca Raton, Florida, United States. They offer licensing through the State Insurance Department's website and provide financial advice and guidance through their Financial Planning Framework. Clients can choose to engage further with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services. These services are provided by licensed financial advisors and professionals who are credentialed to provide investment advisory services. For more information on professional designations and requirements, you can visit their website or FINRA's Broker Check.

Kristi Clark - Thrivent is a financial institution located at 150 East Palmetto Park Road, Boca Raton, Florida, United States. They are licensed in multiple states including California, Florida, Georgia, Indiana, and Ohio. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are licensed and credentialed to provide expert advice. For more information on professional designations and services provided, visit their website or FINRA's Broker Check. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and it is recommended to consult with your attorney or tax professional for such matters.