Feller Financial Services - Boca Raton, Florida

Feller Financial Services

Feller Financial Services, located at 1900 Glades Rd Suite 354, Boca Raton, FL 33431, United States, is a highly regarded financial planning and investment firm. With a phone number of 5613141800 and a website at fellerfs.com, they offer a range of financial planning and investment services.

Specializing in financial planning, financial consulting, and investment services, Feller Financial Services has established a strong reputation in the industry. Other notable points of interest include online appointment scheduling, on-site services, a wheelchair-accessible parking lot, entrance, and restroom, as well as being an LGBTQ+ friendly establishment. It is recommended to make an appointment prior to visiting.

With an impressive average rating of 4.9 out of 5 stars based on 118 reviews on Google My Business, Feller Financial Services has consistently delivered exceptional service to its clients. The company's commitment to providing clear, easy-to-understand financial guidance has been particularly praised by clients, such as those who have appreciated the expert advice and guidance provided by Richard Koblick, a key figure at the firm.

Whether you're approaching retirement or seeking expert financial planning and investment advice, Feller Financial Services is well-equipped to assist you. With a strong focus on personalized service and a reputation for excellence, this financial planning firm stands out in the industry.

👍 Reviews of Feller Financial Services

Debra H.

5/5

For the past several years, I have been working with Richard Koblick both prior to my retirement and now the last two years while I’ve been retired and it has been an amazing experience. I am not a financially savvy. Individual and Richard has made things so very clear and easy to understand, not only as I approached retiring with a little apprehension, but he’s kept things clear and easy for me these last two years and managing my finances. I truly appreciate the advice and guidance that he and Feller have provided me and look forward to continuing to working with them in the years to come

Jane G.

5/5

I've been with Richard Koblick since he followed his father's footsteps into the Financial Services arena 17 years ago! He is sooooo knowledgeable and takes the time to explain and break things down in a way you can understand. His partner Josh Feller is the same. I do not hesitate in recommending Feller Financial Services!

Nikki J.

5/5

As a first-generation individual with minimal knowledge of finance, I was fortunate to be referred to Richard at Feller Financial who has been an absolute game-changer in my financial journey. From the moment I first met with him, I felt welcomed and understood.Richard took the time to patiently explain complex financial concepts in a way that was clear and easy for me to grasp. He listened attentively to my goals and concerns, and then crafted a personalized plan that aligned perfectly with what I wanted to achieve in the long term.His expertise and professionalism are truly unmatched. He guided me through investments, retirement planning, and even helped me set up a solid emergency fund—all while ensuring I understood every step of the process. It's incredibly reassuring to know that my financial future is in such capable hands.I highly recommend Richard to anyone who, like me, is navigating the world of finance. Whether you're starting from scratch or looking to optimize your financial strategy, he will provide invaluable insights and support every step of the way. Thank you, Richard for empowering me to take control of my finances and work towards my dreams with confidence!

David R.

5/5

I had met Richard Koblick at a trade show in 2017. We briefly spoke and he wanted to do a proposal regarding my investment account as I had just recently retired. He has assisted me with making some great financial plans and goals. Recently, he assisted with getting my father-in-laws 401K and Brokerage accounts transferred with their guidance. They have made things so much easier and simpler for us. I highly recommend Feller Financial Services.

Denise P.

5/5

Josh, Richard and the team are professionals. They are interested in doing their very best for their clients. I have been with the firm for over 15 years and feel comfortable and valued.

Terri J.

5/5

Josh and Richard are great to work with as the team at Feller Financial. They always follow up and make comfortable recommendations based on risk tolerance. I have seen my investments grow substantially over the last several years. Now that I’m retired I most definitely have peace of mind with them. Thank you to Feller Financial to making me feel confident with my funds.

Margi M.

5/5

My spouse and I have been working with Richard on our financial plan for about 15 years. During this time Richard has always kept us informed of how our plan has been progressing.
He always responds quickly to our questions and requests. We have such confidence in Richard that we have recommended him to many of our friends and family.
If you’re in need of a Finance Planner that is knowledgeable of markets and cares deeply about his clients Richard is the man for you.

alyson C.

5/5

I have been working with Richard Koblick at Feller Finanacial and can't say enough about his assistance as well as positive results with my retirement fund. I am now retired and he continues to meet with me regularly and review everything. This is so helpful for me as I am not very savvy about all the various funds, etc. So glad I found them!