Guided Financial Advisors - West Palm Beach, Florida

Address: 700 S Rosemary Ave #204, West Palm Beach, FL 33401.
Phone: 5612281450.
Website: guidedfa.com
Specialties: Financial advisor, Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating.
Opinions: This company has 25 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Guided Financial Advisors

☎️5612281450

⏰ Open Hours of Guided Financial Advisors

Monday: 8 AM–6 PM
Tuesday: 8 AM–6 PM
Wednesday: 8 AM–6 PM
Thursday: 8 AM–6 PM
Friday: 8 AM–6 PM
Saturday: 9 AM–12 PM
Sunday: Closed

Discover the Expertise of Guided Financial Advisors

If you're seeking financial guidance tailored to your unique needs, look no further than Guided Financial Advisors, located at Address: 700 S Rosemary Ave #204, West Palm Beach, FL 33401. This esteemed firm offers a comprehensive suite of services including Financial advising, Financial planning, and Investment services. With an emphasis on accessibility and customer satisfaction, Guided Financial Advisors stands out as a reliable partner in your financial journey.

Key Features:

- Expert Services: Specializing in Financial advising and Financial planning, Guided Financial Advisors ensures your financial roadmap is precise and effective.
- Investment Expertise: Their Investment service is designed to grow your wealth wisely, tailored to various investment goals and risk tolerances.
- Accessibility: Committed to inclusivity, the firm boasts a wheelchair accessible entrance, parking lot, restroom, and seating, ensuring a comfortable experience for all clients.
- Online Presence: Their website, guidedfa.com, provides valuable resources and insights into their services.

Customer Reviews:

Guided Financial Advisors boasts an impressive 25 reviews on Google My Business, with an average rating of 5/5. This high rating reflects the firm's commitment to excellence and client satisfaction. Here are some highlights from their reviews:

- "Exceptional guidance and planning, highly recommend"
- "Their investment advice has been spot on for my retirement savings."
- "The accessibility of their office made a huge difference for me."

Recommendations for Potential Clients:

For anyone considering financial guidance, here are some steps to take:
- Visit their website to understand their approach and services better.
- Call them at 5612281450 to schedule a consultation.
- Check online reviews to get a sense of their reputation and client experiences.
- Consider their wheelchair accessibility features if mobility is a concern, ensuring a welcoming environment.

👍 Reviews of Guided Financial Advisors

Guided Financial Advisors - West Palm Beach, Florida

Abby C.

5/5

I’ve had the pleasure of working with the team at Guided Financial Advisors, and I couldn’t be more impressed with their professionalism, knowledge, and genuine dedication to helping clients succeed. Their team takes a personalized approach to financial planning, ensuring every detail is tailored to meet individual goals and needs.

What truly sets them apart is their ability to explain complex financial concepts in a clear, approachable way. With their guidance, I feel more confident about my financial future. If you’re looking for a team that genuinely cares and delivers exceptional service, I highly recommend Guided Financial Advisors!

gero M.

5/5

Nick has been amazing to work with! He really took the time to listen and get to know what I wanted for my future. I felt completely confident in his advice, and he made complex financial decisions easy to understand. You can tell he genuinely cares about his clients.

Michael M.

5/5

I had the pleasure of working with Ben Kopen at Guided Financial Advisors, and I couldn’t be more impressed. Ben is incredibly knowledgeable, professional, and takes the time to truly understand your financial goals. He provides clear, personalized advice and makes sure you feel confident every step of the way. Whether you’re just starting out or looking to refine your financial strategy, Ben is the advisor you can trust to help you make smart, informed decisions. Highly recommend!

Rony E.

5/5

Guided Financial, especially Nick Sowers, made a big difference in my tax planning. Nick really knows his stuff and showed me ways to save on taxes that I hadn’t even considered. He explained everything clearly and made the whole process so much easier. If you’re looking to maximize your tax savings, Nick is the person to trust. Highly recommend!

Isabel C.

5/5

I've known Ben for years, and his work is consistently thorough and reliable. He takes initiative and has proven to be trustworthy in all my financial decisions. Highly recommend!

Samantha S.

5/5

My experience with Trace & Nick has been exceptional. Their expertise and personalized approach have been instrumental in helping me navigate complex financial decisions with confidence. They took the time to understand my unique goals and crafted a comprehensive financial plan.Their professionalism and responsiveness have consistently exceeded my expectations. I highly recommend Trace & Nick to anyone seeking trustworthy guidance and strategic financial planning.

Daniella J.

5/5

This is a company with great values! I personally know Michael S, he is a dedicated person, who always has your best interest at heart, he isn’t scared of the hard work to go above and beyond.

Jon S.

5/5

A year ago, my wife and I sought the expertise of Guided Financial Advisors to gain clarity and control over our financial objectives. Nick and Blake have been outstanding in assisting us with managing our current assets to ensure we achieve our future retirement goals. Using Guided Financial was an wise decision, and we highly recommend their services.