The Strategic Wealth Advisor ️ - Boca Raton, Florida

The Strategic Wealth Advisor ️

Address: 1200 N Federal Hwy Suite 200, Boca Raton, FL 33432

Phone: 5619978800

Website: thestrategicwealthadvisor.com

Specialties

• Financial planner

Other Points of Interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• LGBTQ+ friendly
• Appointments recommended

Opinions

This company has 2 reviews on Google My Business.

Average Opinion

2.5/5

The Strategic Wealth Advisor ️ is a renowned financial planning firm located at 1200 N Federal Hwy Suite 200, Boca Raton, FL 33432. With a dedicated team led by Nancy, the company specializes in providing personalized financial planning services to help clients navigate their financial journey and secure a brighter future.

Serving a diverse clientele, The Strategic Wealth Advisor ️ has made efforts to ensure their office is accessible to all, offering wheelchair accessible entrance, parking lot, and restroom facilities. Additionally, they uphold an inclusive environment, welcoming clients from all walks of life, including the LGBTQ+ community.

Testimonials from satisfied clients highlight the personalized approach taken by Nancy and her team, guiding clients to create a solid financial plan tailored to their unique needs. Despite the challenges that may arise in one's financial situation, Nancy's expertise and dedication help illuminate the path towards achieving financial stability and success.

With an average rating of 2.5/5 based on 2 reviews on Google My Business, The Strategic Wealth Advisor ️ demonstrates a commitment to providing quality financial planning services, even if there is room for improvement.

👍 Reviews of The Strategic Wealth Advisor ️

Dennis B.

4/5

No matter what or how much your financial situation is at this moment,
we all need to plan for our future. Nancy is the professional that can help and guide you to where you need to create that light at the end of your financial tunnel.

Linda K.

1/5

I had the great misfortune of dealing with Doug Sedlak, a financial advisor to this company. While it was in another context,he proved to be unethical & someone i would personally not recommend dealing with in any context.