Expert Financial Services in Boynton Beach, FL
Comprehensive financial solutions and personalized guidance for individuals and families throughout Florida
About Custom Financial
Serving Boynton Beach, FL and surrounding areas, we're a trusted financial services provider committed to helping clients achieve their financial goals through personalized solutions and expert guidance.
- Licensed financial professionals
- Proven track record in financial services
- Boynton Beach, FL based and operated
Specializing in comprehensive financial solutions, investment strategies, and wealth management, our team brings years of combined experience to every client relationship. We pride ourselves on building long-term partnerships based on trust and financial empowerment.
View Our ServicesWhy Florida Chooses Custom Financial
From investment planning to wealth management, we deliver comprehensive financial services with proven results.
01 What financial services do you offer?
We provide a comprehensive range of financial services including investment management, retirement planning, wealth preservation, financial education, and portfolio analysis.
02 Do you work with both individuals and families?
Yes, we provide financial services for individuals, families, and businesses throughout Boynton Beach and the greater Palm Beach area.
03 What makes your approach different?
We create personalized financial strategies based on your unique situation, investment goals, and financial objectives, providing ongoing support and guidance as needed.
Our Financial Services
Comprehensive financial solutions and guidance
Investment Management
Strategic investment planning and portfolio management with personalized risk assessment
Retirement Planning
Comprehensive retirement strategies and wealth accumulation plans for your golden years
Financial Planning
Customized financial roadmaps and wealth management for long-term financial success
Our Service Process
How we help clients achieve financial success
Financial Assessment
Comprehensive review of your current financial situation, investment goals, and financial objectives.
Strategy Development
Creating personalized financial strategies tailored to your unique needs and investment objectives.
Implementation & Support
Executing your financial strategy with ongoing portfolio management and adjustments as needed.
Client Testimonials
What Florida clients say about our financial services
James R.
Investor, Boynton Beach
Custom Financial provided exceptional investment guidance when we needed it most. Their strategic insights and financial expertise made all the difference in our portfolio growth!
Sarah M.
Retiree, Delray Beach
Our retirement portfolio was transformed by Custom Financial's comprehensive approach. They understand wealth management and deliver peace of mind every time.
Michael T.
Business Owner, Boca Raton
I've trusted Custom Financial with my wealth management for years. Their team is reliable, knowledgeable, and truly cares about client success and financial well-being.
Our Financial Team
Meet the experts behind Custom Financial
Robert Johnson
Senior Financial Advisor15+ years experience in investment management and financial planning across Florida
Maria Rodriguez
Wealth Management SpecialistSpecializes in portfolio management and investment strategies with deep knowledge of market trends
Tom Wilson
Retirement Planning OfficerEnsures all retirement strategies meet our high standards for client suitability and long-term security
Lisa Chen
Client Relations ManagerYour point of contact for account management and financial guidance coordination
Financial Services FAQs
Common questions about our financial services
How do you approach financial planning?
We create comprehensive financial strategies based on your unique situation, investment goals, and financial objectives, using a disciplined approach to wealth management.
What types of investment services do you offer?
We offer portfolio management, retirement planning, wealth preservation, estate planning, and investment advisory services tailored to your specific financial goals.
Are you licensed financial advisors?
Yes, we operate as licensed financial service providers, complying with all Florida state regulations and industry standards for investor protection.
What areas do you primarily serve?
We primarily serve clients throughout Florida, with our main office in Boynton Beach and virtual consulting available for clients across the state.
How soon can you begin working with new clients?
We typically begin new client relationships within 1-2 weeks of initial contact, but can expedite for urgent financial planning needs.