Financial planners

Finding the right financial planner is crucial to your financial well-being and that of your family, now and in the future.

Arthur Rottenstein, Director of Registered Securities at Raymond James and Branch Manager at Boca Raton Financial Planners (a branch of Raymond James Financial Services, Inc.) works with a team of independent and experienced financial planners – Joseph Carpenito, Stephen Giauque, Jan Grobstein, Bruce Weisbard, Mark Willens, Charles A. Hall III and Ali Ansari – who pride themselves on the personal attention and care they give each client to help ensure their financial success. Offering sales and office management support, Lynn McGarity, with over 20 years of industry experience, is the first point of contact.

“Each financial planner manages their own clients and has, on average, 20 years of experience,” says Rottenstein, who has worked in the industry for about 40 years. “They are between 32 and 72 years old and are all extremely competent due to their many years of experience and the resources available to them at Raymond James.

“Most importantly, our financial planners really care about their clients.” Rottenstein explains. “The great thing about being in business this long is that we’ve been through all the economic conditions,” he says. “So while others are fleeing the market, we embrace it because we know our customers will be better off.”

Rottenstein himself is well versed in complex estate planning, as well as family and intergenerational planning, and develops a personalized program for clients using his strong relationships with lawyers, accountants and other professionals.

He knows that business and retirement planning also plays an important role in achieving clients’ goals, and that educating them on the use of trusts, asset allocation, tax strategies and management money lays the foundation for a strong and trusting relationship.

Clients appreciate that the professionals at Boca Raton Financial Planners are experienced in all areas of financial planning and that saving them money and providing comfort in turbulent times is paramount.

Boca Raton Financial Planners, a branch of Raymond James Financial Services, Inc., 301 Yamato Road, Ste. 3160, Boca Raton, 561-241-6616, bocaratonfinancialplanners.com

Securities offered by Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered by Raymond James Financial Services Advisors, Inc. Boca Raton Financial Planners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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