Justin R. Massey | Financial Planner | Boca Raton, FL

Total Hires: 26 times
Service Area: Boca Raton, FL
Team Size: 1 employee
Business Duration: 7 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

We emphasize providing you with education and guidance to build your planning strategies. You hire us as fiduciary financial planners.

We specialize in flat fee financial planning services for working professionals & pre-retirees/retirees. We offer traditional investment management as well. Our financial planning fees start at $2,500

*Our firm is physically located in south Florida. We have full capability to work virtually with clients in other states.*

The areas of financial planning we assist with include;

• Fee-based financial planning

• Retirement planning strategies

• Wealth management/accumulation

• Investment planning/Portfolio review

• Cash flow analysis

• Savings strategies, budgeting

• 401k/IRA rollovers

• Proactive tax planning

•. Protection/Insurance planning

•. Estate/Legacy planning

I am an Investment Advisor Representative and I am series 7, 6, 63, 65 & SIE licensed for investment planning.

License

- License Holder: Justin Massey
- License Type: Broker (Securities) (FL)
- License number: #6945124
- License verified on 1/27/2025
- Valid through 1/27/2027

Verification

Background Check
- Justin Massey
- Completed on 2/21/2024

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