A big part of financial success is trust in your financial advisor. Our clients trust us, here are some of our reviews from Google.
We are trusted by medical professionals all over Florida
“Highly recommend Wealthcare Financial, very happy with their services. I have been working with Shaun and Mike for about 3 years now after being recommended to them by a friend. They have been helping me with my financial planning since graduating residency. Great guys, trustworthy and knowledgeable. Easily accessible and quickly answer financial questions I have. They coordinate with my CPA to help make the best decisions for me. I always feel they have my best interest in mind. I am very grateful to have these guys on my team and I am in a much better position now than I was 3 years ago.”
— DR. David Traficante | Google Reviews
Trusted by small business owners all over Florida
“Michael and Shaun have given me great guidance in both my personal and business affairs. I love how thorough and detailed they are. I especially like how knowledgeable they are and how they break everything down so I can understand it. It’s refreshing to work with people who thrive on helping others. I highly recommend WealthCare Financial!”
— Chris Athans | Google Reviews
We focus on your finances so you can focus on your life
“I have been working with Shaun Tarzy & Michael Boggiano in WealthCare Financial for almost a year. Managing personal finance while working in a busy job can always be stressful. It is a great relief to find someone knowledgeable and trust worthy who can help you. Both Shaun & Michael are very professional with solid work ethics. I value their advise, and strongly recommend them to anyone who is looking to grow their financial base.”
— Dr. Mayank Roy | Google Reviews
We build long term relationships with our clients
“My parents have been seeing Shaun for many years and now me and my husband see him as well! He is very professional, friendly, knowledgeable and always explains things I don’t understand. We trust him to give us good insight and guidance and he never lets us down. I consider him a family friend as well as someone we trust professionally for our family. 100% recommend!”
— Charissau Urso | Google Reviews
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We focus on your financial future, not services we can sell
“Anyone who is looking to UNDERSTAND what their hard earned money will be doing once invested and most importantly WHY a certain financial decision was made SHOULD get in touch with Shaun Tarzy and Michael Boggiano at WealthCare Financial.
JDS | Google Reviews
An extremely professionally run financial firm. Knowledge and experience is a given in this world and they have that in abundance. They stand apart from many other Financial firms because for them, clients interest not only comes first but is their only interest. These guys are “NOT SALESMEN” and that makes the biggest difference while choosing a financial professional to trust with your hard earned money.
I am posting this review with some 1st hand, friends and family experiences. Also having worked in the financial industry for a while, knowing the ins and outs of many things that never surface to the non-financial professionals i can confidently recommend them to plan your Financial future – may it be Insurances, Investing or both, they will take care of it all.”
Our advisors will create a personalized plan that works for you
WealthCare Financial has been a huge asset to our family. They are kind, considerate and abundantly knowledgeable in the financial space. They helped me and continue to help me financially plan for my family’s future. They are always available and up to date on the latest financial developments. They 100% listened to our priorities and created a personalized plan. I highly recommend their services.
Jennifer Jordan | Google Reviews
We are always here to help, no matter how small the question
“Shaun Tarzy of WealthCare Financial has been my financial advisor for over 7 years. Since our very first sit down, he has always taken the time to design and explain a specific game plan that works for me and my family. Through the years, Shaun has consistently availed himself to answer my questions, whether by phone or text. I highly recommend him to anyone looking to better plan for their financial future. There is no one else I would trust with my financial planning.”
Seth Weinstein | Google Reviews