Call us Today! (561) 998-9985 | Connect with us!
IT’S NEVER TOO LATE TO take the first step or get A SECOND OPINION.

12 Questions to Ask a Prospective Financial Advisor

  • Strategies for Financial Independence

    It is important to feel you have control over your future. At Singer Wealth Management, we offer our experience and knowledge to help you design your own strategy for financial independence.

    To schedule a time to discuss your financial future, contact us at, or call us at 561-998-9985 today!

    Directions to Boca Raton Office

    Coming from South of Boca Raton

    1. Merge onto I-95 N toward West Palm Beach
    2. Merge onto W Hillsboro Blvd/FL-810 E via Exit 42A
    3. Turn left onto N Dixie Hwy/FL-811
    4. Turn right onto SE 15th St
    5. Take the 1st right onto S Federal

    Coming from North of Boca Raton

    1. Merge onto I-95 S toward Miami
    2. Take Exit 48 toward FL-794
    3. Keep left to take the ramp toward Boca Raton
    4. Turn left onto N Federal Hwy/US-1 S/FL-5
    5. Turn right onto N Federal Hwy/US-1 S/FL-5
    6. In 4.3 miles 1515 S Federal Hwy is on the right

    Request a No Obligation Meeting
    Fill out my online form.

    Contact Us Today!

    Phone: 561-998-9985

    Fax: 954-337-0876


    Main Office — Boca Raton
    Fort Lauderdale
    West Palm Beach, FL
    Jupiter, FL
    Aventura, FL
    Miami, FL

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through Singer Wealth Advisors Inc., a registered investment advisory firm in the State of Florida.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.