In Their Own Words

Read what Singer Wealth clients are saying about the service and support we provide.

What Clients Are Saying:

What Clients Are Saying:

"My husband and I came to Singer Wealth Managment to discuss how we were managing our finances during our retirement. We wanted to know our options and what might be available for our future financial planning. We were and continue to be, very impressed with the personalized professional service and advice given to us and how Singer has tailored our portfolio to suit our situation and future needs. We feel very comfortable putting our finances in your care and allowing you to guide us in the right direction. I have no hesitation in recommending your services with complete confidence and I look forward to our continued relationship." — Cory G.
This testimonial was given by a current SWA Client. No compensation was provided.
"Keith has a first class operation. First and foremost, Keith was very knowledgable with placing the proper plans together for me based on MY current and future needs and goals. Second, I appreciate the time he spend furthering his education with not only a law degree but as a certified financial planner. He is up on the changes in the market and has been proactive in keeping me informed. His staff is fantastic and keeps me up to date. All of this said, most importantly, Keith has been a friend for 22 years, and I am very appreciative for all that he has done for me. I would highly suggest meeting with him. I assure you, that a meeting will be of great benefit to you and your family. -Kevin Homer (45-year Palm Beach County resident)" — Kevin H.
This testimonial was given by a current SWA Client. No compensation was provided.
"Customer service is outstanding. Always available." — Robert P.
This testimonial was given by a current SWA Client. No compensation was provided.
"I appreciate the fact that with Singer I have access to investment vehicles other have not suggested. Also explanations are always straight forward and complete." — David B. Bren B.
This testimonial was given by a current SWA Client. No compensation was provided.
"I feel that at Singer Wealth I receive exceptional advice, and opportunities to different investments that I would not receive with other advisers." — William M.
This testimonial was given by a current SWA Client. No compensation was provided.
"I've always managed my own investments and it was a difficult decision to hand over this responsibility. However I believe I made the right decision. I haven't found any flaws in the investment allocation strategy. Many of the investments would not have been available to me as a private investor. The advisors are friendly, knowledgeable and informative, and I enjoy our quarterly meetings. They make investing fun." — Geoff G.
This testimonial was given by a current SWA Client. No compensation was provided.
"Meeting Keith Singer has been my good fortune, he has literally ensured my retirement with peace of mind . Simply stated, Singer has made my family’s life more secure therefore better." — Lawrence L.
This testimonial was given by a current SWA Client. No compensation was provided.
"I discovered Singer Wealth by attending a very informative workshop in Deerfield Beach that was conducted by Steven Trachtenberg. I purposely sat in the front row so I could hear everything and also try to interact with Steven. I must tell you that it was with great pleasure to sit through the entire seminar and interact with him. I threw out a ton of questions and was very pleased with how patient and detailed Steven handled them. I found that the knowledge that Steven had was very beneficial for me, and was the beginning of my adventure of researching Singer Wealth. After attending several non-pressure meetings at their office, which really was very informative. I finally came to the conclusion that I performed all of my due diligence in reviewing other financial advisor companies and selected Singer Wealth. I am pleased to say that Singer Wealth has guided me to a much better direction and most of all, better control of my assets. I highly recommend Singer Wealth for consideration for advice and getting on a better track with your investments." — Lu V.
This testimonial was given by a current SWA Client. No compensation was provided.

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Your Retirement

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