Best Financial Planners in Boca Raton, Florida
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Boca Raton
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-5 of 5 Financial Planners listings in Boca Raton, FL · page 1 of 1

Score breakdown
- Financial Planner
- Boca Raton, Florida
- (561) 314-1800
- fellers.com
Feller Financial Services of Boca Raton: Feller Financial Services is a Financial Planner in Boca Raton, FL. The business maintains a 5.00 rating. Since 1986, Fellers has served as a reliable source for customers and installers across the United States. The company specializes in providing signs and...

Score breakdown
- Financial Planner
- Boca Raton, Florida
- (561) 270-3006
- marmorsteinwealth.com

Score breakdown
- Financial Planner
- Boca Raton, Florida
- (561) 705-2005
- wealthcare.com
Wealthcare Financial of Boca Raton: Wealthcare Financial is a financial planner in Boca Raton, FL, specializing in health savings accounts (HSAs) and personalized financial guidance for individuals and families. The firm helps clients manage healthcare spending and saving through interactive...

Score breakdown
- Financial Planner
- Boca Raton, Florida
- (561) 599-5600
- stonebrook-golf.com
Stonebrook Wealth Partners of Boca Raton: Stonebrook Wealth Partners is a Financial Planner in Boca Raton, FL. It holds a rating of 5.00 based on 0 customer reviews. The source material provided for this business is technically blocked or irrelevant to the entity in question. The website title, meta...

Score breakdown
- Financial Planner
- Boca Raton, Florida
- (561) 680-6625
- wealthenhancement.com
Wealth Enhancement Group of Boca Raton is a Financial Planner in Boca Raton, FL. The business focuses on household net worth and wealth as a defining factor of economic well-being, helping clients understand how assets can serve as an additional source of...
What the Data Shows for Financial Planners in Boca Raton
40% of the 5 financial planners we measured in Boca Raton reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 47, compared with an average SEO score of 73.
The average Google rating across 5 rated financial planners is 5.0, and the median listing has 1 review.
None of the 5 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 23, 2026. What each score measures: How We Score.
BizScoreAI compares 5 financial planners in Boca Raton, Florida by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Boca Raton ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Boca Raton, Florida does BizScoreAI track?
5 financial planners in Boca Raton currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 71.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 40% of measured financial planners in Boca Raton score 50 or higher.
Is being listed free?
Yes. Every financial planner in Boca Raton is listed and scored for free, and claiming a listing is free too.