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Advisors Who Care

Advice That Matters

Dedicated Financial Planning and Investment Management Services  

For South Florida and Beyond

Set a time to speak with us

Approaching Your Needs with Credibility, Knowledge and Education

With over 50 years of industry experience, Feller Financial Services offers comprehensive strategies through a spectrum of financial services. From working towards building your wealth to planning for your family’s future, we are financial advisors located in South Florida.

Located in Boca Raton, we passionately help individuals and families approach their financial concerns, needs and interests locally and throughout the United States. Whether you are a veteran of success or are just starting to manage your portfolio, our team of experienced professionals can help you work towards pursuing your goals.

As Your Financial Professionals

We Develop Tailored Solutions for a Sound Future

Investment Management Boca Raton, FL Feller Financial Services

Investment Management

We’ll help you understand how your unique risk tolerance, time horizon and long-term goals can affect your portfolio as we develop an investment strategy tailored to address your needs.

Financial Planning

This process is the framework on which portfolio management, risk management, estate planning strategies and tax planning strategies are built. We’ll work with you to define your financial goals and build a plan that will serve as a financial roadmap to help you reach them successfully.

Financial Planning Boca Raton, FL Feller Financial Services

Insurance Planning Boca Raton, FL Feller Financial Services

Insurance Planning

With access to several insurance providers, we’ll help alleviate your concerns and address your questions to prepare you and your loved ones for the unexpected.

Your success motivates us to continue providing unique, tailored solutions for current and potential clients alike. Whether you’re interested in learning more about the inspirational events we offer or want to gain insight into your financial circumstances, we look forward to getting to know you.

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