Our family has had the pleasure of working with Justin over the past year, and we truly appreciate his knowledge, professionalism, and thoughtful guidance. Despite having many clients, Justin consistently makes us feel like we are his top priority. He is attentive, responsive, and genuinely invested in helping our family achieve our financial goals. We highly recommend him!
Justin R. Massey | Financial Planner
Licensed
- 57 hires
- Based in Boca Raton, FL
- 8 years in business
- 1 employee
- Responds in about 2 hours
- Background checked
- License verified
About Justin R. Massey | Financial Planner
Our focus is providing you with education, transparency and guidance to assist with building your planning strategies. We work with those who are financially savvy, new to financial planning and everything in between. As a fiduciary, we put your best interest first. We specialize in fee-based financial planning services for families, working professionals & pre-retirees/retirees. We offer traditional investment management as well. We focus on ongoing financial planning relationships rather than limited engagement services such as “one time” plans. *Our firm is physically located in south Florida. We have full capability to work virtually with clients in other states.* The areas of financial planning we assist with include; • Fee-based financial planning • Retirement planning strategies • Wealth management • Investment planning/Portfolio review • Cash flow analysis & budgeting • Savings strategies • 401k/IRA rollovers • Proactive tax planning •. Protection/Insurance planning •. Estate/Legacy planning I am an Investment Advisor Representative and I am series 7, 6, 63, 65 & SIE licensed for investment planning.
Reviews
If you are looking for someone to have open dialogue with about your goals and needs. Justin is great for it. I didn't have too many expectations going into our meeting but I felt like he listened to what I wanted and gave me options that fit my goals.
Justin has been great to work with thus far although we’re in the beginning stages! I’m excited to get the ball rolling.
Justin is a great asset to his employer. He is professional and believes in communication with me as his client. I will and have recommended his outstanding services to others needed his expertise skills
I’m so glad that I started working with Justin. He is very responsive, patient and professional. My mind is at ease now that I know where I stand financially and I can make plans for the future with confidence. You won’t be disappointed if you choose to work with Justin.
Very valuable financial planning / wealth management ~ worth the investment!
Justin is exceptionally thorough and an excellent communicator. His kind and genuine nature reflects a true desire to help others. He is both relatable and down-to-earth, making it easy to build trust and feel supported when working with him.
Justin takes the time to regularly review account and financial information, which encourages me as a client to submit updates. Justin is also adaptable and ready to modify financial goals based on changes in circumstances (positive or negative). I highly recommend him! Stef
Justin has been awesome to work with. He's very professional, punctual, responsive, and informative. He breaks things down so that you understand what you're looking at. He really listens to get a clear understanding of what you want to accomplish and gives you professional feedback from his experience on what he recommends you do. I would definitely recommend Justin to anyone looking for a Financial planner.
Justin is a great partner in helping me reach my financial goals!
Exceptionally prepared and with handouts to reinforce the type of services and products to expect.
Justin is extremely responsive, professional, very knowledgeable, easy to speak with, and certainly qualified to do the job! He addressed all questions and concerns to my satisfaction. Unfortunately, due to Justin and I being in different states, I decided to select someone local. However, if working with somone local is not a concern, I would recommend working with Justin!
Services
Justin R. Massey | Financial Planner★ 5.0
Check availability