Justin Massey - Financial Planner
Justin Massey - Financial Planner

Justin Massey - Financial Planner

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Service type

Responds in about 37 min

Introduction: Our focus consists of working with professionals, families & business owners, primarily in the millennial & generation X age ranges. I identify well with these groups and strive to provide peace of mind & knowledge to those who are seeking guidance regarding financial planning strategies. In addition, we also have capability to assist pre-retirees & retirees. New to Thumbtack, but not to the industry! I've been in the financial planning business since 2018. I understand the complexities that surround our financial lives. Many times, the millennial age group incurs many new changes (marriage, kids, career changes etc) that it can become overwhelming at times. The generation X age group may be preparing for retirement. Sound financial planning helps navigate those elements. Our firm assists with many areas of financial planning including, • Investments • Wealth management/accumulation • Retirement planning • Protection planning (Life insurance & Disability insurance) • Estate/Legacy planning We work best with individuals with income of $100,000+ and couples with household income of $150,000+.
Overview

Hired 1 time

Serves Boca Raton, FL

Background checked

License verified

1 employee

6 years in business

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

10 reviews

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pro avatar
Sheyanne R.
Feb 25, 2024
Justin‘s responsiveness is immaculate. Anytime I have a question or concern about my finances. He clearly explains to me my opportunities and goals. He consistently advises me to prepare for my future financial goals. Very happy and pleased to have him as my financial advisor.
pro avatar
Lyndon J.
Feb 21, 2024
Justin’s ability to forecast and provide substantive input increases his credibility as a financial expert. His level of expertise and awareness of the market cements a level of comfortability from those who he has the opportunity to serve. Continue the great work!
pro avatar
Aaron W.
Feb 21, 2024
Justin has been my advisor for the last 3 years and it’s been a great experience. Any questions I have or any changes I need made he’s always there for my help at any time. I would refer him to all of my friends and family for their financial help.
pro avatar
Wanetta Vanessa M.
Feb 21, 2024
Justin is compassionate about what he does. A great communicator, however most importantly he listens to you to find solutions to fit your personal financial situation. On time and optimistic and always open to help you. Highly recommended.
pro avatar
Darryn M.
Feb 23, 2024
From not knowing anything to being well versed enough to have in depth conversations and understanding the terms/lingo within the paperwork, Justin walked me through the whole process. He was patient in teaching me, allowing me to learn the process at my pace rather than blowing through everything. He has been extremely responsive whenever I have a question or need an update on something within our agreement. The level of professionalism to deal with someone who is always over booked and overstimulated is incredibly high and he has set a new standard for me. Justin, thank you for making everything so easy and I look forward to our next meeting, I’ll try to be on time and not on another call this time.
Credentials
License

License Type: Investment Adviser Representative (FL)

License verified on 2/22/2024

License

License Type: Broker (Securities) (FL)

License verified on 2/22/2024

Background Check

Justin Massey

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