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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
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.
Overview
Current Top Pro
Hired 54 times
Serves Boca Raton, FL
Background checked
License verified
1 employee
8 years in business
Business hours
This pro hasn't listed their business hours.
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Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2025
Services offered
Service type
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, professionalism, and work quality.
Exceptional 5.0
36 reviews
5
100%
4
0%
3
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2
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1
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Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Megan H.
2 weeks ago
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Hired on Thumbtack
Justin has been great to work with thus far although we’re in the beginning stages! I’m excited to get the ball rolling.
Personal Financial Planning
Benny P.
Aug 15, 2025
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Hired on Thumbtack
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 R. Massey | Financial Planner's reply
Benny, I appreciate the kind words! I'm excited to continue our work together.
Personal Financial Planning
Stephen P.
Nov 4, 2025
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Hired on Thumbtack
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 R. Massey | Financial Planner's reply
Thanks Stef! You’ve been equally great to work with. Look forward to a continued partnership.
Personal Financial Planning
Ash A.
2 days ago
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Hired on Thumbtack
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.
Personal Financial Planning
Ronald W.
Jan 6, 2025
•
Hired on Thumbtack
Very informative and understanding of your financial needs. Justin took all areas of your financial portfolio and devised a great plan of action for your needs. He is very responsive and will answer your questions in a timely manner. If you looking for a financial advisor, he would be a great choice.
Justin R. Massey | Financial Planner's reply
Ron, it's been great getting to know you & Kim as we continue to work together! Thank you
Personal Financial Planning
Credentials
License
License type: Broker (Securities)
License state: FL
License verified on 1/27/2025
Background Check
Justin Massey
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Ongoing Financial Planning - a fee based service in which you hire our team as fiduciary financial planners to assist with holistic planning. In this type of relationship, we analyze your whole financial situation. We provide advice, guidance, recommendations and build a custom financial plan. As your planning team, we’re at your full disposal to provide research for you to make informed decision in all aspects of your financial life. The planning relationship is initially for a 1 year agreement of financial planning services.
Investment Services - We are able to assist with investment account creation or management. Services include investment accounts, retirement accounts, 401k/IRA rollovers, annuities etc, in either a brokerage account or managed account platform. For brokerage accounts, that encompasses a "buy & hold" strategy, I am compensated through brokerage fees. For managed accounts, that encompasses ongoing maintenance, rebalancing & review. I am compensated through a % of assets under management (AUM).
Insurance Services - I am able help implement protection planning for yourself and your family. Typically, the main pieces we focus on are life Insurance & disability Insurance. I am compensated through commissions on insurance products that are recommended to fit your needs.
What is your typical process for working with a new customer?
Our typical process is pretty simple!
- We start with an initial meeting to most importantly get to know each other. This allows us to chat and identify if we would be effective working together. You have the floor to ask me any questions, as well as speak what's on your mind & what you'd like to accomplish! I also use this time to understand a glimpse into your situation, as well as provide you with a background on myself. The initial meeting should not be centered around products and solutions.
- The next step (once we like each other) is figuring out the best way to work together. This is important to understand as it defines what type of relationship you expect to have moving forward.
-The remaining steps after this are all dependent on the first two. Some individuals know what they want and take action quicker. For others it takes more time to peel back the layers and get to recommendations at a later date.
What education and/or training do you have that relates to your work?
I am an Investment Advisor Representative and I am series 7, 6, 63, 65 & SIE licensed for investment planning.
I am 2-15 licensed for insurance planning
