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The Strategic Wealth Advisor
- Financial Services
- Boca Raton, FL
About this business
Fiduciary: noun, an individual in whom another has placed the utmost trust and confidence to manage and protect property or money All of the fiduciary's actions are performed for the advantage of the beneficiary. As a fiduciary we have an obligation to act for your benefit. A fiduciary relationship encompasses the idea of faith and confidence and is generally established only when the confidence given by one person is actually accepted by the other person. The duties of a fiduciary include loyalty and reasonable care of the ... read more
Location details
1200 N Federal Hwy #200, Ste 200, Boca Raton, FL, 33432, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Working with Nancy has been a pleasure! Nancy has a wealth of knowledge and I can't wait to read her book. If you are in Boca Raton and are looking for a Financial Planner call Nancy J. Hite
I have been working with Nancy and have found her to be extremely helpful in meeting our financial goals. If you are looking for an honest well informed advisor I highly recommend The Strategic Wealth Advisor.
I had the great misfortune of dealing with Doug Sedlak, a financial advisor to this company. While it was in another context,he proved to be unethical & someone i would personally not recommend dealing with in any context.
No matter what or how much your financial situation is at this moment, we all need to plan for our future. Nancy is the professional that can help and guide you to where you need to create that light at the end of your financial tunnel.
Frequently asked questions about The Strategic Wealth Advisor
How is The Strategic Wealth Advisor rated?
The Strategic Wealth Advisor has a 3.8 star rating with 4 reviews.
When is The Strategic Wealth Advisor open?
The Strategic Wealth Advisor is closed now. It will open tomorrow at 9:00 a.m.
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