Shevak Financial Services
Shevak Financial Services, located in Boca Raton, FL, is a comprehensive wealth management firm offering holistic financial planning services. As an Investment Adviser Representative with LPL Financial, they help clients define their long-term investment objectives and build personalized investment portfolios to manage them. They provide objective financial advice on a fee basis, covering various areas such as managed asset plans, retirement planning, estate planning, life insurance, disability insurance, long-term care insurance, individual stocks, and strategic asset management. Their team of Financial Consultants, registered with LPL Financial, are dedicated to understanding clients' financial needs, goals, and lifestyles. They offer customized investment portfolios, simplified performance reporting, ongoing professional advice, and timely information about clients' accounts and the world's financial markets. With a focus on fee-based asset management, Shevak Financial Services aims to help clients pursue their short- and long-term investment goals while providing flexibility to adjust investment portfolios as objectives or economic climates change.Generated from the website
