Guided Financial Advisors - West Palm Beach, Florida

Abby C.

I’ve had the pleasure of working with the team at Guided Financial Advisors, and I couldn’t be more impressed with their professionalism, knowledge, and genuine dedication to helping clients succeed. Their team takes a personalized approach to financial planning, ensuring every detail is tailored to meet individual goals and needs.

What truly sets them apart is their ability to explain complex financial concepts in a clear, approachable way. With their guidance, I feel more confident about my financial future. If you’re looking for a team that genuinely cares and delivers exceptional service, I highly recommend Guided Financial Advisors!

gero M.

Nick has been amazing to work with! He really took the time to listen and get to know what I wanted for my future. I felt completely confident in his advice, and he made complex financial decisions easy to understand. You can tell he genuinely cares about his clients.

Rony E.

Guided Financial, especially Nick Sowers, made a big difference in my tax planning. Nick really knows his stuff and showed me ways to save on taxes that I hadn’t even considered. He explained everything clearly and made the whole process so much easier. If you’re looking to maximize your tax savings, Nick is the person to trust. Highly recommend!

Michael M.

I had the pleasure of working with Ben Kopen at Guided Financial Advisors, and I couldn’t be more impressed. Ben is incredibly knowledgeable, professional, and takes the time to truly understand your financial goals. He provides clear, personalized advice and makes sure you feel confident every step of the way. Whether you’re just starting out or looking to refine your financial strategy, Ben is the advisor you can trust to help you make smart, informed decisions. Highly recommend!

Isabel C.

I've known Ben for years, and his work is consistently thorough and reliable. He takes initiative and has proven to be trustworthy in all my financial decisions. Highly recommend!

Samantha S.

My experience with Trace & Nick has been exceptional. Their expertise and personalized approach have been instrumental in helping me navigate complex financial decisions with confidence. They took the time to understand my unique goals and crafted a comprehensive financial plan.Their professionalism and responsiveness have consistently exceeded my expectations. I highly recommend Trace & Nick to anyone seeking trustworthy guidance and strategic financial planning.

Jon S.

A year ago, my wife and I sought the expertise of Guided Financial Advisors to gain clarity and control over our financial objectives. Nick and Blake have been outstanding in assisting us with managing our current assets to ensure we achieve our future retirement goals. Using Guided Financial was an wise decision, and we highly recommend their services.

Daniella J.

This is a company with great values! I personally know Michael S, he is a dedicated person, who always has your best interest at heart, he isn’t scared of the hard work to go above and beyond.