Located in the Woolbright Professional Plaza
Boynton Beach, FL
(across from the Woolbright Professional Building)
Free consultation with a Financial Professional with over 20 years experience.
we specialize in 401-k rollovers, IRA's, Simple and Roth - and Simplified Employee Pensions. We represent Fidelity, Putnam, Franklin Templeton, Black Rock, and most other mutual fund companies.
Make an appointment for a free consultation and leave with a Free Estate Planning Notebook. Your notebook will be useful to you and your family as you plan to leave behind a legacy. We specialize in Trust-owned Annuities with companies such as AXA, VOYA and Prudential.
The Personal Financial Professionals at Banyan Financial Group have over 20 years each of financial experience working with families, businesses, and individuals. We specialize in customizing plans for our customers instead of a "One-Size-Fits-All" Financial Plan. We don't just build financial plans, we build relationships. Kelly Davis, CLU, (Chartered Life Underwriter), CRPC (Chartered Retirement Planning Counselor), has worked with several of the leading financial firms in the country such as Merrill Lynch and Morgan Stanley. She holds a B.S. in Business Administration and Master's Degree and is registered with FINRA and the SEC. You can look up our Financial Professional, Kelly Louise Davis, in the Finra Broker Check: FINRA BROKER CHECK as well as the SEC.
Sign up to receive your free Estate Planning notebook.
Please call to make an appointment for your free consultation with one of our Financial Professionals. Leave with your free Estate Planning Notebook.
2309 W Woolbright Rd, Boynton Beach, Florida 33426, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment
Review the attached product brochure from Prudential - one of the tools we use as we help you with your Legacy Planning.
Preview the VOYA Stretch IRA - just one of the many tools we can use with your Legacy Planning.
Review the AXA's Product Brochure - "Is a SEP-IRA Right For My Small Business?"
Fidelity is the leading provider in the country of 401ks. Retirement planning for an individual can be as "simple" as a SIMPLE IRA through Fidelity. Read the attached brochure from Fidelity, then call and make your appointment with a Financial Professional.