PERSONAL FINANCIAL PROFESSIONALS

Located in the Woolbright Professional Plaza 

 Boynton Beach, FL

(across from the Woolbright Professional Building)


About Us

Free Consultation

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.

A Reason to Make Your Appointment

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.

About our Representatives

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



Register with us

Sign up to receive your free Estate Planning notebook.

Contact Us

Better yet, see us in person!

Please call to make an appointment for your free consultation with one of our Financial Professionals.  Leave with your free Estate Planning Notebook.

Banyan Financial Group

2309 W Woolbright Rd, Boynton Beach, Florida 33426, United States

561-303-3938

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

Product Offerings

Employee Benefits

We offer Employee Benefits, Employee-paid products such as Critical Illness, Cancer, Accident Insurance.

401ks.

Risk Management

Part of what we do is help you protect what you've worked so hard to own.  We offer Commercial and Personal lines of insurance including Personal Umbrella Policies.

Legacy Planning

Legacy planning is a financial strategy that prepares a person to bequeath his or her assets to a loved one, next of kin, or favorite charity after death. These affairs are usually planned and organized by a Financial Professional like the ones in our office.

Prudential - Legacy Protection Plus

Review the attached product brochure from Prudential - one of the tools we use as we help you with your Legacy Planning.

PruLegacyplanning (pdf)

Download

The VOYA Stretch IRA

Preview the VOYA Stretch IRA - just one of the many tools we can use with your Legacy Planning. 

VoyacreatingaLegacy (pdf)

Download

AXA's SEP-IRA

Review the AXA's Product Brochure - "Is a SEP-IRA Right For My Small Business?"

AXAClient-SEP-IRA-QA (pdf)

Download

Fidelity - Simple IRA

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.

FidelitySimpleIRA (pdf)

Download