WE WORK FOR YOU
Our team has a collective 80 years' experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.
Whatever your goals, we can help you put together a plan – with minimal hassle and maximum results.
PERSONALIZED SERVICES, PERSONALIZED SOLUTIONS
B. Riley Boca is committed to helping our clients find the most efficient and effective solutions for all their financial needs. Using our full suite of financial services and access to some of the most powerful planning tools in the industry, our team of experienced advisors and consultants work with clients to create and implement personalized financial strategies that create, manage and protect their personal wealth.
When our clients work with our advisors, we start by listening. Then, we utilize our team of professionals from our full suite of financial services to build a personalized financial plan that meets our clients’ financial goals.
We have a professional for all your financial plans and needs, including a team of highly skilled financial advisors, two certified public accountants and a relationship with a trust attorney, all in-house and ready to create personal financial solutions to meet your investment objectives.
We offer free consultation and portfolio risk analysis. Visit our team member page to reach out to one of our experienced advisors.