Sikes Financial Services, LLC - Boca Raton, Florida

Introduction to Sikes Financial Services, LLC

For individuals and families seeking comprehensive financial guidance and support, Sikes Financial Services, LLC, presents a compelling option. Located in Boca Raton, Florida, this firm offers a suite of services designed to address diverse financial needs. Sikes Financial Services is dedicated to providing personalized solutions, combining expertise in financial planning, bookkeeping, insurance, and investment services. This detailed overview will delve into the company’s offerings, location, accessibility features, and current customer feedback, providing potential clients with all the necessary information to make an informed decision.

Company Overview and Specialties

Sikes Financial Services, LLC operates as a multifaceted financial services firm. Their core competencies are strategically structured to cater to a broad spectrum of financial requirements. Let’s examine their specific areas of expertise:

• Financial Planning: The firm specializes in developing customized financial plans tailored to individual goals, including retirement planning, education funding, and estate planning. They assist clients in creating a roadmap to achieve their long-term financial objectives.
• Bookkeeping Services: Recognizing the importance of accurate financial record-keeping, Sikes Financial Services offers reliable bookkeeping services to small businesses and individuals, ensuring financial clarity and compliance.
• Insurance Agency: They provide a range of insurance products, including life, health, property, and casualty insurance, helping clients protect their assets and loved ones.
• Investment Services: Sikes Financial Services offers investment advisory services, assisting clients in selecting and managing investments aligned with their risk tolerance and financial goals.

The combination of these services allows Sikes Financial Services to offer a truly integrated approach to financial management, streamlining processes and enhancing client outcomes. Their commitment to understanding each client’s unique circumstances is a cornerstone of their philosophy.

Location and Contact Information

Sikes Financial Services, LLC is strategically situated at 123 NW 13th St Suite 214-01, Boca Raton, FL 33432, United States. This location provides convenient access for clients in the Boca Raton area and surrounding communities. For direct contact, the firm’s phone number is 5615299191. A detailed website, accessible via sikesfinancialservices.com, offers further information about their services, team, and contact details. Visiting their website allows prospective clients to explore their service offerings in detail and request a consultation.

Accessibility Features

Sikes Financial Services, LLC demonstrates a strong commitment to inclusivity and accessibility. The office is equipped with several features to accommodate clients with disabilities:

• On-site Services: Clients can schedule appointments and receive services within the office environment.
• Online Appointments: For added convenience, they offer online appointment scheduling and virtual consultations.
• Wheelchair-Accessible Car Park: A designated wheelchair-accessible parking area is available for clients requiring assistance with parking.
• Wheelchair-Accessible Entrance: The primary entrance to the office is fully wheelchair accessible, ensuring effortless access for all visitors.
• Wheelchair-Accessible Toilet: A fully accessible restroom is provided on-site.
• Toilet Facilities: Standard toilet facilities are available.

These features highlight Sikes Financial Services’ dedication to providing a welcoming and convenient experience for all clients. They understand the importance of accommodating diverse needs and strive to create a comfortable and accessible environment.

Client Feedback and Reputation

Currently, Sikes Financial Services, LLC has 0 reviews on Google My Business. This indicates a limited amount of publicly available feedback at this time. The average opinion is 0/5, reflecting the absence of reviews. While this lack of reviews is a notable observation, it does not necessarily reflect the quality of the services provided. It's likely that the firm is actively seeking client testimonials and encouraging satisfied customers to share their experiences.

Despite the current lack of reviews, potential clients are encouraged to reach out directly to inquire about the firm’s services and speak with a representative. It’s recommended to inquire about client success stories and case studies to gain a better understanding of the firm’s capabilities and track record. Building a strong reputation through positive client feedback is a priority for Sikes Financial Services.

Recommendation and Next Steps

Considering the firm's diverse range of financial planning, bookkeeping, insurance, and investment services, Sikes Financial Services, LLC presents itself as a potentially valuable resource for individuals and businesses seeking comprehensive financial support. While the current lack of reviews warrants further investigation, the firm’s accessibility features and commitment to personalized service are positive indicators. We recommend scheduling an appointment to discuss your specific financial needs and explore how Sikes Financial Services can assist you in achieving your goals. Contact them at 5615299191 or visit their website at sikesfinancialservices.com to arrange a consultation.