Connect with a financial advisor: 833-346-5433
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United Capital Financial Advisors in Boca Raton, Jaffe Office

Are you living the life you want? Consult a local advisor about a proven, engaging approach to wealth management. We help you Live Richly℠.

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United Capital Financial Advisors Boca Raton - Jaffe, FL

About Jaffe Office in Boca Raton

We are people that care deeply about improving your world and we do the hard work to help make it happen. It's not just about your money, it's about your life. Our job is to have good people, a good process, and good judgment to help our clients make smarter choices. Our culture is unlike any other firms in our industry. We like it that way.

We help those planning to retire, focusing on where your life meets your finances. We assist in answering the question, “Will your money last?” and help to keep those already retired on track. Lastly, we help to simplify the complicated topics for those looking for a change.

For over ten years, Managing Director Craig Jaffe, CFP®, has been helping clients reach their One Best Financial Life® through his analytical skills, genuine care, and full commitment to United Capital Financial Life Management™. Craig uncovers what’s important to his clients by exploring financial fears and pitfalls, always putting their priorities and concerns first.

Meet Our Jaffe Financial Advisor Team in Boca Raton

Our United Capital Team Location

980 N. Federal Highway, Suite 400-A
Boca Raton, FL 33432

Telephone: 561-362-7850
Facsimile: 561-362-9525

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Wealth Management and Financial Advisor Services To Help You Live Richly

At United Capital, a Goldman Sachs Company, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

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Discover Your MoneyMind.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind®now.

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Want to speak with us now? Give us a call at 833-346-5433

*Award not indicative of investment performance.