Paraklete Financial is pleased to announce the grand opening of its newest office in Boca Raton, Florida. This expansion marks a pivotal moment for the firm as it continues to grow its presence in the region. The Boca Raton office will be under the leadership of Matthew Blumberg, CPA/PFS, a distinguished professional in the high net-worth tax planning sector.
Matthew Blumberg brings extensive experience and a deep understanding of the unique needs of family office structures to his new role at Paraklete Financial. His leadership is anticipated to bolster the firm’s dedication to delivering top-tier, fee-for-service financial planning to the Boca Raton community as well as the South Florida area.
“We are excited to extend our footprint in Florida and offer our suite of financial services to the residents of Boca Raton,” said Blumberg. “This new office allows us to strengthen our client relationships in the area and provide personalized financial strategies tailored to each client’s unique needs and goals.”
The Boca Raton office will offer a wide range of services, including retirement planning, estate planning, and tax strategies. Clients will benefit from Paraklete Financial’s client-focused approach and innovative solutions designed to meet their specific financial objectives.
“Our team is committed to enhancing our clients’ financial well-being, and we look forward to making a meaningful impact in Boca Raton,” said Susan Tillery, President & CEO of Paraklete Financial, Inc.
For more information about the new office visit our website at https://www.parakletefinancial.com/
About Paraklete Financial
Paraklete Financial is a leading CPA and financial advisory firm specializing in integrated fee-for-service personal financial planning and virtual unbundled multi-family office services. With a commitment to personalized client service and innovative financial solutions, Paraklete Financial is dedicated to helping individuals and families achieve their financial goals and facilitate generational transfers of wealth.
Media Contact:
Susan M Tillery
President & CEO
stillery@parakletefinancial.com
