Sikes Financial Services, LLC

Sikes Financial Services, LLC We provide one-on-one financial education and fee based investment management to professionals.

Unlike many financial planning services which focus solely on retirement and require a large amount of investable assets to get started, we focus on accumulating wealth and require no minimum amount of investible assets to get started.

04/09/2024

MARK CUBAN’S FAVORITE TRAITS - FINANCIAL EDUCATION
What does Mark Cuban look for in an employee? How can you apply these qualities to your own skill set or business?

In this video, expert investment advisor Eric Sikes explains how to optimize your income using these ideas. This is crucial to becoming a better professional, building your future, or expanding your business.

If you want to put these ideas into practice, Eric's official Financialize It program will give you a plan with yearly percentages at which you should optimize your income. This, along with the program’s other financial resources, will put you on track to accumulate $2,000,000 million in 20 years. Learn more about the program at www.financializeit.com and generate a free personalized financial plan.

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Another amazing way Meta connects professionals, like us!
01/31/2023

Another amazing way Meta connects professionals, like us!

04/02/2021

Yesterday, the White House delivered a proclamation stating that April 2021 "is recognized as National Financial Capability Month to highlight the value of high-quality financial education to improving Americans’ financial capability...High-quality financial education should build on and respond to people’s individual strengths, circumstances, and needs in order to help them work toward their own unique goals." We started our Financialize It! program to provide young professionals with just this type of high-quality financial education.

Through Financialize It! program, we provide young professionals with one-on-one coaching to acquire the financial knowledge and financial decision making skills to, based on your unique circumstances, help you reach your goals.

I hope you have many many more meaningful and happy Passover’s
03/27/2021

I hope you have many many more meaningful and happy Passover’s

I just finished reading Making Money Moral by former University of Pennsylvania President Judith Rodin. Lots of great fi...
03/24/2021

I just finished reading Making Money Moral by former University of Pennsylvania President Judith Rodin. Lots of great first-hand stories about how investors are successfully investing in world changing solutions. Interested in learning the skills to participate in sustainable and impact investing?

Check out Financialize It!, our program for young professionals at www.FinancializeIt.com and call or email us at to discuss it further.

Stimulus checks are on the way! Over the last week, we have been having one-on-one conversations with members of our Fin...
03/16/2021

Stimulus checks are on the way! Over the last week, we have been having one-on-one conversations with members of our Financialize It! community to help them weigh the pros and cons of spending their stimulus check in a variety of ways. How are you using your stimulus check? Why did you decide to spend your check in this way? Start now and check out our new website www.sikesfinancialservices.com

Address

123 NW 13th Street
Boca Raton, FL
33432

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm

Telephone

+15615299191

Website

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