BOYNTON FINANCIAL GROUP, INC.
WELLINGTON, FLORIDA

BOYNTON FINANCIAL GROUP, INC., WELLINGTON

Our mission is to guide our clients and their families through financial matters by helping them build and/or retain the wealth they have worked so hard to create. We strive to: Provide an unbiased environment to support informed decision-making. Provide a transparent environment where our clients understand how, and when, we receive compensation for financial planning or investment management services. professionals and graduates of the University of Florida with degrees in business administration and majors in finance. The Boyntons are proud to be amongst the top 5% of all independent offices within Raymond James Financial Services in fiscal year 2016 based on assets under management. Our mission is to guide our clients and their families through financial matters by helping them build and/or retain the wealth they have worked so hard to create. We strive to: Provide an unbiased environment to support informed decision-making. Provide a transparent environment where our clients understand how, and when, we receive compensation for financial planning or investment management services. professionals and graduates of the University of Florida with degrees in business administration and majors in finance. The Boyntons are proud to be amongst the top 5% of all independent offices within Raymond James Financial Services in fiscal year 2016 based on assets under management. Our approach to investing and financial planning is straightforward: we focus on becoming your partner in building the future you desire. As we work together, we will thoroughly explain the investment strategies recommended so that you'll be fully comfortable with all aspects of your investment program. Additionally, as we work with our clients, we believe in a more transparent financial planning environment where our clients understand how and when we receive commissions. While most of our financial planning and investment process is carried out on a fee basis*, there are times when we receive a commission instead – mostly when dealing with insurance planning. We believe transparency and trust are the keys to the outstanding relationships we have built with our clients over time. *In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.  professionals and graduates of the University of Florida with degrees in business administration and majors in finance. The Boyntons are proud to be amongst the top 5% of all independent offices within Raymond James Financial Services in fiscal year 2016 based on assets under management.  professionals and graduates of the University of Florida with degrees in business administration and majors in finance. The Boyntons are proud to be amongst the top 5% of all independent offices within Raymond James Financial Services in fiscal year 2016 based on assets under management. Deborah Piconcelli began her professional career in New York's insurance industry before moving to Wellington in 1977 with her family. Prior to joining the Boynton Financial Group in 2006, Debbie owned and managed two franchise restaurants while managing the financial aspects of her husband's custom home building business. Currently, she is a notary.* Outside of the office, Debbie stays involved in a local church, where she sits as an active vestry member and helps run the food ministry. She and her husband, Joe, have two children and fully embrace being grandparents! Family is the core of their life. They enjoy movies, cultural events, spending time with friends and traveling. Debbie brings to our team her unparalleled organizational skills, attention to detail and the ability to make every request a priority. These skills allow her to oversee the branch's daily administration and operations as one of our senior level employees. She is responsible for ensuring our firm adheres to compliance requirements, managing daily operations, implementing process improvements and providing the highest level of service to our clients. Maryana Gomez joined the Boynton Financial Group as an Intern in high school back in 2006. Since then, she has graduated from Florida Atlantic University with a Bachelor of Science degree in Accounting with a Minor in Finance. Her eagerness to learn about the industry has allowed her to obtain her Securities license, while her desire to foster growth has motivated her to pursue her Insurance license, as well as her CFP Maryana is a Relationship Manager with over ten years of experience in the financial services industry. Her tenure as one of our senior level employees makes her a valuable member of the Boynton Financial Group team. Dedicated to her work, she is always going the extra mile to ensure our clients are receiving the best possible service. Alexandra Wooldridge joined our team in 2015. Having previously worked in the supplemental health insurance industry, Alex holds her Florida Life, Health and Variable Annuity license. In addition to this, Alex has a B.A. from Florida Atlantic University with a Major in Public Communication and a Minor in Photography. Eager to broaden her knowledge of the financial industry, she is working to obtain her Securities license as a registered member at our firm and will eventually begin working toward becoming a CERTIFIED FINANCIAL PLANNER

KEY FACTS ABOUT BOYNTON FINANCIAL GROUP, INC.

Company name
BOYNTON FINANCIAL GROUP, INC.
Status
Active
Filed Number
P97000057590
FEI Number
650770294
Date of Incorporation
July 1, 1997
Age - 27 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://boyntonfinancialgroup.com
Phones
(561) 795-9156
(561) 795-6812
(877) 752-2237

BOYNTON FINANCIAL GROUP, INC. NEAR ME

Principal Address
12400 SOUTH SHORE BLVD,
WELLINGTON,
FL,
33414,
US

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Officers and Directors

The BOYNTON FINANCIAL GROUP, INC. managed by the three persons from WELLINGTON on following positions: President, Trea, Secr

Benjamin G. Boynton

Position
President Active
From
WELLINGTON, 33414

Joanna J Boynton

Position
Trea Active
From
WELLINGTON, 33414

Benjamin G Boynton

Position
Secr Active
From
WELLINGTON, 33414





Registered Agent is Benjamin G Boynton

From
WELLINGTON, 33414

Events

September 28, 2006
NAME CHANGE AMENDMENT

Annual Reports

2023
January 5, 2023
2022
January 3, 2022