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

Are you living the life you want? Consult a local advisor about a personal and engaging approach to wealth management.

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Craig Jaffe, financial advisor in Boca Raton, FL

About the Jaffe Office in Boca Raton

Everyone is unique. Our team at Goldman Sachs Personal Financial Management specializes in helping people live the life they want through a dedicated, experienced advisor who helps you through dynamic financial planning, and provides personalized investments and other Goldman Sachs offerings for your specific needs.

We have unique solutions tailored to help you understand how to optimize life choices and make appropriate financial decisions throughout your lifetime. Our dynamic process and interactive tools integrate your personal and financial goals, helping you and your family clearly articulate your goals, build a dynamic plan and make trade-offs as life unfolds.

We call it Personal Financial Management. And it will change your life and the way you think about money—one decision at a time.

We invite you to explore our Boca Raton office page to learn more about our team of advisors and our personal financial management services.

For more than ten years, Vice President, Head of Office Craig Jaffe, CFP®, has been helping clients live the life they want through his analytical skills, genuine care, and full commitment to Personal Financial Management. Craig uncovers what’s important to his clients by exploring financial fears and pitfalls, always putting their priorities and concerns first.

To learn more about our High-Net-Worth Services, please click here.

Our Personal Financial Management 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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Meet Our Jaffe Financial Advisor Team in Boca Raton

Financial Advisor Services To Help You Live the Life You Want

At Goldman Sachs Personal Financial Management 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, which means something different for each person.

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Personal Wealth Management Investing

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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Goldman Sachs Personal Financial Management

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

Check the background of these investment professionals on the SEC's Adviser Info site.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and a subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide tax and/or legal advice to its clients, and all clients are strongly urged to consult with their own advisors regarding any potential investment or strategy.