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Sikes Financial Services
Sikes Financial Services, LLC is a Registered Investment Advisor firm in the State of Florida. It offers FinancializeIt!, a monthly membership providing...
Overview
Sikes Financial Services, LLC is a Registered Investment Advisor firm in the State of Florida. It offers FinancializeIt!, a monthly membership providing financial planning, tax guidance, investment support, and ongoing access to a dedicated advisor for teens and parents, young professionals, and small business owners. The firm combines financial education with investment advisory services under CEO Eric Sikes.
General information
Firm type
RIA
Location
City
Boca Raton
Principals
Eric Sikes
CEO and Founder
Frequently asked questions
Who runs investment decisions at Sikes Financial Services?
Eric Sikes serves as CEO and founder and holds a Series 65 securities license. He is the named fiduciary and advisor behind the investment management sleeve offered through the FinancializeIt! membership.
What investment stages or asset classes does the firm typically target for clients?
The firm offers portfolio setup, management and monitoring as an optional add-on inside the subscription; it does not publicly target specific stages or alternative asset classes. The guided pathways steer members toward net-worth benchmarks from $20,000 up to $5.8 million.
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