Ibis Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Ibis Financial Group offers a wide range of quality financial products from some of the most respected carriers in the industry, for both businesses and individuals along with the advice and expertise of some of the most experienced financial professionals in the industry.
When it comes to setting financial goals, you can't leave it to chance. Goals have deadlines, and in order to reach them, you need a strategy. A comprehensive financial strategy designed by Ibis Financial Group includes tools that help our clients prepare for and protect their financial futures. Our advisors will discuss your goals and your time frame in which you want to achieve them and then customize a strategy for you with those specific goals in mind.
Ibis Financial Group is headquartered in Boca Raton, FL and has locations in Orlando and Palm Beach Gardens, FL. Ibis Financial Group is under the leadership of President, Robert D. Barboni, LUTCF, CFP® and Managing Director, Daniel C. Zagata, CLU, ChFC, CFP®