Keywords: establishment,finance,point_of_interest

Coastal Wealth - West Palm Beach - West Palm Beach (FL)

Address: 🏡 250 S Australian Ave STE 1200, West Palm Beach, FL 33401
Phone : +1 (561) 207-2300

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJk2LS_mXW2IgR-Rmm9V9gut8

Others Near West Palm Beach,FL

Financial Planning Investment Group - West Palm Beach
Donna Ridings: Wouldnt put my money anywhere else or have my family go to ANYONE else. Family owned Renee and Monique actually honest and not out to just sell you but care about their clients futures.
Brockett Financial Services LLC - West Palm Beach
Brockett Financial Services LLC
Jenna Amidon: Clarence was referred to me by a friend and took payments for credit repair via Zelle in January. Since, he has made 0 improvements to my credit, I have spoken with him one time since then, and he has blocked my number after getting sent over $900 for services. I called to follow up and ask for a break down of progress, and I am blocked. Do not waste your money!!!! I will update this review as it progresses through small claims
OneMain Financial - West Palm Beach
Michelle Robinson: Mr. Holte was very nice and professional throughout the process. However, I am giving a low rating due to how the situation was handled overall. We were initially told that my mom was approved for the amount she requested and more if she wanted to go with a higher amount. Then suddenly, that approval was taken back without a clear explanation. What made it worse was the behavior of a woman named Teresa, who appeared to be in charge. I seen her chatting back and forth on the computer with Mr. Holte and at one point she said, "I did not approve that amount." From that moment, I had a bad feeling. I even told my mom this didn’t feel right. In the end, it felt misleading and unprofessional. We felt like we were being strung along, and I now question the legitimacy of this place. Especially after telling her she was not approved because numbers were different, which I think is a bunch of bull! Very disappointing experience.
Northwestern Mutual - West Palm Beach
Brittani Glynn Magee: ⭐⭐⭐⭐⭐ Working with Justis Cousins and his wife Ryann has completely transformed how I approach my finances. Coming from a background where financial wellness wasn’t deeply taught, I was looking for someone who could not only advise me—but educate me. That’s exactly what they’ve done, and more. Our initial meetings were thorough, informative, and zero pressure—just honest, thoughtful guidance. But the experience of working with them was so exceptional that I now have my retirement plan, disability insurance, and life insurance all set up through them. Through Northwestern Mutual, they gave me a full analysis of my current financial picture—assets, debts, investments—and helped me chart a strategic, actionable path toward both short-term wins and long-term wealth. Justis and Ryann are professional, patient, consistent, and brilliant educators. They also leverage their network to ensure I always have access to the best possible information. It’s never too early or too late to get serious about your finances. And with the right advisors, it can actually feel empowering. Highly recommend this dynamic duo!
MAR Wealth Management Services, LLC - West Palm Beach
Natalia Williams: Thank you Marcy & Christian! I had no idea what to do with my inheritance before I met these two. Thankfully, they explained to me everything I needed to know & created an investment portfolio for me. Christian always knows when to buy low & sell high. I can see myself in 40 years having Christian’s son set up my trust & will for my children. & thanks for never forgetting my birthday ❤️
Bessemer Trust Private Wealth Management Palm Beach, FL - West Palm Beach
Renew Family Wealth - West Palm Beach
Gise Duran: All the workers do excellent work and very good, very good work
Barnett Financial Services - West Palm Beach
Scott Segreto: I’m a real estate agent here in Tampa and I recently had the pleasure of working on a transaction with Dana. I was the agent for the buyer. You could tell Dana was on top of everything from day one. He is professional, he is knowledgeable and he communicated throughout every step of the transaction. I enjoyed working with Dana so much, he is now helping me with refinancing one of my investment properties. He’s a great guy to work with and you know he’s gonna get you to the closing table. Thank you, Dana!
Castle Wealth Management - Boynton Beach
Kristani Knapp: Ive been investing with Castlewealth for the last six years and have been extremely pleased with the service they provide. One thing Ive appreciated is how they take the time to educate me rather than talking over my head. Something else for which Ive been grateful is how incredibly conscientious and thorough they are with all financial matters being fully addressed. Lastly, Ive been very happy with the performance of their investment recommendations!
Legacy Financial Partners, LLC. - West Palm Beach
Goss Realty LLC: With all the hype surrounding todays financial market Im grateful to be in exceptional hands. Michael Martin has served as my financial adviser for several years and during my most recent visit, I was again elated and reassured about my decision to remain a committed client. Michael, once more, thanks for your patience and profound knowledge. If you seek a top-notch financial adviser that is well-informed, intelligent, yet humble, I highly recommend Michael Martin.