Keywords: establishment,finance,insurance_agency,point_of_interest

Financial Planning Investment Group - West Palm Beach (FL)

Address: 🏡 1615 Forum Pl STE 1A, West Palm Beach, FL 33401
Phone : +1 (561) 689-5724

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJVThDlQvW2IgRxjDiptrilMM

Others Near West Palm Beach,FL

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 ❤️
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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.
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