Top 15 Financial Advisors in West Palm Beach, FL

LIC Sons Production Very wonderful RVP. Knows what she is talking about

Moises Gonzalez We want to take a moment to express our appreciation for the exceptional service provided by Shubert and the entire team at 1847Financial. From the beginning of our partnership, Shubert has consistently demonstrated expertise, professionalism, and a genuine commitment to our financial well-being. He takes the time to break down complex financial concepts into clear, understandable terms and is always available to answer any questions. Additionally, he proactively explores various scenarios with us, ensuring we have the knowledge and confidence to make well-informed decisions. His dedication and support have been invaluable, and we look forward to continuing our collaboration.

Pamela White Worst experience Ive ever had with a mortgage company! This company is a scam. You can not call the company in West Palm Beach

Kay Purvis I was introduced to Patrick at Landing Financial Group and then went to a dinner meeting to learn more about the firm. Its close to two years now since I made the decision to partner in investing with Landing Financial. Im a senior citizen and it was time to gather my assets under a professional directive to gain the best outcome for me. My goal was not to run out of money and to live as independently as possible. I have been more than pleased with the outcome, the availability to call and speak to Patrick reassures me of my decision. Finally retired and enjoying the fruits of my labors!

CARLO SIMPLIS Edwina was very helpful

Darna Leonard Clarence is absolutely phenomenal! He’s very professional, and he will get you right at a good rate! He fixed my credit, and got me health insurance when I was getting denied or very high offers out there. I’ve recommended several folks to him because he stands on business. You will not be disappointed at all! Thank you for all your hard work Mr. Brockett!

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!

Trilly Xd Great service, will be returning

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.

Axle Rose Guided Financial Advisors have been awesome to work with. They really take the time to explain things clearly and make sure you feel comfortable with your financial plan. Super friendly, professional, and I feel a lot more confident about my future thanks to them. I got the pleasure to work with Layton Higginson and I would highly recommend using him.

Max Schatzow THIS IS A TEST

Gise Duran All the workers do excellent work and very good, very good work

Francisco González Very impressed with the level of service. It was already around closing time on a friday and representative from wealth management team explained to me and security guard that they have an atm around the corner with private lobby. ITM agent was able to assist me with my card issue and deposit. Thank you very much wealth team and ATM ITM rep for assisting before I travel home to Jax, FL.

Yaz The best credit union in America! I was able to get a car loan with having no credit history and I got an AMAZING rate, thank you so much to Cayla for helping me out with everything, she is super nice and helpful and even helped me out when the dealership I got the car from added a $7000 warranty without my knowledge and refused to refund, but thank you to Cayla and the auto adviser she set me up with Jonathan I was able to get my $7000 back. Jonathan and Cayla are both the best people!!! Thank you!

Drunken Foodie Jakorya, the Member Service Advisor, is exceptional. She was highly responsive to my needs both via email and in person regarding my car loan. Her ability to multitask while assisting members with courtesy and efficiency is a testament to her professionalism. These qualities give me confidence in continuing to do business with iThink. She is truly an invaluable asset to this branch.