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Finance Advising reviews in West Palm Beach

  • A
    Chessie Tax, LLC
    Very smooth. Erik is very knowledgeable and provides financial advice on how to minimize taxes. He also provides us financial planning to maximize earnings on our investments, and help us meet our needs during retirement.
    - Tim M.
  • A
    Scoreology
    I was feeling hopeless after I was told I could not close on a loan due to disputes I initiated on my own.  I am so so glad I gave Scott a call.  He was patient and knowledgeable.  He clearly explained how I can get back on the right track and rid my report of the dispute statuses.  Thank you Scott for helping my to have hope when I was feeling pretty hopeless.  Great guy...great business!! A+++
    - PBC M.
  • F
    Global Wealth Capital Management
    The company is not responsive to phone calls or emails.  It took them over 6 weeks to make a change for me in my investment and when they did they made the wrong move. They don't answer their phone; they only have an answering machine answering it.  They do not return phone calls.
    - Tracy C.
  • A
    Accelerated Debt Consolidation Inc
    I found the listing on Angie's List and gave them a call on 7/18/13.  Jim talked me through the issues and the process to see if they could help my niece.  In closing he told me to go to their website, enter the requested data and he would call me on 7/19/13 to let me know if his company could help.  We entered all of her creditors, the amounts owed and the number of months late into a very user friendly program on their website.  It only took a few minutes!  Unfortunately, her debts had already been referred by the card companies for collection by a third party - negating the opportunity to realize the real benefits that Accelerated could have provided if we had gone to them several months sooner.  Jim was kind enough to talk me through a process that was better suited to the stage of delinquency my niece was already in.  This is a scary process for folks trying to deal with accelerated interest rates, late fees and harassing calls by collection agencies.  I'm grateful that Jim took the time to get us on the right track - all at no cost!  I wish we would have gone to him sooner!
    - Herman L.
  • A
    KIM MCDOUGALL
    Overall I've been pleased with Kim's services. I find it's difficult to rely on any financial planner completely as there are always conflicting interests involved when working with someone who is working on commission and may have other incentives at play. However, I've used other planners in the past and I have been most happy with Kim. She has spent a lot time working with me on matters that she does not directly handle in her portfolio, such as my employee benefits, major purchases, estate issues, etc. She is very prompt and flexible once she gets a handle on your particular risk appetite and long-term goals. Obviously the market has been beyond poor recently and anyone with investments is suffering, but she does provide good solid advice.
    - PATTI B.
  • A
    AG EDWARDS
    BRAD JUSTUS HAS BEEN AN EXCELLENT FINANCIAL CONSULTANT FOR BOTH MY BUSINESS AND PERSONAL FINANCIAL PLANNING. HE TAKES THE TIME TO GET TO KNOW HIS CLIENTS, LEARN ABOUT THEIR FUTURE GOALS, AND HELPS CREATE A MAP TO ACHIEVE THOSE GOALS. BRAD REPRESENTS THE HIGHEST STANDARDS OF ETHICS. I WOULD HIGHLY RECOMMEND BRAD AND AG EDWARDS TO ANYONE LOOKING FOR ASSISTANCE WITH THEIR FINANCIAL PLANNING.
    - HEATHER P.
  • A
    Steve Weitz
    unknown
    - Laurence L.
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Financial Advisors in West Palm Beach

Companies below are listed in alphabetical order.

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