Baird Private Wealth Management - West Palm Beach (FL)

Asianna Hotchkiss This was my first time at an H&R Block to get my taxes done. My boyfriend and I saw Terry Greene. She did an amazing job explaining things; the whole process of how the taxes were. We had to go back since I was missing paperwork and she had a lot of patience but was very knowledgable. Anyone needing their taxes done go and see her! (:

kristy0628 I chose to move my finances to Charles Schwab after recommendation from a family member. My financial advisor, Andrew Gibson, has provided constant support and sound financial advice.

Ubalner Baez Its been. Over. 20. Years. Sharing. With. Family. Good. People. And. Friends.

susan doolittle Danielle has been our financial advisor for over 10 years. Finding someone who really cared about our life as we were approaching retirement was very important. We also wanted someone we could trust and had our beat interest in mind. We found that in Danielle. We have recommended her to our family and friends we now live in Alabama and still stay with her and can call and zoom call with her anytime. She is always there for us. Thanks Danielle.

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.