Berman Partners - UBS Financial Services Inc. - West Palm Beach (FL)

nancy kaufman We appreciate the guidance and professional support of Brad and his team- the game plan created by Berg W M Group has helped us feel confident planning for our retirement - Thankyou Team!

Tammy D Im very happy with Trustco Bank. I moved my accounts over from a larger bank and I always felt like they never knew who I was. When I walk into the Rinehart branch, Im always greeted by the same friendly faces and they all know me. If youre looking for a neighborhood bank, this branch is great!

Harelis Santis This is an amazing place managed by amazing people. They are always in need of volunteers to help sort, label, and arrange the food donations they received. Caring people, a great cause, and lots of need from the community make rhis place a necessity in our times.

Lynda Gargano Abby help me make smart decision with my insurance. I would recommend her to anyone that asked.

Pamela My financial meeting with Amy Micik exceeded my expectations! She was professional in that she asked me questions and listened to my responses. She took that information and made professional recommendations. It wasnt a cookie-cutter plan or response. She explained each recommendation and used language I could understand and relate to. She made me an actionable plan with a time frame that I felt extremely comfortable with and confident I could achieve them. If I had any uncertainty or questions, she was patient and explained everything in terms I could understand. I didnt feel rushed or pressured to commit, but left more self-assured and confident in my future! I highly recommend her for your financial needs.

Karen Porter It is quite odd that the 1 star review met with Reagan and thought she was a he. I have had her help me with my portfolio for years and SHE is great!