Bertil Financial Group - Ameriprise Financial Services, LLC - Fort Lauderdale (FL)

Harley Medley Stephanie showed us the light at the end of the tunnel. She got us into a sound financial plan and has been an absolute delight. 10/10 recommend!!

Orion Haynes Worst bank in the history of doing good business anywhere. I’m actually embarrassed to call this place my bank, been thinking about switching for a long time, Ill say what everyone else says in their 1 star reviews, painfully slow, no one will greet you or let alone tell you a wait time or anything along the lines of them opening there own mouth. No one wants to work here. They just wanna sit and do nothing or do something so slow you decide to leave so they don’t have to deal with you, that’s my running theory atm. And if they are short staffed, start hiring. Get someone on the damn desk, it’s not hard to work a computer, a weekend of training. Do better.

Kathy Casteel Everyone is very helpful and tries hard to get the money you need. Would borrow from this office again. Special thank you to Doug for his professional attitude and for all of his help.

Louise Rothlein Excellent customer service and always willing to help! We wouldnt go anywhere else!

Sylvia Wulf Before I even moved to Florida I researched local banks , specifically customer satisfaction ratings. Brannen got the highest ratings I could find. As soon as I arrived I opened an account and have never looked back, because no matter which branch I have visited the customer service is unfailingly friendly, helpful and reliable. They take care of their customers!

Jordan Eaves Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!