Bessemer Trust Private Wealth Management Palm Beach, FL - West Palm Beach (FL)

Evelyne Grant Danielle provided excellent customer service. She was extremely friendly and was able to assist me quickly. Her positive attitude and efficiency made my experience a pleasant one. I would highly recommend her to anyone in need of assistance at this location. You will leave with a smile. Thank you, Danielle! Best location.

swampbugy your percentage is high

Sandra Agrait Thank you to Mellisa receptionist that was kind and made me feel at home. The staff there was fast and efficient and my taxes were done fast good prices and they ordered all my documents in an app where it is easy to receive updates and makes it easier for us the public. Again thank you to Mellisa she is the fave of the company when you come in and to me that is extremely important to be comfortable doing business will return.

Kristani Knapp Ive been investing with Castlewealth for the last six years and have been extremely pleased with the service they provide. One thing Ive appreciated is how they take the time to educate me rather than talking over my head. Something else for which Ive been grateful is how incredibly conscientious and thorough they are with all financial matters being fully addressed. Lastly, Ive been very happy with the performance of their investment recommendations!

nathan brown Just moved to Florida. Ive heard good things about Suncoast Credit Union so I stopped into the Dade City Branch. I was greeted by a friendly and helpful staff member. Her name was Savannah and she was very professional and efficient. Originally I was only going to open a checking account but after talking with the young woman, I decided to also open a savings account and a money market account. Im very happy with the experience and would certainly recommend the Dade City branch as well as Savannah. Five stars!

Luiz Hernandez I Have been insured with them and they are really great at what they do. Sarah and Maria are both very knowledgeable in anything I ask regarding my policy. They are so amazing at giving the best customer service 10/10!! Will continue to recommend you guys to everyone!! Thank you guys for what you do.

Lisay Alonso Debbie was very professional,kind knowledgeable, and went above and beyond to help me .Her dedication to ensuring a smooth and efficient process. I felt valued as a customer and confident in the decisions I was making. I highly recommend her assistance to anyone looking for outstanding customer service. Thank you for making this experience seamless and pleasant!”