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

Debra Earle The office is very well appointed and Lilly and Michael are wonderful! My parents have been with Edward Jones for over 20 years and have been supremely cared for by these great people. With the financial markets so volatile lately it warms my heart to know that Mom & Dad are in excellent hands. Sadly we lost Dad earlier this year and Mom is in hospice now but this whole experience with EJ has been so easy, I highly recommend this office for your investment needs. Thank you for over 2 decades of care and diligence, our family is where we are because of you ❤

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

Daniel Abal Steve is a warm and friendly guy. He gives great advice and I trust his thought process and insights. I’d recommend Steve to anyone.

Brenda Spinella Very bad advise from this Company. Pressured me to sell Home Depot @$77.00, Also Apple at $105.00.Please check and see stock prices now. Corporate did nothing. They took advantage of a Senior. Buyer be ware..

Gena Dodson My case was open with HOFLA for over 3 years in that time my case went through 4 different lawyers. This year I had the pleasure of getting Terri S. Rawasia as my lawyer. And she was fantastic. She went above and beyond to get my case done. Was there for every question that I had. Not once did she get mean or aggravated with me. (Like some of the other lawyers there did). She made herself available when I needed. I’m so grateful that I had her as my lawyer. I would highly recommend her to everyone.

Monje Juliana (Juli) Great company for financial advisors to service their clients. The staff is also very friendly and helpful. Everyone is bilingual.