Brockett Financial Services LLC - West Palm Beach (FL)

Tee Whyte Love this branch. They are fast and efficient. Yuly is amazing the lady on the phone service is also amazing. They are really helpful opening my business account.

Lynn Bain Andreas Heinrich, CPCU®️ has been my financial planner for the past 5 years, and I have been extremely happy with him, his team their services. They are incredibly knowledgeable and experienced in all areas of financial planning, and they have always taken the time to understand my individual needs. They have provided me with clear and concise advice, and they have helped me to reach my financial goals. I would highly recommend Andreas to anyone who is looking for a financial advisor. Pros: •Highly knowledgeable and experienced •Patient and understanding •Takes the time to understand your individual needs •Provides clear and concise advice •Offers a variety of financial planning services Cons: • Absolutely none!

Ashlyn Burtle I worked with Lindsey to secure a home loan and she was excellent from start to finish! She was very knowledgeable and walked my husband and I through the whole process, answering any questions and dealing with any small issues as they arose. I have recommended her to several friends and will continue to do so.

Trina Perone Michelle has been our accountant for several years now and is by far the best accountant that we have ever had. She is very professional, responsible, and reliable. If I have any questions she responds quickly and thoroughly. We feel very safe and secure trusting her with our business. She is a delight to work with.

Eileen Kennedy Thais has been my advisor for more than 10 years. She has done a fantastic job of managing my accounts and has helped me to have a comfortable retirement. She is also friendly and easy to work with. I highly recommend her as a financial advisor.

Jim Guld Long time customer. Wonderful people.

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!