CIBC Private Wealth - Palm Beach (FL)

Mike Meltzer I have been using Bill Sines at Senior Financial Services for 11 years. Both investments and tax preparation. Great team.

Diane Newham Miracle has made my experience with insta loan a five star hit. Polite, kind, and gentle are the customer service reps the have on our side. She was outstanding

g t had payday loans didnt really need them but i did it any way got up to 5000 in loans said what the heck im doing called them they called the payday loan company killed the intrest went from every check to once a month and only 10 payments they banned me from using payday loans for 3 years but who cares do need them.if payday loans or any debt is kicking your behind uses them to get back under control with out having to get a bank ruptcy lawyer which is the nuclear option. i would call this a missle attack.

Betsy Woodcock We met with Mike Reilly to create a trust for our family. Mike was great to work with as he is very knowledgeable and low pressure. Never once did he encourage us to do something we might be uncomfortable with. Both my husband and I could not be more pleased with Mike Reilly and his office staff. We recommend him highly if you are interested in updating your wishes!

Kate Freeman This location at 821 Beachland Boulevard does, in fact, have an M&T Bank ATM with access during business hours. Our Vero Beach location is a Wealth Management office and not a bank branch serving retail clients. All M&T Bank and Wilmington Trust clients are welcome to use the ATM, located inside the office.

sharon poppell Great people

S R Most caring and professional staff. Lovely residents. Home for caring compassionate people.

Caroline Johnson Professional and incredibly knowledgeable. He has helped our family so much.

Kimberly Snow Michael has been my advisor for over a decade now. He is extremely honest and wicked smart. He has invested my money in a way that has grown and given me valuable advice to make sure I live a comfortable retirement. I could not recommend him enough. Over the years I consider him and Heather to be a part of my circle and I feel like the day we met was a blessing.