CIBC Private Wealth - Palm Beach (FL)

Mike Evans Jessica was amazing she helped me figure out that I was paying for two different policies on the same vehicle for over a year and was able to get that policy canceled and get me a refund for that policy over 1,000 bucks. she also was able to save me over 100 bucks a month on my current insurance. I will recommend Newport insurance to all my friends and family. and to anyone who wants great service go see Jessica you won’t be disappointed. Thanks Jessica.

Maeghan M Ty has been extremely helpful with my family and Is financial needs! He is caring, personable and is able to assist you in ways you wouldn’t have known previously. Now my family and I are on track to have better savings, and look into building other assets we didn’t know was possible. Thank you Ty!

issanewday2020 yeah One MAIN is amazing! They have assisted me with my financial needs on several different occasions! I have two successful referrals with the company; consisting of family and a friend. Theresa and Susan have been amazing over the years! They both have been a listening ear to my personal life experiences, well as, my financial needs! Sincerely, A valued customer

Natalia Williams Thank you Marcy & Christian! I had no idea what to do with my inheritance before I met these two. Thankfully, they explained to me everything I needed to know & created an investment portfolio for me. Christian always knows when to buy low & sell high. I can see myself in 40 years having Christian’s son set up my trust & will for my children. & thanks for never forgetting my birthday ❤️

Richard Burton 0% intrest is a lie westshore lied to us and wont even repair their work. cheap products filled with mold

Holly Bauerlein Ruggie Wealth Management is a Great firm! They have been so knowledgeable and professional. We are so grateful for all they have done for my family.