Citi Personal Wealth Management - Miami Beach (FL)

Kathleen Corbett They take good care of you. Huge help to me with the deaths and estates of my parents

John Cooke Outstanding staff. Very knowledgeable and professional.

Robert DePhillips Jr. Jeff Jolly and his team are extremely knowledgeable and professional. He is easy to contact and always prompt and ready when meeting him. He was very straightforward with his recommendations and gave a very thorough plan to help my finances. I would recommend anyone to see him if are looking for financial advice and planning the best for their future!

George Costantinou He is the guy to always get the job done

Kim Mullican Great prices, great selection, super cool owner. Theyve been around forever and know everyone, and are very fair. Well be back!

George Morgan Jeffrey at the fort Pierce store was 100% awesome made me feel at home made me feel good he helped me Tasha did the same for us me and my fiance and we will definitely come back here we will definitely send our friends here recommend people here and I will definitely come back because of these two people!!

jabo Root Your site needs updating. No hours of operation posted on door and none on your site.

Jennifer Vannoy Working with Trish has been an absolute game-changer. She tackled the worst mess I’m sure she’s ever seen and turned it into organized, accurate, and understandable books. Her attention to detail, clear communication, and no-judgment support made what could have been an overwhelming process feel manageable. I trust her completely and can’t imagine working with anyone else. If you need a bookkeeper who’s truly the best at what she does—look no further! Go with Fire Financial Solutions!