Citizens - Wealth Center - West Palm Beach (FL)

Magalie Dubeau Excellent, professional, and ethical treatment. Wants the best for clients, and guides them every step of the way.J P Mortgage & Business Loan Agency provides great service for business loan.

Derek Lovett Love me some Rhonda. Great service and knowledge.

Christina Lynn Smith She found a pension we didn’t even know. Dr. Aull is friendly, knowledgeable, and helpful. Thank you Cathy!

Brittany Barnes I thought Id be disappointed with PFS because of the high interest rate on my loan. I was offered to refinance a few years ago and Im saving 5% interest now. Ive only been to the branch in person once, but I had a pleasant experience while I was there. No one is ever rude, always welcoming and professional when I speak with them over the phone. And yes, they DO report to creditors. My history with PFS is marked as all on-time payments in the 4 years theyve been my lienholder on both Transunion and Equifax. It looks like not everybody has had the same experience, but theyre probably just mad that their credit sucks and this is the only place that would approve them with high interest.

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.

Terri Huerta Dirinda truly cares about her clients and it shows. She is very professional, honest and ethical. I recommend her without question.

a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.