Cohn Financial at Northwestern Mutual - Boca Raton (FL)

Erica Houdyshell Cypress bank has gone above and beyond to meet my expectations. Their dedication to their customers is unparalleled and I will continue to rely on them as a source of trust for my financial means.

Edd Varmo Great attention to clients, always take their time with their customers and make you feel comfortable though every process youre going through; either is taxes, financial services or even immigration. They speak English and Spanish which also helps. Absolutely no complaints. Keep on with the good work.

Syd Michael Finally after 15 years of BIG banks Mrs Breana Boatright has brought back that personal small bank feel with excellent service. I highly recommend First Federal Bank to anyone who is sick and tired of all the others.

Lisa Blackman As a person who has not had Insurance in many years I want to reach out and thank Cindy Figueroa and Jimmy Adams for helping me today to get insurance with Florida Blue. These two individuals went far and beyond to make this process a easy process. This is a major blessing and a big stress relief since Im a 60 yr. old female who can now take care of things I have put off for many years because of finances. Thank you Cindy and Jimmy my prayers have been answered. Sincerely Lisa

Alicia Mitchell Natalie thank you for the very warm welcome. It was a pleasure speaking with you. Natalie was very professional and knowledgeable. Also a big shout out to Jason who initially got me started. He was able to able to answer concerns of mine. I look forward to this journey in putting my debt behind me. Highly recommend this company.

Steven Heuser For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.