Davis Wealth Management, Inc. - Fort Lauderdale (FL)

Barbara Williams Warm up

Jeff Sabean I am a current client of the new Palm Beach office. The location is perfect as you can drive right up to the second floor and park right outside the door. They provide full service banking and Wealth Management. The interior is beautiful and the team is top notch. Highly recommended!

Josh Browne ⭐️⭐️⭐️⭐️⭐️ Outstanding Service from Lizbeth at Advance America I had an excellent experience thanks to Lizbeth! From the moment I walked in, she was welcoming, knowledgeable, and incredibly professional. She took the time to explain everything clearly, answered all my questions with patience, and made the whole process smooth and stress-free. You can tell she genuinely cares about helping people and goes above and beyond to provide great customer service. If you’re visiting Advance America, I highly recommend asking for Lizbeth — she’s the best!

Nicole Gant The Cooney financial staff is amazing!! We were new clients last year and back again this year. They are welcoming, diligent and have wonderful attention to detail!! I highly recommend Cooney financial and we will be back again next year!!

Karen Gawronski Fortunately for me as I struggled with the barrage of information regarding my approaching medicare enrollment several years ago, someone I trusted directed me to Lloyd at Mintco. When we met, he explained my options so clearly, it was easy to make a decision. We discussed and arranged some other insurance options relevant to my situation. He was informative, professional and helpful with a friendly demeanor. His services for that did not cost me anything! Every fall Lloyd connects with me to check if my policy is still the best fit. Although the main focus of the firm is financial management, he takes the time to call me and ensure I have what I need. He is a well trusted advisor whatever the level of your needs. Thank you Lloyd!

Carla Soileau Farm Bureau was recommended from a friend. Devin didn’t disappoint. The insurance we needed was not in the realm of normal. He was able to find what we needed at affordable pricing. Angel was great in making things work smoothly getting all documents taking care of. Thanks for great customer service!!!

Jill Voss Over the years, I’ve worked with different advisors. My experience with Big Financial has, by far, been the best experience. Glenn is on top of the market, and is always looking for new financial instruments that deliver better results. Lauren, his Client Services specialist is responsive and very knowledgeable, and always gets the job done. I’m very happy I found Big Financial.

Glenn Accardi Travis Routt has done very well with my investments these past 2 years. Even with all the turmoil in the industry…

Dominga Padron So blessed to have met Kimberly at Metropolitan Ministries she truly has a kind caring heart and soul, she made us feel safe and welcome the moment we stepped in the door. Great organization!