ECF Wealth - Miami Beach (FL)

Danny Johnson Zach has the customers best interest in all decisions and keeps you very informed. He has the ability to make you feel you are the most important customer he has. We highly recommend him to handle any and all investments. He really cares about the customer.

Jordan Jones Gregg is truly the best in town! His expertise as a financial advisor is unmatched, and his ability to break down complex concepts and educate his clients is incredible. He takes the time to ensure you fully understand your options and makes you feel confident in every decision. I could not recommend him enough. If you’re looking for someone knowledgeable, trustworthy, and genuinely invested in your financial success, Gregg is your guy!

Elson Eric (E_RocK) Never a long wait like the dmv in the big city. I love it.

Terry Smith Glad I am a member of this great establishment. Everything is pretty good and there have been no complaints.

Larry Cripps Very easy to work with

Amar R Best advisor in town.

Michael Verrochi I had a very good experience with Bay Equity Home Loans. Their staff is very professional and efficient. Communications are excellent and I highly recommend.

Jordan Eaves Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!