Keywords: Financial financial planning investment group fl

Financial Planning Investment Group - West Palm Beach (FL)

Address: 🏡 1615 Forum Pl STE 1A, West Palm Beach, FL 33401, USA
Phone : +1 (561) 689-5724
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJVThDlQvW2IgRxjDiptrilMM
#Florida

TD Bank - Boynton Beach

Kiara Digiovanni Vidal was amazing taking care of us soon as we walked in, he was very attentive to all of our needs we had a horrible experience previously in a very known bank and we walked out so quickly!!! Not here at TD they listen to what kind of account you need as a personal and business level. I really appreciate knowing my money is safe with this bank. I do want to add that having the right person to help with this process opening new accounts is stressful Vidal did everything so smoothly and it wasn’t so stiff it was all done professionally and gracefully done
5 /5

Capital City Investments - Spring Hill

Jason Smith Alex is a great guy and really cares about his clients. Youll find to be honest and trustworthy. Definitely recommend.
5 /5

Mid Atlantic Finance Company - Clearwater

Naomi Tucker I want you all to know, my first impression of this company was "Horrible!" But I quickly changed that reasoning, - Heres what happened: "The company I bought my Mini Cooper from had turned over their accounts to, "Mid Atlantic Finance Company." When I received notice, I called myself being proactive and mailed my payment due by the 5th, on the 31st so, my bill would be paid early. Instead, I began to get all these A-I generated calls about a late payment, knowing I made my payment in advance. I simply, - dont do late charges! To make a long story short those constant (A-I), calls got on my last nerve! To resolve the matter. I called and spoke to several reps who in turn connected me to a supervisor. Before it was resolved I cancelled my check and paid by card. On two different occasions I spoke to an Account Manager named, "Anyissa," who took good care of me in a timely, courteous and professional manner. During the conversation, I was able to make her smile when I complimented her on her beautiful name..... What makes me so happy is my car is almost paid for and I thank God for that! Remember: "When you call any company to get information or help with a issue, - - "Be Patient, - Friendly and Courteous!" And if possible, - "Say something positive that might just put a smile instead of a frown on the Reps face." A good conversation is always better, - than a Bad one. You see, how easy a Negative Review can become, - a Positive Review. Thanks Anynissa for helping resolve my missing check woes, Whew! ......... Naomi Tucker Turtles!
5 /5

Muñoz Taxes & More - LaBelle

Lorena Maldonado I’ve had the pleasure of filing with Silvia 2 times & have never had an issue . Silvia is so professional when it comes to helping with anything I’ve needed , thanks to her I’ll be signing up for legal shield soon
5 /5

Sky Peak Financial - Melbourne

Michelle Forehand Jeremy is wonderful! Not only is he professional, he genuinely cares about you as a person. He has helped me with my finances and with my business. He is trustworthy and has the utmost integrity. So thankful to be a client….highly recommend!
5 /5
pat thomas  associates is proudly partnered with acentria insurance fl

Pat Thomas & Associates is Proudly Partnered with Acentria Insurance - Quincy

Charlie Brown Great Service, professional and top of things.
5 /5