Financial Planning Investment Group - West Palm Beach (FL)

Christine Ballewske Had emergency surgery there with Dr.Fiorucci, he was wonderful as well as all, but 2 staff members, an older nurse in the ER, she was down right mean and I was in EXTREME PAIN! She kept telling me to knock off my moaning, said that she would tell the doctor not to come into evaluate me if I kept crying, I didn’t… I had a perforated ulcer, and could have died!! I had one baaaadddd cleaning crew, but every nurse, doctor and physician assistants were wonderful!

KEVIN CLABAUGH Awesome Staff and I highly recommend Elizabeth Oros

Michael Grimes All my investments are handled by Craig Faassen here and even in the worst of times he still made me money. Cant argue with success!

Linda Del Campo Global wealth always addresses any questions or concerns I may have. Explains everything so you understand. Will contact you with any better options that can increase or protect your portfolio. In addition my adviser is extremely knowledgeable and professional. The whole staff and advisers are warm and friendly. They have lunch and learn meeting monthly. My husband and I have learned a lot. We have been clients of Global wealth since 2018. I would truly recommend them.

Jillian Ozkara Benchmark was a wonderful place to work both in terms of professional development and culture. I’ve worked for several financial planning and investment firms in the past. Honestly, I have seen so many underhanded activities, such as advisors charging high commissions or selling products clients did not need. The advisors I worked with at Benchmark had integrity. It’s a smaller firm, so advisors are able to work closely with clients and build relationships. The advisors were honest, reasonable, and genuinely cared about each client. If I weren’t a Financial Planner myself, I would consider hiring Benchmark. They look your complete financial picture—they don’t simply sell products like everyone else.

GucciPradaFendi Great company. I would recommend. Very pleased with the service. Let Primerica guide you into the right direction. Very affordable for the whole family. If I could give more stars I would.

Dr. Melissa Harmon From the very beginning I’ve had an excellent experience working with Chris Schultz from Modern Woodmen. From the very first consultation, he took the time to understand my financial goals and provided clear, personalized advice that truly made a difference. His expertise, professionalism, and attention to detail gives me confidence in my financial future. I appreciate his transparency and patience in answering all my questions. I Highly recommend Chris to anyone looking for an ethical, trustworthy, and knowledgeable financial planner.