Greenberg Financial Group - Boynton Beach (FL)

Josua Schroth I have experienced some challenges with the bank in the past, but my recent visit to this branch completely changed my experience. Last Friday, I was assisted by Bhargavi (“Jigi”), who was exceptionally helpful and professional. She took the time to ask the right questions and provided me with the exact solution I had been struggling to find elsewhere. Her outstanding customer service and problem-solving skills made all the difference. I highly recommend this branch to anyone looking for a bank that genuinely cares about its customers’ needs. Thank you

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Johnny Martinez Words cant express how grateful we are to Jackie and her team for making our dream a reality. From our very first conversation I knew that she was the one who we wanted to work with. The drive, motivation and passion was obvious from the very beginning. Though our process had some challenges, Jackie was there to navigate us through them, she not only addressed any issues but she presented solutions and resources. She patiently and professionally answered any questions and concerns thoroughly, making sure that we were understanding the process. I would highly recommend and insist anyone looking to purchase a home or property to reach out to her. Shes in the business of making dreams come true If I could I would give 10 stars! Thanks Jackie and team for making our dream a reality. God Bless

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Mike Lehman Jay is not only my financial advisor, but he also works with my mother. Both she and I are extremely satisfied with his management of our portfolios.

Linda R. Prince Scott Sade is our trusted advisor, assisting us in securing our childrens future! Scott is well-versed in comprehensive wealth management, investment management, retirement planning and estate planning advice. I trust him implicitly with our financial security and his confident ability to redirect our focus on our future goals! He always has our best interest at heart and is clear in goal to help us help ourselves and our childrens children!

Scott Campbell, II Very helpful and professional. Would recommend for Personal tax filing as well as corperate returns. They have been in business many years and offer a valuable in depth knowledge to the tax filing process.