Isaacson Tax & Estate Advisors - Boynton Beach (FL)

Oleg Chuprino Incredibly helpful staff. All the difficulties that arose with the opening of the account were resolved in a very short time. In other banks, they simply asked me to call the service line and there, after a bunch of verification, they began to solve my problem. Everything about this bank is different. If necessary, they themselves call whom they need, but they solve my problem right at the bank.

Christian Winborn These people are awesome and the lady I dealt with today on 8/6/25 was great! She couldnt have been more polite and helpful. I had two out of state personal checks from my grandparents. Two different checks, two different banks. She called and verified the checks, which my grandfather loved, due to his recent bout with scammers. Once they confirmed the checks were legit, I was on my way in two minutes. My bank was going to take 5 business days to put the money in my account due to being out of state. The fee was pretty standard, I think around 2.5% just doing the math off the top of my head, which was just fine having to do it in a pinch

Barbara Elkins This branch has the nicest employees. They always go above and beyond to help me and answer any questions I have. I have never had such a pleasant banking experience, not just once, but every time. They all deserve raises in my opinion.

Adam Nancy Rosario is amazing! She is so helpful, knowledgeable, fast, efficient and kind. Ive been a customer for 27 years. She has been amazing for the whole time she has been at my branch in lake mary.

Lisa Magary Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.

Craig Satterthwaite Simply amazing, Matt and his team are the best in the business! You get tips, tricks and everything in between to get the best deal that suits your needs. If you want honest, transparent advice then you need to work with this team. This is my second home with Cardinal and I wouldn’t work with anyone else!