Jeff Christopher - Private Wealth Advisor, Ameriprise Financial Services, LLC - Stuart (FL)

Thymeless Aeon Very nice staff. Very clean environment and good selection and quality items ❤️❤️❤️

Business Email This bank is the worst so far. Tammy Brown was my manager.Had my first check processed 10 days. Online transfers are unavailable. Zelle doesnt work. Cash app transfer was not approved by this bank and customer service is unavailable on weekends. Plus, another payment to the credit card was not available.DO NOT RECOMMEND. And those "specialists" may need a different jobs.

Kathy Casteel Everyone is very helpful and tries hard to get the money you need. Would borrow from this office again. Special thank you to Doug for his professional attitude and for all of his help.

Jeff Sabean I am a current client of the new Palm Beach office. The location is perfect as you can drive right up to the second floor and park right outside the door. They provide full service banking and Wealth Management. The interior is beautiful and the team is top notch. Highly recommended!

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Jay Choose Alex every single time. One of the few that you can tell actually care about people!!

fred hernandez Robert is extremely skilled with tax paperwork I feel strongly in highly recommending his services I will be back to my taxes again and telling my family and friends.