Legacy Financial Partners, LLC. - West Palm Beach (FL)

Wes Nowling Very nice folks top of the line when it comes to being customer friendly.

Kate Tallent I am a non-customer. They were kind, helpful, and accommodating. If they treat their customers this well, this is the place to bank.

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

Wanda Heite Dalia is the best! My husband and I have banked at this branch for many years now and, always, without fail, she provides banking services with a professionalism that is not readily observable in other financial institutions. Personable, polite, and pleasant, and so very competent,she makes a trip to the bank a pleasure.

Todd Christenson He has taken the time to explain my retirement options. I feel these choices will help over the long term versus the short term. I will be with him for a long time. Thank you.

Beth Brenkman Still waiting 30 minutes after a scheduled appointment with Joyce who is working with other people. No notice was given and were just sitting here. Will update review after we are seen/if we are seen. Update: As far as tax preparations go, it was excellent. Joyce is friendly and knowledgeable. Im still not happy about waiting and there was technical problems with paying our fees at the end. 2020 update. Back again and had the pleasure of working with Joyce, again. She helped us with the new W-4s and figuring them out. Highly recommend H&R Block and Joyce is invaluable. I hope we have the pleasure of doing business with her for a long time.