Keywords: Financial legacy financial services fl

Legacy Financial Services - Palm Beach Gardens (FL)

Address: 🏡 3300 PGA Blvd #605, Palm Beach Gardens, FL 33410, USA
Phone : +1 (561) 799-3810
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJKXBKPaMq34gRR_ZigWz8IVc
#Florida

Cynthias Mobile Bookkeeping Service, Inc. - Titusville

Brianna Panza Cynthia was great! Very helpful, efficient and quick to respond! 10/10 recommend Cynthia for all your tax needs. I will definitely be using her again in the future
5 /5

Jackson Hewitt Tax Service - Crestview

Richard Noiseux EXCELLENT!!! Kristi O’Keefe was our preparer. She was very knowledgeable and proficient. She was also friendly and friendly. We have no complaints whatsoever about our experience. We’ve been customers for 20+ years and will continue to be.
5 /5

Space Coast Credit Union | Port Malabar | Palm Bay, FL - Palm Bay

Sherri Brown Just have to give compliments to Tymeka at the Port Malabar Space Coast Credit Union. Truly a very dedicated, caring , and knowledgeable employee. We needed to gather some information in limited time, and she did not disappoint us. She helped us gather everything we needed. I am sure she goes above and beyond for any customers she is assisting. She is truly an asset to Space Coast Credit Union, and we are truly greatful for all her help. Would recommend if you have banking needs.
5 /5

Talon Wealth Management - Melbourne

Bill Shervey I moved my portfolio over to Talon Wealth Management and could not be happier. The financial model is designed to reap the benefits of upward trending markets at minimum risk as well as making appropriate adjustments in downward turns. My assigned advisor is extremely knowledgeable and has fantastic communication skills. Having my portfolio actively managed under the umbrella of Talon Wealth Management gives me considerable peace of mine.
5 /5

OneMain Financial - Pensacola

Ashley Anderson Been using One Main for years when situations arise. I appreciate Tonia working with me yesterday through technical issues and all. She even laughed with me great customer service. I haven’t had any issues with One Main and I recommend them.
5 /5

Premier Nationwide Lending - Arcadia, FL - Arcadia

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
5 /5

Edward Jones - Financial Advisor: Diane Thomas, ChFC®|AAMS® - Eustis

Calvin Knowlton Great personal service from Diane - very knowledgable !
5 /5

Link Financial Group, Inc. - Miami Beach

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.
5 /5
stewart wealth advisors fl

Stewart Wealth Advisors - Naples

Mike Mineo We recently had the good fortune to engage and work with Daniel Stewart of Stewart Wealth Advisors on a couple of financial transactions. We were very pleased with his advice, communications and the follow-through we experienced. it has been a very positive experience.
5 /5