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

VyStar Credit Union - Lake Mary

Zack Lawrence Jessica is so friendly and helpful at the Lake Mary branch. I could not recommend coming to this location more as the personal service and kindness shown is impeccable. She helped me consolidate debt and actively looked for future solutions on helping my finances get to a better spot for my personal and business needs. We have been using Vystar for over 25 years since we lived in Jacksonville and it was Jax Navy. I’m so happy to see them making a bigger presence in the Orlando / Central FL in recent years and I’ve come back to primary banking with them.
5 /5

New Beginnings Financial Consulting Inc - Palm Bay

Brenda Mann Sean Adams was helpful to me when I needed help filling for short term disability. He made sure he was on top of it with the agents at Nat’l Life group.
5 /5

The Wealth Planning Group - Fort Myers

Steve G Marc and his team are amazing, you wont be sorry.
5 /5

Safe Money Solutions, LLC - Palm Coast

Karen Marcarelli I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him. He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get. Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well. If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!
5 /5

CAPITAL INVESTMENTS AND COLLATERALIZED LENDING, LLC - St. Augustine

Jody Stevens I needed a hard money lender to close on my commercial property when my SBA lender wasnt able to close in time. Capital Investments And Collateralized Lending, LLC stepped up and funded the transaction with no new appraisal in one week. Thanks again for all the help and happy to leave my personal recommendation for anyone looking for a great lender to partner up with to fund their deals or projects.
5 /5

Arbor Financial Services of Florida Inc - Melbourne

AmeriKraut Ive been a client of Arbor Financial since 2019 and felt totally confident with Jeff Small and his uncanny ability in handling my finances via 401K transfer. So much is in flux concerning our economy today and its so important to select those with the know how to navigate through todays changes as Jeff does. And Jeff knows how to select the best to join his team. I got to know his latest associate, Phong T. Truong who shared with me his background among other things. He has rich insight and I was pleased with what he explained to me concerning my finances since Im now currently retired. You cant go wrong. Arbor is the place to place your finances for retirement!
5 /5