MAR Wealth Management Services, LLC - West Palm Beach (FL)

Norma G Exceptional and informative!

Page Reynolds Very AFFORDABLE and great service. She is freindly ,kind,and helpfull. it was such a blessing to find her to do my husband and Is taxes . She went out of her way recently to help me and print a copy of my w2 . Highly recommend!

Brody Pierce Wendy was very helpful in helping my wife and I navigate the process of securing a construction loan for our future home. I highly recommend Wendy and Farm Credit for all mortgage/loan needs!

Richard Lewis Had a great experience dealing with Buzz Buys Inc. and highly recommend them. Buzz was extremely professional, courteous, and flexible. He was available for assistance and to answer any questions I had even during off business hours. I dont typically write reviews ... on anything ... but in this case I was more than extremely happy dealing with this agency. Buzz explained the the process thoroughly and he was spot on during the entire process. Many - Many Thanks Buzz!!!

Cosmic Being I must admit, The guys at weber financial completely took care of my retirement planning, I very much recommend them.

Steve Davis I have been a client of Robs for ten years. I trust Rob and his team to completely understand my needs and look after my interests. He is an effective communicator, good listener and adept at explaining current market conditions and the team plans to keep my accounts on track to meet my goals.

Michelle Rose The UPS store in Bartow is awesome! They have always taken care of everything I need. There is a particular employee named Grace that works there. She is very friendly, efficient and professional. She has helped me several times with complicated situations . She made sure that everything I needed to take care of was done correctly. She is definitely an asset to this company. She is an awesome employee!!

Jan Brandi Working with Deidre Fernald, CFP® has been a life-changing experience for both my fiancé and me. We came to her for help with budgeting, debt management, and marriage financial counseling, and what we found was so much more than just a certified financial planner — we found a guide, a supporter, and someone who genuinely cares. Deidre’s approach is so kind, gentle, and understanding, and somehow, even during deep financial discussions, we find ourselves laughing and feeling closer as a couple. We used to struggle with communicating about money — it was a real source of stress. But Deidre helped us break through that. Thanks to her, we now have a stronger financial foundation and a stronger relationship. If you’re looking for financial planning in Clearwater, someone who understands both the numbers and the emotional side of money, Deidre Fernald is the one. She’s helped us create a plan that works, brought peace to our home, and I truly can’t wait to see what another year under her guidance brings. Highly recommend her for budgeting for couples, marriage financial counseling, and anyone wanting to grow both their wealth and their connection.

KEVIN CLABAUGH Awesome Staff and I highly recommend Elizabeth Oros