Morris Wealth Advisory Group - Ameriprise Financial Services, LLC - Boynton Beach (FL)

William Garcia Miranda Gutierrez and her team were incredibly helpful when I was shopping for home insurance. They went out of their way to explain how I could save money on my policy and the tradeoffs involved. Even though I was rate shopping with different insurance providers, Miranda encouraged me to get a revised quote with my existing provider despite it potentially going against her own interests. That level of integrity is tough to find in an insurance agent and I would highly recommend working with her team.

Jennifer Shelton Ms. Megan is top notch! She had to work a couple hours but finally was able to get the funds to pay my parents electric bill that was gonna be shut off in the AM.

Priscilla Nunez I have been doing my taxes with John for the past 15 years. He is upfront, professional, and his staff is knowledge and friendly. His prices are reasonable and the location isnt hard to find. Hes awesome wouldnt take my taxes anywhere else.

Gigi Joseph This is not the correct contact number for JBS Financial Group. A woman with an accent answers and ask alot of questions as if you have the correct number and then tells you, its a wrong number. Its a little fishy.

A Kra No matter your financial state, it is never too early to plan for retirement. If you are looking for responsible advocates to help you organize funds for retirement, we highly recommend this firm. They are the most professional people we have ever had the pleasure of working with. After dealing with my fathers issues, we have also just purchased long term care insurance. Something to consider now to help protect your children and yourself in the future. We trust them. They helped us feel confident about our retirement; they are kind, smart and speak in a simple and professional manner when it comes to more complex concepts. HIGHLY recommend this firm!!!

Brian Egner This is a great organization that does right by their customers.

Ahava Yasharel Very knowledgeable & professional people

Natalia Williams Thank you Marcy & Christian! I had no idea what to do with my inheritance before I met these two. Thankfully, they explained to me everything I needed to know & created an investment portfolio for me. Christian always knows when to buy low & sell high. I can see myself in 40 years having Christian’s son set up my trust & will for my children. & thanks for never forgetting my birthday ❤️