P & L Financial Services - Gainesville (FL)

Robin Beemer Matthew provided exceptional service and financial advice!

Emily Vogler Ethan has been so attentive during the past 3 years of having an account with him! You can tell he truly cares about his work and his clients! Definitely recommend!

Ron Rand We needed some slight repair on one of our kitchen cabinets. Wilmo Rodriguez from Cornerstone came quickly to repair it. He was most friendly, courteous, and professional. We felt like family during his excellent visit. Ron Ft. Myers, FL

carol gamester Terrible

Jordan Eaves Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!

mary freis They respond to your questions & there is good customer service.

Brian Kidder My family has been working with Jamie for a few years now and she has been excellent. She is professional, honest and truly cares about the people she advises. She really does have the heart of a teacher in explaining money matters and is very reliable and easy to talk to and get a hold of with any questions. Bergen Wealth Management is the place to go for your financial needs.

Mat C Great experience and easy process. Worked with Jenna. She was very knowledgeable and has great customer service experience. A++