Peachtree Financial Solutions - Boynton Beach (FL)

Melanie Bocock Beane Atkinson took care of my dads accounts and now mine for several years now and I am very pleased with the level of service and attention that I have received. Garret is very knowledgeable and a pleasure to work with.

doug riddell This is a great company with great values that is hard to find today!! They are on top of all concerns and are very informative.

Dave Bachus I’ve personally known Perry and Lisa for a number of years, and the service they provide is second to none. They respond quickly to your need for information. They’re extremely knowledgeable and put the client first.

Ashlyn Burtle I worked with Lindsey to secure a home loan and she was excellent from start to finish! She was very knowledgeable and walked my husband and I through the whole process, answering any questions and dealing with any small issues as they arose. I have recommended her to several friends and will continue to do so.

Logan Saunders Amazing environment with amazing people.

Carl Victor Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money. Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either. Carl and Joan Victor

Haytham Abukahdeir Very helpful with their services. Alexander Ammar is amazing!