Robert J Morris - Private Wealth Advisor, Ameriprise Financial Services, LLC - Boynton Beach (FL)

Patrick Dwyer I am and have been a customer with Bank of America for a number of years now. Recently, I needed to conduct in person banking at the Bank of America location, located at 105 N. Congress Ave. in the city of Boynton Beach, Florida. At this location, I met with and spoke to the on-duty bank manager, Andrea Velasco. Miss Velasco was extremely polite and professional at all times during our interaction. Miss Velasco was also very knowledgeable and readily able to assist me with what I thought was a complex banking issue. The entire interaction lasted a short time and with Miss Velasco’s assistance, I was able to complete all of my necessary banking business at that time. It was a stress free and pleasurable experience. Patrick Dwyer

Peter Puzio We were in a very difficult situation this past week and we were very concerned about what to do. Ashley initially recommended a loan. She was so sweet and helpful! We made an appointment with Yvonne. She was absolutely fantastic and answered all of our concerns. She really pulled through and made thing work!

Rebeca Medina Christine was a pleasure to work with! She made us feel comfortable and at ease. The experience was definitely better than we thought it was going to be. Thanks!

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

Amy Rodriguez Mr. B is very professional and personable. His knowledge about retirement planning is unmatched compared to others I went to seeking assistance. As a divorced mother of two, I needed to make sure my money was working for me and prepare for the "what ifs" and Mr. B helped me do that. Now I feel secure for the future and my family. Thank you Mr. B!

Larousse momplaisir Yes I luke

Cameron Amend Jordan Lacy has been incredibly helpful in simplifying my finances and guiding me toward my goals, while teaching me along the way. He is professional, knowledgeable, and always make me feel confident in the decisions we make. Highly recommend his services!