Somerset Financial Group - West Palm Beach (FL)

Kellie Harrington Melissa is the best! She makes filing taxes a breeze! I highly recommend her and H&R block

Alina Mekhtiieva Highly recommend TFR & Company! Timur and Shawn are very helpful, knowledgeable. For the last three years they were helping me to file my taxes, just recently they helped me to open a business. Fast service! Friendly staff! Never had any problems with them.

gale murry Michael Boggiano and Shaun Tarzy have been my financial advisors for several years. They are a perfect team, and are always willing to met with you, and answer any questions or concerns that you may have. They are very supportive and willing to provide recommendations based on your individual needs. Shaun and Michael are very professional and knowledgeable. They provide the appropriate steps and strategies needed towards financial freedom for your retirement years.

Stephan Wischerth The whole banking experience is changed and become some thing more on the street. But with Scott and his staff at Centennial Bank at Simonton getting business stuff done is easy. This is the best parts of a personal local bank with big bank business combined .....glad that we switched years ago. And feel like we don’t have to sweat anything (which is a good thing) especially in this climate. Visit them.

Lauren Wootton Way more than advice… real strategy. Nick, Robin, David and the entire Proper Wealth team are outstanding! I’ve relied on Nick for years now for solid wealth strategies as well as business guidance. He and his team are always on-it for us, insightful and invested. I could not have built the company I did without them and wouldn’t trust anyone else with my growth. Highly recommended!

Abrielle Medellin Wonderful experience! Quick and easy process. Friendly people amazing environment

Vanessa Cusell Dont deposit cash in the ATM outside. It ate all my rent money. However with that being said, the store manager Allen Wier was amazing in helping me get my money back. The bank does not service the outside ATM, but he was on the phone instantly with the company, and he filed a claim for my money. Although I did have to wait 3 business days, the money was back in my account. Im very thankful for all his help.

Dolly Williams David was extremely professional, courteous and informative with 20 years of expertise. He made my husband and I very comfortable doing our taxes with him, he even stood late to help us. We highly recommend him for your tax needs, 10 out of 10!