South Florida Wealth Management LLC - North Palm Beach (FL)

Shauna Duvall I’m one of those people that doesn’t think they need to pay someone to do my taxes- but Bobbie’s value is clear almost immediately and now I can’t imagine using anyone else. She is super cool and laid back but also seriously knows her way around some tax forms! Highly recommend to anyone who’s on the fence about going here .

Amanda Booker Everyone here is absolutely amazing. I have both personal and business account with them. They always greet me with a smile and by name. The tellers at the front are very knowledgeable and I have never had to go beyond them to get the help that I need!!! Tracy is the absolute best!!

Charlie Goodwin Super sweet family owned business extremely knowledgeable and helpful

Mary S We dropped off our business and personal bank statements the 2 of January. He kept telling us another 2 weeks, then he went on Vacation for two weeks. Then he had the nerve to charge us $150.00 to file an extension only to find out its FREE. We were charge a total of $750.00 and didnt get our check until beginning of June! That will be the last time we Ever use him again.

Jarrod Ordonez I have worked with Robert and his staff for the last 7 years. He is not only the ultimate professional but a wealth of knowledge. I would recommend to anyone in need of his services.

Fontil Matthew (Moncler Matt) Mr. King took my phone call today and patiently answered all my questions about the financial sector. He thoroughly explained and gave insight about the different methods and products available to me. He without a doubt addressed all my needs and I am very grateful for all the time and information that was shared with me.

Alex Vayslep I’ve worked with Wyn for a number of years. He’s been trustworthy, kind and given great advice through thick and thin. I appreciate his thoughtful , low pressure style .