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

Abby Cruz I’ve been filing with Marvin for 3 years Now and he is the best ! I was worried I wouldn’t be able to file with him this year as I moved out of state but I put all my info into the link he sent me and within an hour I got a call back saying I was good to go he also got me approved for an advance which I received the next day. Definitely recommend!

Christopher Brown Helpful and Knowledgeable...everything you want in a financial advisor

Bonnie Mixon Wow, I’m impressed. Rudy did a fantastic job on my taxes. I needed my taxes like within two hours and I mean to tell you, he got them finished and filed. I was able to take care of some business that I needed to take care of. Awesome job!! I will probably use him from here on out.

Ms. B’s Science and Cats! Jason and the staff always make me feel important and comfortable. I trust his advice and am very satisfied with the many years that I have done business with him.

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.

Rhonda Williamson Don’t go during your lunch break! They only have one cashier running the inside and drive through. I walked in with two people ahead of me and didn’t and waited for 45 minutes.

Elizabeth Leavesley This bank is a good place to go. Their employees are very helpful with all my banking needs. Victoria Kolb is a very nice person that helps me every time I go in there with questions.