Stringer and Associates Financial Services - West Palm Beach (FL)

Michelle Awesome.

Amy Schiavo Super friendly owner. She helped us locate some granite samples and let us take them home to see what we liked. It doesnt really show in the name, but they do countertops as well.

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Bruno sama Great place to be I used to always hate my visits to banks since theyre too stressful and nerve wracking but when greeted with such warm smiles i felt like i was just at home back in beijing, a very friendly worker there that was called Nellie helped me with my transaction and made sure everything was as professional as possible Very nice people would highly recommend coming here if you got issues or need assistance in general

Cathy Rraney Justine Rooks is a wonderful Financial Advisor. He listens to the customer to help them. His staff is friendly and helpful. We have been a client for a long time and have always had a great experience when dealing with him and his office.

Elizabeth Fabrizi This company goes above and beyond anything I could have imagined from an insurance broker. I work directly with Maria, and she has truly been a lifesaver in so many ways. Not only do they find the best, most personalized coverage for your needs, but they also make it completely effortless to navigate and deal with insurance companies when the unexpected happens. Their dedication, professionalism, and care are unmatched. I will never go anywhere else.

Niya R Stellar service, quick notary. Troy assisted like 20 people while helping us and multitasking to get people in and out as quick as possible. Very professional and hard working!

Steven Heuser For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.