The Institute of Financial Wellness - Fort Lauderdale (FL)

Julie Belote Nothing but compliments on the entire staff!

Theodore Wishin Absolutely unprofessional and nauseating. Started my retirement and fighting to alot my savings. On phone for two hours with wanna be ......consultant? Loosing battle but not the war yet. Please pray for me. If I can get it I will donate to a good cause because its gonna take a act of GOD to do it. Forgive me father

Thymeless Aeon Very nice staff. Very clean environment and good selection and quality items ❤️❤️❤️

abigail Im new to the area and I want a local bank to build a relationship with. I walk to this bank and meet Sonia Davidson OMG what a great banker very honest and super friendly i wish i could give her 10 start i will. I recommend her to anyone that would like to open any account. She is very professional and very informative. Thank you so much.

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Denise Wright TOAMS is the best. They are professional and they let you know how your money is invested. They will walk you through anything that you do not know. They provide you with links on different topics and they are always willing to assist you. I just love this financial business. Call them and see for yourself.

Jimmy Dean Great tech and customer support. Easy to work with.