Wells Fargo Advisors - Palm Beach (FL)

Loretta Duitsmann Justin is very knowledgeable and will do whatever it takes to find the cheapest insurance. Ive referred a couple friends to him and they are also very pleased.

diane queen We have been working with Landsberg Bennett Private Wealth Management for many years as our financial advisors and administrators, and they have always been a pleasure to work with. We know we can trust Lew Bennett and his staff with such an important part of our lives, and we are very pleased with their successful track record for us during that time. Their flexible and highly diversified strategies enable us to adjust our portfolio investments to changing situations. They are always easily accessible and responsive to answer questions and provide services.

Cory Asadi-Frazier Byron Webb at SouthState has been wonderful to work with (twice now) for our mortgage. He made the whole process seamless and streamlined, which we thoroughly appreciated. I would highly recommend Byron and his team to anyone with any home financing needs!

Elaine Silver Madison is a smart and savvy financial advisor who can help you set your financial goals and keep you on track.

Randy Tisdale A reverse mortgage was a perfect way for us to tap into the equity in our home to finance our retirement. Mike Peerless, our loan officer, was so professional and handled all the paperwork and nuances of getting our loan approved. I would highly recommend Holland Financial to anyone needing retirement advice, but also how a reverse mortgage can free money to truly enjoy your retirement.

Tiffany Warren Kathleen was so helpful. I had concerns about what would be available, but she helped me look at options. and helped me find a different career path. She was wonderful!!