Find the Best 18 Finance services in Fort Lauderdale, FL (Part 2)

Karen Dennis An amazing, caring and knowledgeable group of talented professionals.

Veronica Lipp I had a great experience. Shayan was very helpful and courteous. He answered all my questions and made me feel at ease about the choices I made

Dallas Jeanty-Berg I joined this bank solely because my office is in the same building for ease with simple transactions. In that time, their customer service has left me pleasantly surprised and barring unexpected personal needs, I will not bank anywhere else again. Marianela Valenzuela helped me open my account here. She was knowledgeable on all their products and as a result of her information I got a $300 promotion for switching my direct deposit over. Tracey Burrow (branch manager) is fantastic. Every time I’m here it seems like she knows most of her clients by name. I’ve even seen people drop by just to say hi and go about their day. Banking has seemed so impersonal for so long that I’m just grateful to have a positive experience to share. Special shoutout to Kory Gonzalez as well! Always helpful and accommodating and they are lucky to have him. Thanks BofA!!!

Jerri Peterson I have had the best experience ever with this company. They are very friendly, Gave me straight forward answers to all my questions. Got me back on track with some financial burdens that were bringing me down. Thank you for being there for me One U.S. Financial. My payments were worked out to an amount that I could afford with my monthly income. In a bind go with these people there the best ever.. Thank you from the bottom to the top of my heart U.S. One Financial. My credit score has been saved because of your helping me out with this awful issue that I was in...A+ company..

Alex Gonzalez Sharlah has been my tax accountant since 2019 and she’s always over delivered on her services. She’s an absolute wizard with taxes and has been essential for my business. I always have peace of mind when tax season rolls through because of her. Can’t recommend enough!

Orlando Avalos Good

Karolin Zekhtser My husband and I met James for a consultation. We left very happy with the information he provided. Looking forward to working with him.

roy Yater I have been investing with Cheryl Balaban for nearly 10- years and I couldnt be more satisfied. She is patient, professional and friendly. I never feel rushed when in conference with her and she has taught me a lot about investing. Cant praise her enough.

John Smith Amazingly fast, pleasant and professional service from both Anna and the receptionist. Truly impressive !

Lisa Jackson Krause Capital Investment is committed to ALL your financial need (s). I’ve been a client of Krause Capital for 5-6 years, they’re advising me with my retirement portfolio. I have recommended them to my friends and co-workers. The Krause team is highly professional and patient.

Simon Sobellia IFW and Darren have helped me endlessly. Their approach to marketing and technology to reach out to clients has made it easy for me to scale. Not only are they reputable business partners, I now consider Darren a great friend. Thank you Darren for everything.

Jill Lyons I worked with Noelle to purchase my dream boat. She analyzed my finances two years before the purchase to get me ready for the purchase. I am a business owner so I needed prepare my income for the purchase and payoff some debts. I knew the purchase would be more complicated with me being self employed and I really appreciated her expertise. When it came time to make the purchase everything was in order and she made it happen within a few weeks. I expected this to be much harder but she made it stress free and I will be sailing forever grateful for the important part she played in making our dream come true.

Daniel S They were patient and provided the necessary information to set myself up for a better financial future. Highly recommended!

Nate Jackson It is extremely difficult when your account is compromised by an unknown individual(s) and was successful in getting into my checking account and making purchasing for merchandise. This obviously was extremely difficult for my wife and I. It required the cancellation of all my checking accounts including the contact with all of my merchants. I offer all of the credit to my wife along with a special individual from the credit union. Her name is Ashley Smith from We Florida Financial Credit Union. Ashley was successful In assisting in the cancellation along with aiding in the contact of our merchants. She is definitely a special individual and aided in the cancellation of all of our accounts. She is clearly a special person and helped us in definitely clearing this terrible mess that we were in. Thank you Ashley and please continue being that truly special individual that you are. Sincerely, Nate & Pam Jackson

JM H MWR Financial has been a blessing to my household. The leadership truly cares about the people in the organization and their families. The membership and partnership are second to none. Onward and upward we go, being the best stewards possible over the resources weve been blessed to have.

James McFarland We have been clients of Premier Wealth Planning from its inception some 12+ years ago. They are a most professional firm and my wife and I recommend them without reservation. We have been working wih Evan Enisman since we started with Premier and find him to be extremely knowledgeable and highly professional in addressing all our needs and any concerns or questions we may have.