Miami Beach, FL Financial Planner

Maria was fantastic. These are really complicated involved transactions they do and the penalties for getting them wrong can be severe, so it's key that you come in a bi ... more

I've had the pleasure of working with Steve Taylor on many mutual clients and can confidently say he's one of the best and most experienced wealth managers I've met throu ... more

TOP OF THE LINE Professional Has helped many of my friends and family prepare for retirement and protect their savings!! 24 7 around the clock availability

I forgot what life was before Jorge. He changed everything. Made us feel very comfortable. Hes an expert and advised us so well, organized our finances for most optimal l ... more

Excellent attention. Lizzi attended us, super friendly, friendly and willing to help!

Very good service, friendly

Horrible service

No one answers, I've been trying to communicate for weeks and no one answers me for more than 1 hour waiting, no one helps me and I have a problem with my account and I a ... more

Great financial institution and business. Great staff. Very helpful and innovatively engaged in producing great customer care.

Angela is very passionate about helping people. She takes great care of the clients I refer to. I love that she's involved on the board of the Financial Planning Asso ... more

Very good experience

(Translated by Google) They should put on a Google map that it opens at 9, not 24 hours and clarify that the ATM service is 24 hours. Thank you (Original) Deberan poner e ... more

Excellent job from Joorney Business Plans. Excellent work, well detailed and precise. Thank you so much!

I've been waiting for a debit card for 1 month and it hasn't arrived, what's the problem with delivering a debit card??? 1 month, is it serious??? Terrible service from t ... more

id like to work there