Palm Beach Gardens, FL Financial Services

BEST TAX SERVICE ONE CAN FIND..THEY FIXED MY TAX DEBT WITHOUT A PROBLEM THIS GROUP IS A 5 STAR GROUP. I CAN'T BELIEVE THE SERVICE I RECEIVED AND WAS INFORMED EACH STEP OF ... more

Amazing bank. I open accounts for all my 3 business. Very professional and customer service oriented.

Rich is knowledgeable, and makes a very challenging and difficult discussion a lot easier. Always better to go with a trustworthy professional when dealing with financial ... more

Barbara was amazing! Super helpful and nice, would definitely recommend using her.

A good friend and very knowledgeable financial expert. I can recommend Travis very highly.

I am confident and secure in my retirement with Oceanview Private Wealth and my advisor, Rich Ewing.

Rich is knowledgeable, and makes a very challenging and difficult discussion a lot easier. Always better to go with a trustworthy professional when dealing with financial ... more

I have had many advisors in the past, but Brian is one of the exceptional advisors that I have been working with. He is very accommodating where he would make it very co ... more

Jupiter Joe is very helpful. He helped me understand how to get lifetime income from my 401k. He answered all my questions in a way that i could understand. I am confiden ... more

Great accounting firm and CPA Paul Wieseneck!! My financial advisor suggested them after he found some issues on my tax returns. I have been with them for at least 4 yea ... more

Everyone is very attentive and available to customers needs

Thank you for having a 24/7 ATM unlike my "america's most convenient bank" right down the street.

This is mainly about Olliv customer service which is superb. Eva and others are professional but go out of their way to serve. COIN FLIP The mother company, I have yet ... more

Financial Advisor. Office in Palm Beach Gardens FL, Jupiter FL. Investment Management, Insurance and Business Retirement Plans, 401k. Certified Financial Planner

I could not recommend a company more! From start to finish you are in good hands and you will not be disappointed if you entrust Interconnect with your mortgage needs. Th ... more

I would like to thank Travis Routt for the great work on my financial future.They are a class act and were able to show me what my future would look like when ready to st ... more

Very good financial advisor. He knows my family and cares about us.

They were racist and profiled my wife when she brought my mother-in-law to withdraw cash, they said my wife look like a suspect of fraud and elderly abuse and they asked ... more

Whin well start making this bank we all went to know for this location

I came into to deposit pocket change and was informed they have no way to accept change. As a millennial and presumably the target audience of their new indoor ATM arran ... more

In the area and needed to cash a check. Great customer service until I asked to use the restroom. Her response oh we dont have a restroom for non customers Considered thi ... more

My problem was handled professionally and quickly with excellent an follow-up call. Very happy with how I was treated.

The worest costumer servises representitive ever , no consistently, no comunications , everyone tells you diffrent things ,

Merritt Dawson I have been with prosperity financial solutions for quite a while(10 yrs +). I have found them to be extremely helpful with my financial needs, resulting i ... more

Tom Callahan - a loan officer here - is the worst person Ive ever worked with. I secured a doctor mortgage and he misled me on a rate lock - saying we should really just ... more

Went in 4 weeks ago. The manager was very rude.

My comment is, what and how do I go about getting my monies back that I put into Paine Webber back in 1995. One day I went to the office to take out some monies and the ... more

The staff is very profesional, helpfull and very nice. Always with a smile. The customer service is verygood. Mr. Ron is awesome.

The way things going in United States sad that when it come down to tax time you still being robbing being abused even though we pay taxes all our life I think you guys s ... more

Works so wonderfully. You put in your card, enter your PIN and you can get some cash in hand. Always very polite and never made a mistake on any of my requests. I haven't ... more

I opened my personal accounts in December, then returned to open a business account. I was thoroughly impressed with banking staff and onsite security guard. Donna was ex ... more

Lobby is closed despite the fact that the entire state has re-opened. Extensive lines at the drive-through. Even once you’re being “helped” it’s still 15 minutes ... more

Louisa, was extremely helpful this Friday afternoon! Fridays can be a very busy day in a bank. She fit me in without and appointment within 20 minutes of my arrival and h ... more

Good branch. Bryan was pretty helpfull and fast. Thank you!

I have been working with Siegerman & Company since 2011 for my business and personal accounting needs. Mr Andy has been onboard with me since the very beginning. He has ... more

Wanted to take care of business and used the drive-thru today. We experienced the most Rude and Unprofessional teller Stacy, she also said she's the bank manager. Stacy ... more

Failed to file my state taxes