ThreeBestRated.com
BEST RATED WEST PALM BEACH, FL FINANCIAL SERVICES

3 Best Financial Services in West Palm Beach, FL

Expert-recommended Top 3 Financial Services in West Palm Beach, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Guided Financial Advisors - West Palm Beach, FL Financial Services
Guided Financial Advisors - West Palm Beach, FL Financial Services
CALL EMAIL

GUIDED FINANCIAL ADVISORS

(4.6 Score)
700 South Rosemary Avenue, Suite 204,
West Palm Beach, FL 33401 Directions

Since 2022

Specialty:

✓ Wealth Management ✓ Investment and Tax Planning ✓ Retirement and Education Planning ✓ Cash Flow ✓ Budgeting ✓ Estate and Business Planning ✓ Real Estate Planning ✓ Charitable Giving ✓ Risk Management ✓ Major Purchase Planning ✓ Major Life Transition Planning ✓ Workplace Benefit Maximization

“Guided Financial Advisors is an independent, comprehensive financial planning and wealth management firm. The team consists of highly trained and experienced professionals and they offer customized financial plans, advice, and solutions. Nicholas Sowers is President of Guided Financial Advisors. He offers a wide range of knowledge in financial planning, having helped build and manage thousands of customized financial plans. He helped the careers of over 300 fully licensed financial advisors and numerous leaders within the industry.”

Reviews   |   Write a Review
License #L22000307989

Contact:

(561) 228-1450

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Agnello Financial Group, Inc - West Palm Beach, FL Financial Services
Agnello Financial Group, Inc - West Palm Beach, FL Financial Services
CALL EMAIL

AGNELLO FINANCIAL GROUP, INC

(4.5 Score)
712 North Olive Avenue,
West Palm Beach, FL 33401 Directions

Since 1988

Specialty:

✓ Investment Advisory ✓ Investment Monitoring ✓ Retirement Planning ✓ Estate Planning and Education Planning ✓ Tax Analysis and Cash Flow

“2026 Update: Agnello Financial Group, Inc. is a family-owned firm which provides investment strategies for sensible financial futures. Michael H. Agnello is the founder of Agnello Financial Group. They mainly focus on building investment portfolios, helping clients to reach their financial goals. Their services includes investment advisory, financial planning, investment monitoring, and insurance services. Their investment management begin with a clear understanding of each client's specific needs and objectives.”

Reviews   |   Write a Review
License CRD #2025639

Price:

Financial Planning Per Hour $250

Contact:

(561) 833-7080

Mon-Fri: 9am - 5pm
Sat & Sun: By Appointment

TBR® Inspection Report:

JBrucker Advisors - West Palm Beach, FL Financial Services
5+ YEARS IN TBR
CALL EMAIL

JBRUCKER ADVISORS

(4.4 Score)
600 South Dixie Highway,
West Palm Beach, FL 33401 Directions

Since 2011

Specialty:

✓ Near and Long-Term Goal Achievement ✓ Repair Your Financial Situation ✓ Preparing Businesses and Individuals ✓ Become Fiscally and Credit Ready

"JBrucker Advisors help both businesses and individuals achieve professional and personal goals by providing them with alternative financial solutions. They take pride in helping their clients through alternative financial solutions. They attempt to combine the correct amount of customer service coupled with the ability to open doors that individuals and corporations may not have access to in traditional aspects of life and business. Clients come to J.Brucker Advisors to analyze, advise, fix, and adjust what needs to be repaired. You can contact them via phone consultations, FaceTime, Skype, and other online solutions.

2026 Update: JBrucker Advisors created CreditLife Credit Repair System which is multi-featured five step process to safeguard your account."

Reviews   |   Write a Review

Contact:

(844) 772-1960

Mon-Sat: 8am - 9pm
Sun: Closed

TBR® Inspection Report:

Video

Write a Review for JBrucker Advisors

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines.

Contact Business

GUIDED FINANCIAL ADVISORS REVIEWS

I had an outstanding experience with Guided Financial Advisors in West Palm Beach. From the very beginning, the team was knowledgeable, transparent, and genuinely invested in helping me understand and plan for my financial future. They took the time to get to know my goals and provided clear, thoughtful advice every step of the way. Gavin, in particular, went above and beyond to make sure I felt confident and informed with every decision. His professionalism and dedication truly stood out. I would highly recommend Guided Financial Advisors to anyone looking for honest guidance, personalized strategies, and a team that truly cares about your financial well-being.

I’ve had the pleasure of knowing and working with Richard for a few years. He is a very helpful and diligent worker! He’s incredibly knowledgeable and patient, with genuine commitment to his clients long-term financial success. He will take the time to understand your goals and provide a clear and personalized strategy to achieve those goals!

Lea and the team helped me set up my LLC and work my difficult tax situation to minimize taxes. She is very responsive and dedicated which is something that was missing with past advisors.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

AGNELLO FINANCIAL GROUP, INC REVIEWS

For the past 10 years, Mike Agnello has been a steady and trusted advisor through every stage of my financial journey. He is thoughtful, proactive, and always available to answer questions. I especially appreciate how clearly he explains my options and how tailored his advice feels to my specific goals. Thanks to Mike and his team, I feel confident and well-positioned for the future. I couldn’t recommend Agnello Financial Group more highly.

If you are looking for a firm that is trustworthy, with an incredible staff, that offers sound investment advice and portfolio management look no further than Agnello Financial Group. I’ve known Mike for 25 years and I highly recommend his expertise for any and all of your financial goals. I am grateful to be one of his many clients.

My brother recommended AFG more than 10 years ago. Partnering with Mike was the best financial decision we made. He is always there to help us choose the best way to handle our money.

JBRUCKER ADVISORS REVIEWS

I worked with John over the course of the last nine months. John was extremely patient, understanding and accommodating regarding my unique needs. John was highly communicative throughout the process. He offered very sound recommendations and advice. I always felt that John's guidance was 100% in my best interests. I am confident that many others would have provided mediocre service or would not have continued to work with me for such an extended period of time. Despite the extended amount of time, John never once attempted to renegotiate his fees or contract for service. His fee was exceptionally reasonable. I 100% certain that I would not have been able to successfully navigate my business matter without a huge amount of stress, and for that I am immensely appreciative of John's work. I will definitely work with John in the future and recommend J. Brucker Advisors without hesitation.

John has been the first person in this industry that actually cares about my success. His incredibly knowledge and responsiveness has gotten me remarkable results. After being in business myself for 15 years, it’s refreshing to see someone work this hard and this passionately. Above and beyond is an understatement

John is amazing at what he does. Super honest. He has helped basically my whole family with their credit. Everyone is very pleased hard to find honest credit repair guys. This guy knows his stuff. Highly recommend.

TBR® Inspection Score Report

GUIDED FINANCIAL ADVISORS Total Inspection Points: 111/120
Acknowledgments: 8
Complete Info: 8
Experience: 8
Reviews Study: 8
Business Images: 9
Contact Info: 10
License: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

AGNELLO FINANCIAL GROUP, INC Total Inspection Points: 109/120
Acknowledgments: 8
Current Evaluation: 8
Responsiveness: 8
Reviews Study: 8
Business Images: 9
Complete Info: 9
Legitimate Ratings: 9
License: 10
Experience: 10
Location Proximity: 10
Pricing: 10
Reviews Accuracy of : 10

TBR® Inspection Score Report

JBRUCKER ADVISORS Total Inspection Points: 105/120
Acknowledgments: 8
Business Images: 8
Complete Info: 8
Current Evaluation: 8
Experience: 8
Responsiveness: 8
Reviews Study: 8
Legitimate Ratings: 9
Contact Info: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10