3 Best Financial Services in West Palm Beach, FL

“JBrucker Advisors provides services and financial opportunities to individuals and businesses that, in most instances, are only available to larger-scale operations. They provide alternative financial solutions uniquely catered to everyone from Wall St to Main St. They can offer these services at a reasonable cost and rate with maximum efficiency, rate of return, and customer satisfaction at the core of their focus. They focus on preparing their clients for the many different types of financial situations depending on the circumstances. They provide services for high-volume mortgage companies, commercial finance companies, and individuals. However, they help you to reach long-term financial and credit goals and solutions. Clients come to them to analyze, advise, fix, and adjust what needs to be repaired. You can contact them via phone consultations, Facetime, Skype, and other online solutions.”

Read more

“Guided Financial Advisors is led by Nicholas Sowers, who serves as the president. He offers extensive experience and knowledge in nearly all financial planning aspects, having supported, built, and serviced thousands of customized, comprehensive financial plans. He is also proud to have helped train and develop the careers of over 300 fully licensed financial advisors and countless leaders within the industry. He got involved in the financial sector simply wanting to help people. He started his career as a financial advisor in Tampa with Florida Financial Advisors. As a successful asset to their organization committed to the betterment of his clients and colleagues, he quickly evolved into a Vice President, Partner, and an integral member of the firm’s Executive Team. The firm is independent, full-service, and provides comprehensive financial planning and wealth management. Their core values and mission set the foundation for the way they operate. By understanding their client’s values, goals, and what means most to them, they can formulate diverse and customized strategies geared towards their desired outcomes and success.”

Read more

“Castle Wealth Management was founded by Christina Worley, who graduated at age 19 from the Wharton School of the University of Pennsylvania with a Bachelor of Science in Economics. She worked in New York City for seven years, where she first achieved her Certified Public Account (CPA) working for Arthur Young. She and her team understand the unique challenges that come with managing wealth. Their team comes from various financial and investment backgrounds and is devoted to achieving financial success. For more than two decades, they have served as a trusted partner of individuals and families, delivering wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. They bring proven expertise to bear on every aspect of a client’s wealth, from accumulation and growth through preservation and distribution. With over $400 million in assets under management, they are a trusted partner seeking to understand each client and their goals. They aim to provide personal service coupled with current and extensive financial knowledge. They navigate the course for their clients to follow. Contact them today to book an online consultation.”

Read more