3 Best Financial Services in West Palm Beach, FL

“J.Brucker Advisors help both businesses and individuals in achieving professional and personal goals by providing them with alternative financial solutions. They take pride in helping their clients achieve personal and professional goals 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.”

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“Guided Financial Advisors is an independent, comprehensive financial planning and wealth management firm. As a team of highly trained and experienced professionals with knowledge in many areas of finance, they offer customized financial plans, advice, and solutions with unmatched service and support. Nicholas Sowers is President of Guided Financial Advisors. He offers a wide range of experience and knowledge in nearly all aspects of financial planning, having helped build and manage 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 numerous leaders within the industry.”

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“Castle Wealth Management provides wealth management services for individuals, families, and businesses. Christina Worley is the Founder and Managing Member of Castle Wealth Management. She graduated from the Wharton School of the University of Pennsylvania at age 19 with a Bachelor of Science in Economics. She completed both high school and college in three years each. She worked in New York City for seven years, where she first earned her Certified Public Accountant (CPA) working for Arthur Young. Castle Wealth Management follows a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate. They determine the appropriate allocation of assets to realize your particular objectives.”

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