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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!

JBRUCKER ADVISORS

600 South Dixie Highway, Apt 221, West Palm Beach, FL 33401 DIRECTIONS

Since 2012

Here’s The Deal:
JBrucker Advisors' focus is to prepare their clients for all of the many different types of financial situations depending on circumstance. From high volume mortgage companies to commercial finance companies, to individuals and couples trying to set near & long-term financial and credit goals, they have a solution for you. From Wall St. to Main St., JBrucker Advisors takes pride in helping their clients achieve personal & professional goals through alternative financial solutions. If JBrucker Advisors is not in your area of the country, that does not mean they cannot help you with your financial matters. They have clients all over the country and can handle accounts via phone consultations, Facetime, Skype, and many other online solutions. JBrucker Advisors can schedule sit-down appointments in West Palm Beach, FL, and Philadelphia, PA.

SPECIALTY:
Near and Long Term Goal Achievement, Preparing Businesses and Individuals, Repair Your Financial Situation, Become Fiscally & Credit Ready

Book Appointment

[email protected]

jbruckeradvisors.com

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

TBR® Inspection Report:

LEGACY FINANCIAL PARTNERS, LLC

1601 Belvedere Road, Suite 305-S, West Palm Beach, FL 33406 DIRECTIONS

Since 2013

Here’s The Deal:
Legacy Financial Partners, LLC is an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs & objectives. Michael Martin is the Founder, Partner, Director of Investments and Insurance of the company. Michael advises corporations, business owners, high net worth individuals & families. His focus is to help design a 'complete' and tax-efficient financial plan, always intending to minimize the risk of loss or, if possible, to eliminate it. He has honored to share this focus and its technical implementation with other financial advisors & firms across the nation. Michael has featured in The Wall Street Journal, U.S. News & World Report, The Suit Magazine, and The Street, as well as on the local NBC news affiliate.

SPECIALTY:
Investment and Wealth Management, Financial Planning, Insurance, Retirement Plans, Small Business & Trust Financial Planning

Book Appointment

[email protected]

lfpfinancial.com

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Mon-Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

JIM SMEENGE - EDWARD JONES

120 South Olive Avenue, Suite 101, West Palm Beach, FL 33401 DIRECTIONS

Since 2003

Here’s The Deal:
Jim Smeenge has attended the University of Alabama in Tuscaloosa and graduated with a Bachelor of Science in Commerce & Business Administration, majoring in Finance and a minor in Economics. In 2003, he has joined Edward Jones and moved to West Palm Beach. In 2006, he received the AAMS professional designation, and, in 2013, Jim Smeenge attained his CFP certification. Edward Jones' goal is to understand what's important to you. They will use an established process to build personalized strategies to help you achieve your long-term financial goals, and they are committed to partnering with you to help you stay on track. At Edward Jones, they provide highly personalized service. All aspects of their business are aligned to help them better understand and meet their client's unique goals & needs. As a result, they provide the investments, services, and tools their clients need to work toward their financial future.

SPECIALTY:
Wealth Strategies, Business Retirement Plans, Entrepreneurs and Business Owners, Retirement Income & Savings Strategies

Book Appointment

edwardjones.com/us-en/fin...

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Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: