I have used Scott at Vault for my taxes for 10 years. After working with him, I will not trust my…read moremoney with anybody else! He really takes the time to explain everything to ensure that I'm comfortable with everything, and he really does an excellent job with maximizing my tax deductions. I have referred my whole family and numerous friends to Scott. He will work with you no matter what state you live in. It's so simple and efficient. You can feel 110% confident that your taxes will be in good hands with Scott.

When I moved down to Palm Beach Gardens back in 2010 I did not know who to turn to for taxes…read more Based on the recommendation of my friend, I reached out to Mr. Shrader. I instantly had a good vibe about him and I have been working with him ever since. It's not easy to just trust someone with advising you on financial matters. I trust Scott and he has always made me feel very comfortable with our business relationship. He is never pushy, always relaxed and always professional. He does my mom and my sisters taxes and he always returns my phone calls promptly. Do not hesitate to give Mr Shrader a call.

I could not be more pleased with my recent visit with Fidelity Investments. I was treated very…read moreprofessionally and made to feel very comfortable about my finances. As far as I'm concerned, this is the giant and as far as savings and investments, you cannot do any better than Fidelity.

Scott Ashley, Pat and his team, have been consistently excellent in all of my dealings with team…read morefor well over a decade.

Our financial adviser is Mona Wilson and she has been fantastic to work with . My Mom had the…read moreaccount prior to me and Mona has been reassuring-confident and helpful with her insights and especially when its "time to move" on something that is in our best interest. Her vast experience shows in the manner in which she clearly explains her recommended moves if full detail- always making sure that I fully understand. We recently closed on our retirement home in Buffalo NY (yes you read it right...haha) and Mona was on the ball and moving forward to assist us from the moment we made an offer. We had clued Mona in on our plans after my Mom passed and she was ready willing and able to make the moves she did in order for us to enjoy an effortless closing (on our part). When we went to meet Mona and her team for the first time it was intimidating a bit as the building and offices are "Wall Street" impressive! We were nothing short of impressed beyond anything that was expected.We met with James Frank- Fred Gober- and a very impressive upbeat positive Jared Soper. It was a comfortable and confident meeting between my wife and the MS team as we met each key player and knew from that instant our good wealth and good being were all they cared about. They took about 3 hours of their valuable time to put us at ease. Yes we know it works both ways in such a relationship but we are so pleased blessed and fortunate to have Morgan Stanley and Mona on our side. We even consider Mona an important part of "our" family she has been that "in tune with us on what our goals are. She is pleasantly aggressive in a positive and caring nature and we appreciate that. In fact we have family friends of my parents who also are with Mona and they have nothing but priase and confidence on her as well. We in turn are pleased to be part of the Morgan Stanley family. We know that our best well being in our remaining years are in the very best of hands!

Guardian Rock Wealth and John Browning have been fantastic to work with. They are incredibly…read moreknowledgeable and responsive and understand how to speak in a way that we can understand. I really appreciate working with them.

John is a pleasure to work with, he took care of all of my needs and explained things well. Super…read moreexcited for all my future investments with Guardian Rock Wealth!

Had many tax problems and owed over $17,000 in back taxes and penalties; they amended my tax…read morereturns, my tax debts were zeroed out and I got a refund for $14,000. They have done a great job - their help removed my lien on my home and removed a wage garnishment from my payroll. They do great work! Arlene

From the owner: For ideal personal and business financial planning, Worth Avenue CPAs & Associates, LLC can help…read more We offer sound investing advice and are a leader in providing Palm Beach, FL Accounting solutions.

I'm a Schwab customer (3 accounts) and wanted to open a Trust account to receive a 7-figure…read moreinheritance. The paperwork required was extensive, and I wanted to make an appt. to have a Schwab representative walk me through it. I called the WPB branch office but no one answered (the call was routed to a Schwab agent in Dallas). I then completed the WPB office online appointment request form. No response. I then left a voicemail for branch manager Jason Hale. No response. Called the Palm Beach Gardens office, which couldn't help and said I could walk into the WPB office. I walked in and was "greeted" by the receptionist who told me I could fill out the forms standing up (no conference room or agent available). When I had questions about the Schwab form he said he couldn't advise me how to complete it and no one there could help me. And, their notary was away so I would have to come back two days later to have the forms notarized. I was sad and confused by the poor customer service, and disappointed and frustrated that they didn't seem to want my business. I decided to open the Trust account at Northern Trust, which has been incredibly helpful and accommodating.

Love this office. They really service my needs well. My broker is Jimmy Kastrinos. If you're…read morelooking for a new "full service" broker to help you navigate your financial matters, Jimmy is the guy. Low Pressure as in NO pressure.

From the owner: I help families find affordable, reliable life insurance by comparing top-rated companies. Simple,…read morestress-free and tailored to your needs. All new clients get a free consultation with one of our licensed professionals. Our staff is always available to answer questions and give you the help you need.

Issa whole vibe!!!! I truly enjoyed my interaction with Credit Goddess, she is so amazing! Her…read moredemeanor, attitude and wealth of knowledge was on point! She made sure I understood everything that was being discussed and she even used great analogies to better help me understand. I will definitely be reaching out to her again!!

I am a very satisfy customer of the Credit Goddess. Her services are impeccable, impressionable,…read moreand very professional. She is providing REAL credit knowledge and education about the importance of having a great credit profile. All 3 of my scores have increased so much less than 90 days! So thrilled I made the right decision to choose Credit Goddess.

I love my bank. I never felt like I've had a relationship with a bank and the bankers like I do…read morewith the people here. My banker specifically is very thorough. I'm used to rushing through things so I'm grateful she takes her time to make sure your information is updated. She also prioritizes my needs and doesn't just push bank products on me.

Don't Do it... Run... I have never dealt with such a poor idea of a bank. Call there 800 number for…read morestarts and see how long you will have to wait for starters. Withdrawing my 48k tomorrow.