Best Financial Advisors in West Palm Beach, FL

“Audra's expertise on her You Tube videos was extremely helpful but they also made me realize that I should just inquire about seeing if she was available to actually do these forms for me!”

“I was referred to J Brucker Advisors from friends I consider family in Massachusetts [we are in Arizona formally from the East Coast] and heard firsthand how this company helped two people I know very well and performed in a manner that I could only ...”

“He is responsive to your emails and/or phone calls, listens to your needs and concerns and delivers great results!”

“The best”

“If you are looking for a blend of personal service and financial industry experience, you have come to the right place! We offer a broad range of services for the individual investors, retirees, business owners, executives and independent professiona...”

“He has always listened to us carefully, and explained diverse options that allowed us to make informed and practical decisions related to our income and goals for the future.”

“They were always ready to answer any questions I may have had, and if not available at the time I call, will get back to you in a timely fashion.”

“Only drawback in that office is they don't have a piano bar with someone in a tux playing Cole Porter & Irving Berlin.”

“This little location offers ZOOM OFFERS MULTIPLE SERVICES THAT INCLUDING FINANCIAL SERVICES, REAL ESTATE, HEALTH HOME AND AUTO INSURANCE”

“The praise report I have is that I just paid a complete month of May credit card statement balance which is an accomplishment.”

“Unlike many brokerage firms which have “house products” that their advisors often push, we are purely independent and are “goal driven,” not “product driven.” Since we also provide tax preparation services for our clientele, and work in close conjunc...”

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. We are experienced and we're friendly. Please call u...”