Best Financial Advisors in West Palm Beach, FL

“Super professional, Leandro and Carol helped us very quickly and took their time to explain the laws work correctly, very easy guidance with the entire process with both personal and company taxes, I highly recommend the services of this company.”

“I started using Legacy Financial Services several years back when I discovered that H&R Block was not looking out for my best interest it seems to me that it was about self and quotas a friend referred me to financial services have from day one it ha...”

“We did an exhaustive search of local tax professionals and could not find anyone we felt comfortable trusting with our taxes, but then we got lucky and found Katie Gorles by referral.”

“I HAVE ALWAYS HAD BAD EXPERIENCES WITH MY TAXES, UNTIL I GET HERE WITH DALIA, I FEEL HAPPY AND THEY EXPLAIN EVERYTHING TO ME LIKE A LITTLE GIRL, I CONGRATULATE YOU FOR YOUR COMPANY, EXCELLENT 🙏🏼 Positive Responsiveness, Quality, Professionalism, Valu...”

“Scott Shrader has been in the industry a long time and its nice to actually have someone do your taxes that knows the industry inside and out.”

“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 ...”

“In our initial conversation, he generously spent an hour walking me through the forensic accounting process, providing invaluable insights into my divorce case that I hadn't been aware of”

“I have the privilege of working with Nick and team and can confidently say that their expertise and dedication have made a significant impact on my financial journey.”

“Melanie Prendergast is extremely thorough, provides excellent communication and with her attention to detail I can rest easy knowing my affairs are in order.”