David Schaum is knowledgeable and personable wealth…read moremanagement advisor. He creates well informed plans for each client. He takes into account your individual needs.He is erudite and always available.

From the owner: 40 years of experience managing pre-retiree and retired individuals assets. Focusing on growth,…read morepreservation of capital and income. Formerly a CPA

Always very helpful and efficient. One of the nicer branches as well. Plenty of parking.read more

They location has the worst teller every, she is always confused and take a very long time to do…read moreanything. I've been to this location several times since it near my job, but the service was so bad this time I just asked for my things back and left !

Life Settlements? Now I know about Life Settlements, thanks to A Life Settlements. I was really…read moreconcerned about what I'd been told about life settlements, so I went to investigate. The A Life Settlements staff did a fantastic job of disolving my concerns and showing me that these forms of investment weren't scam for the investor, nor did they have to be considered sure-fire life-saving deals for the elderly. My concern was for the elderly in the form of my parents, but you also should take a look at it from an investment perspective, too.

Well, the reviews are correct, they took my fees 12/2023, and fired the person I hired them for by…read morethe end of 2/2024!! For breach of fiduciary duty, self dealing in recommending the investments he owned himself, and REFUSAL TO REFUND ANY OF THE SUBSCRIPTION FEES 3/2024. Nice. Very polite customer service people will tell you "F you" we don't give any refunds, not for any . Not even if our guy recommending investments is a liar, a cheat and scumbag, and we FIRE HIM OURSELVES! Meaning we know he was lying to YOU. We can't refund you money or having to refund money after such bad business practices would bankrupt US. WHO CARES ABOUT * * * YOU * * *AND YOUR $2,000+ !!!!! Answer: NOT PALM BEACH DAILY GROUP THIEVERY So embarrassed that I did not check YELP and Reddit for the very bad reviews about this group!!!!

LOOK AT THEIR REVIEWS PEOPLE! Do NOT listen to them! They want you to spend $2000-5000 for their…read morerecommendations that are rarely accurate. They promise wealth, and get you to purchase by telling you something big is imminent (psychology). I invested in four Pre IPO deals that "within 12-18 months would change my life". FIVE YEARS LATER, not one of them has gone public and only one is still viable. Check out the BBB. I don't believe they are even accredited. Another product they cancelled after one year and 90% losses. Their only response is "What? We're so surprised to read this". Or "here's a store credit". For what? More bad advice??? It's a total rip off that you'll regret.

I've never met a financial planner like David Treece. He really cares about people, and his clients…read moreare treated like family. It's scary when parents get old and doing the right thing doesn't come easy. But at Treece I was made to feel like everything would be taken care of, and it was. They knew the best people to call for everything like healthcare, assisted living and long term care that didn't break the bank.

From the owner: TreeceFi is your Retirement CFO…read more Financial advocacy for those aging alone and the LGBTQ+ community. Get honest answers to every question. No jargon or industry lingo. No pressure or sales talk. Maximize your income for life. Our job is to not only create a lifetime income plan for you but to also help you prepare for unexpected health care and long-term care expenses that may increase over the years. Gain a team who fights for you. When financial injustice occurs, we are strong advocates for our clients. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.