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.

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.

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!

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.

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.

My wife and I met with Sean last month to work on some strategies that we could put into place for…read moreour business and family. He was very interested and compassionate and worked on a few options for us to put into place. We have worked with other financial advisors in the past but never felt we were 100% in the right hands. I finally feel at ease with our retirement goals and business planning and know someone is only a phone call away if I need to make a change or want to discuss my newest idea. I would highly recommend Sean and his team to anyone looking for an honest financial advisor that will place your needs before his!

From the owner: We offer a comprehensive approach to personal and business financial planning. Our goal is to help…read moreindividuals, families, and business owners create strategies that grow and protect their wealth through every stage of life. Whether you’re planning for retirement, optimizing your investment portfolio, securing your income, or preparing for life’s unexpected events, we work with you to build a customized financial roadmap that aligns with your goals and values. Our services include: • Investment Planning • Retirement Planning • Insurance Solutions (Life, Disability, and Long-Term Care) • Business Succession and Executive Benefits • Tax-Efficient Wealth Transfer Strategies • Estate and Legacy Planning • Cash Flow and Asset Management We take the time to understand your full financial picture and provide tailored recommendations based on your unique circumstances. Financial peace of mind isn’t just about numbers—it’s about knowing you have a clear plan and a dedicated advisor by your side. If you have any questions about your financial plan or want a second opinion, give us a call. We’re here to help.

Trishul has extensive professional experience and is a sound financial advisor. His advise on asset…read moreallocation, tax strategy and wealth planning has helped me increase my net worth while also being able to plan for big purchases efficiently. I highly recommend him for anyone looking to make their money work for them using a disciplined and diversified practice.

Trishul takes the right approach to investing and how it relates to each individual's lifestyle…read more There's a difference between investing for the long term without touching the money and investing for the long term, but needing to use the money along the way. He applies his experience as a hedge fund manager to let you know what investing strategies make sense and what doesn't really apply to individual households.

I signed up with this company and the guzs name is Blake who signed me up , then my husband signed…read moreup 2 days later and we tried to get ahold of Blake and he would not call us back , so he went through some one else , anyway we got an email to send over documents and he sent his with no problem , the young lady in the phone tried to help us and she said they haven't received them . I had to create a password because I didn't have one at the initial time . I am hoping That I wasn't scammed or I will have to take further action . I also left another voicemail for Blake today , so this is 3 days he hasn't responded to our calls

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