1. Morgan Stanley

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    West Palm Beach, FL

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    Morgan Stanley

    5.0 (3 reviews)

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    5 years ago

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

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    9 years ago

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    13 years ago

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    Sean Mullin - Northwestern Mutual - Secure your future with a personalized financial plan--maximize growth, protect your income, and build lasting wealth.

    Sean Mullin - Northwestern Mutual

    (1 review)

    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.

    Credit Pro Financial Services

    Credit Pro Financial Services

    (1 review)

    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

    From the owner: Transform Your Financial Future with Our Comprehensive Services! Are you tired of being held back…read moreby poor credit scores and financial disarray? Look no further! At Credit Pro Financial Services, we specialize in empowering individuals like you to take control of their financial destinies. With our expert Credit Repair Services and Credit Consulting, you can finally break free from the shackles of bad credit and pave the way towards a brighter tomorrow. Our dedicated team of professionals understands that every financial journey is unique. That's why we tailor our services to suit your specific needs and goals. Whether you're aiming to boost your credit score, dispute inaccuracies, or develop a personalized credit strategy, we're here to guide you every step of the way. Book Your Free Credit Audit Today!

    Morgan Stanley - financialadvising - Updated October 2026

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