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.

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'm a Schwab customer (3 accounts) and wanted to open a Trust account to receive a 7-figure…read moreinheritance. The paperwork required was extensive, and I wanted to make an appt. to have a Schwab representative walk me through it. I called the WPB branch office but no one answered (the call was routed to a Schwab agent in Dallas). I then completed the WPB office online appointment request form. No response. I then left a voicemail for branch manager Jason Hale. No response. Called the Palm Beach Gardens office, which couldn't help and said I could walk into the WPB office. I walked in and was "greeted" by the receptionist who told me I could fill out the forms standing up (no conference room or agent available). When I had questions about the Schwab form he said he couldn't advise me how to complete it and no one there could help me. And, their notary was away so I would have to come back two days later to have the forms notarized. I was sad and confused by the poor customer service, and disappointed and frustrated that they didn't seem to want my business. I decided to open the Trust account at Northern Trust, which has been incredibly helpful and accommodating.

Love this office. They really service my needs well. My broker is Jimmy Kastrinos. If you're…read morelooking for a new "full service" broker to help you navigate your financial matters, Jimmy is the guy. Low Pressure as in NO pressure.

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.