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.

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.

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.

Glen Schanel has done my taxes for over ten years. Every year I have followed his instructions in…read moremaking my estimated tax payments. This year IRS notified me that there was a problem with my return. I repeated to Mr. Schanel the conversation we had in which he advised me to lower my final estimated tax payment last year due to the elimination of the IRA RMD. Instead of addressing and helping with the discrepancy his reply in an angry, raised voice was, "Bullsh*t." He finished the conversation in his same angry voice and said "You're not worth it. Go somewhere else," and then hung up on me. I was and still am shocked beyond words. He left me in a very bad situation with my taxes due in 7 days and no idea what to pay. You decide if that is where you want to do business.

I cannot say enough amazing things about this place. They have been doing our corporation and…read morefamily taxes for years and they are absolutely wonderful. They always do a perfect job, they are fast and efficient and they do it all for a reasonable price. Highly recommend.

Max actually told me on the phone after the first time we talked, "I'm going to find you the…read moreperfect job" we'll talk again, I'm sure of it". He kept his word, let me give you a little more context. So I Met Max originally about a few jobs and passed on both of them based on fit. But I was very open and honest about what I wanted in my next job and why I wanted to leave my current job. Max's team does an excellent job listening and understanding your career goals. Its important to note I was not actively pursuing jobs, I would have NEVER got this job, my dream job, if Max had not reached out to me and told me he thought I was a great fit for it. So I would urge you to Trust Max and his team, be honest and open. Understand you might not get the current job, but there is a very good chance he will find you something even better in a few months. I owe Max and his team a huge thank you for everything they did for me. A++ experience. Couldn't recommend them more.

Max was incredibly helpful in finding me a new job. I was never out of the loop and communicated…read morewith me at least once a day. Found multiple openings and helped get the salary I was seeking. Highly recommend!