Oportun

BDO offers world-class resources and industry expertise to provide assurance, tax, financial advisory and consulting services to clients in West Palm Beach and beyond. BDO USA is also a member firm of BDO International, the fifth largest accounting and consulting network in the world. With locations in West Palm Beach, Florida, across the U.S. and the world, our professionals deliver exceptional client service to clients of all sizes and across all industries. At BDO, client service is key to our success in building strong, long-term relationships.

Since 1987, Caler, Donten, Levine, Cohen, Porter & Veil P. A. (CDL) has provided top quality accounting, tax, auditing, business valuation and litigation, and family office services. CDL strives to be the provider of choice to our clients, the employer of choice for our staff, and the corporate c...

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.