Sheilds Associates

Sigmund Munster Family Office is a boutique financial services firm based in Palm Beach, FL, specializing in providing personalized wealth management solutions for high-net-worth individuals and families. With a focus on discretion and tailored strategies, the firm offers comprehensive financial planning, investment management, and estate planning services to help clients achieve their long-term financial goals. Generated from their business information

Legacy Financial Partners, based in West Palm Beach, FL, is an independent financial services firm dedicated to helping individuals create tailored retirement strategies through a range of investment and insurance products. Their team of experts assesses each client's financial situation with integrity and transparency, offering recommendations that align with their best interests. Specializing in investment management, wealth management, financial planning, insurance, and retirement plans, Legacy Financial Partners prioritizes client safety and preparedness during inclement weather closures, ensuring continuous communication and support to meet unique financial goals.Generated from the website

Family First Financial Planning is a registered investment adviser based in Palm Beach Gardens, FL, offering advisory services in Florida, Georgia, and other jurisdictions. With over 25 years of experience, their team of certified financial planners provides hourly advice and planning services to help clients meet their financial goals, without selling products or charging fees for investment management. As fiduciaries, they assist clients in simplifying and implementing personalized financial plans that align with their unique life goals. Family First Financial Planning takes a holistic approach to financial planning, helping clients at every life stage and circumstance. Whether it's planning for retirement, funding education, or ensuring long-term family prosperity, their accessible and client-focused approach has earned the trust of hundreds of clients. With a mission to act as advocates for their clients, they strive to help individuals and families understand, simplify, and achieve their financial goals.Generated from the website