AIO Fee Only Financial Advisors - Fort Pierce (FL)

Derrick Jennings The staff is terrific, my children loves to attend school and I see progress and productivity at home and at this facility.

Steven Del Nunzio Only wish I was able to give more than 5 stars. Karly Guiliano has been nothing short of amazing. Helpful, patient, intelligent, easy going, can go on and on. Michael Nieves was equally amazing at the banking center. He helped me through paperwork a local bank was requesting and actually waited for me after hours to process the deposit.....on a Friday afternoon no less. Over all experience top notch. Could not have expected more. Highly recommend both of these wonderful young people.

Natashia Hicks Junior made my tax file process easy!! His experience and attention to details helps me find areas in my business for deductions. Also, the software they use makes my tax filings process seamless. Thank again and see you next year!

Dennis Pfeiffer I love this bank! i walked in to cash a check on my birthday and they actually sang Happy Bityhday! I left feeling happy. Inverness branch manager Mary is awesome and the staff is always upbeat and personable. Highly recommend.

sunshine I have been with iTax financial Group who is most accurate and follows up on all the details that benefit the client for more than 7 years and he always meets my expectations. I recommend him to everyone.

Lexi Moore The entire staff at this bank are so friendly and helpful. Building is also super nice and they often have treats at the front door. Definitely recommend banking with Capital City!

Jaki Lauren really takes handling insurance for her customers to a higher level! She is not only professional but goes the extra mile to make sure her clients are always taken care of AND happy! She doesnt just tell you what the score is with one option either, she takes the time to research and give you options and choices for what best meets your, her customers needs. Since doing business with Lauren I can tell you she is TOP NOTCH and I wouldnt take my insurance business anywhere else.