AIO Fee Only Financial Advisors - Fort Pierce (FL)

Phil Carroll Brandi Howard was extremely professional guiding me though a difficult heloc loan. We had several hurdles but Brandi was there the entire way.

BUTCH G always good and friendly service.

Carolyn Loftus I have known Ryan for almost a year in a business relationship. He is extremely knowledgeable in the financial world. He has answers and great advise in any questions you have regarding where and what to invest your future in. His integrity is outstanding!

Judith Oliver Betsy did a great job explaining how to switch my business checking account to earn 5% interest without any fees - my current business account with a national bank charges me $16 a month, although the business doesnt make a lot right now and I dont get any interest. iThink Financial definitely offered the best deal possible. Although I didnt switch right away, Betsy faithfully followed up and started a savings account with only $5 to be able to be a part of the credit union. I had to wait a little to see her, but thats what I have to do at my regular bank as well. No problem with this bank so far.

Baron Loud Worst financial group ever. They spent 8 months leading me along telling me my distribution was coming. Every month it was another month. When the windows finally opened it took them almost 3 months to deliver my distribution check. No direct deposit cash check only. When I called to see where my $100,000+ was they were very hostile and provided no information. If I could give it a lower rating I would. Absolutely the worst people on the face of the planet that only care about their bottom line and what they can benefit from MY money. 1000% never use principal financial!

Liv J Alicia was helpful, professional and very knowledgeable. She was able to answer all of my questions and made the tax preparation process completely stress-free. I am very satisfied with Alicias service at Safety of Wealth in Ocala. I will definitely be a returning customer. Thank you!

Robbin Taylor This has been my primary bank for almost 10 years but I’m about ready to switch to another credit union. This new update is terrible. I can’t send money to a new e-mail or phone number through Zelle until they approve it..that’s ridiculous. A few weeks ago they also printed my new debit card incorrectly and I could not set a pin or use it and had to come back in to get another printed… again this is my primary bank so I didn’t have access to my money for hours. You call and they make you wait hours for a call back to speak with their “debit card” department. I think I’ll be going over to Tyndall or Innovations due to all the technical issues this bank has and dumb security measures. Update: PCU reached out to me and corrected the issue. The customer service from Keith Herrick and Shannon Williams was great. I am now able to send money as I please without restrictions. Thank you again!

Kory Hull ⭐️⭐️⭐️⭐️⭐️ I had an excellent experience working with Whilmer. He made the entire loan process smooth and stress-free. He was very easy to work with, comprehensive, and thorough in explaining everything. Most importantly, he got the job done quickly and effectively. I couldn’t have asked for better support, and I highly recommend him to anyone in need of loan assistance

Tee Great and friendly service. Made me feel welcome and comfortable. Alot to look at plus has a smoke shop in the back.