Ameriprise Financial - Vero Beach (FL)

Brandi Creech Very welcoming, very nice, didn’t get aggravated wasn’t acting like he Didn’t want to be there. He wasn’t in a rush, but he got it done pretty quickly. I will definitely be back next year.

Scott Bender Warren and his staff are very professional in the way they conduct their affairs. He takes the time to LISTEN to what his clients have to say, and he understands what they are trying to achieve. He does not make rushed recommendations, and his "game plan" is tailored to each individual. He cares about his clients and does his best to meet his clients expectations.

Beneva Oaks Steve and his staff are excellent financial advisors and planners. My wife and I are small business owners and Steve has gone out of his way to provide a detailed, comprehensive plan that is simple to execute. I wholeheartedly recommend his firm.