Baird Private Wealth Management - Merritt Island (FL)

Dori Haggerty Elevate Financial Planning & Wealth Management offers knowledgeable, personalized financial guidance with a clear focus on client long-term goals. Chris is responsive, trustworthy, and committed to ensuring we feel confident about our financial future. I highly recommend them for anyone seeking thoughtful and professional financial planning!

Sarah Nightingale Mario saved me money on my car insurance! Easy to work with and communication was excellent!

Scott A Thank you, Frank! AR capital was able to get us the financing that we needed to buy the equipment to open our health and wellness center. Thanks so much for making the process so easy and the turnaround time fast.

Jeremy Ivailo was great to work with! He was very informative and communicated every step of the way! He made my home buying process simple!

Linda Mendez Jennifer, Leah and Sherry, where do I begin, thank you all for your patience and guidance during this very long stressful process. Jen told me in June if I followed her recommendations she will get us in a home by December. Well today we closed on our home! The entire team has been amazing, exceeding my expectations. I HIGHLY RECOMMEND!

Fatih Yildirim They constantly call and want to give loans, dont believe them and dont do business with them. Im tired of talking to Indians like that.

Info Nolt Been doing our Business Banking with them for 10 years now. Tracy is a great leader there, Shontel is friendly and always helpful, and Mrs. Linda always greets me with a warm smile when I stop by to deposit checks. Local people, serving their local community at the bank. Appreciate the kindness every visit. Highly recommend them! - Dr. A