Baird Private Wealth Management - Merritt Island (FL)

Marc Sing Great location with great staff! Brian was so helpful and nice!

Karen Porter It is quite odd that the 1 star review met with Reagan and thought she was a he. I have had her help me with my portfolio for years and SHE is great!

Sophia Gipson Working with Hendrix was great. He was very phenomenal on keeping us updated and staying on top of everything and hes very respectful. I appreciate this opportunity. Our company was making way over the average revenue but we couldnt keep up with the income because we were constantly spending on fuel for our company. Im just so thankful to have this business capital because it will allow us to stay ahead and continue to grow our business without any worries. The interest payback may be high, but its worth the opportunity to grow your business especially if the business you have will give you great revenue. Thanks again OPF for giving us an opportunity.

Alice Kerr David and the Treece Team are simply the best. Having just embarked on our retirement, we felt a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand. We highly recommend this team to anyone needing a solid, experienced, and approachable financial planner.

KIMBERLEY STAR As for Wall Titus Financial, Bob Titus is highly skilled and knowledgeable in all aspects regarding your financial development. We have had a long-term relationship with him. Theres no one person who can meet all your needs. Hes very personalized and, above all, trustworthy. Wal Titus Financial will personally take care of all your financial inquiries. And will set you on the right path to your financial wealth.

Wendy Compte Excellent, very professional service. Very friendly staff. I highly recommend them.

Carla Soileau Farm Bureau was recommended from a friend. Devin didn’t disappoint. The insurance we needed was not in the realm of normal. He was able to find what we needed at affordable pricing. Angel was great in making things work smoothly getting all documents taking care of. Thanks for great customer service!!!