Cappelen Wealth Management of Raymond James - Vero Beach (FL)

Sheila Higdon Love the ladies here! Once they spent an hour trying to help me find a cheaper auto insurance quote, they are very friendly helpful people. Always welcome you with a smile and always go above and beyond for you

Maryn Buggenhagen The ladies at We Insure are wonderful! They do all they can to get you the coverage you need at a good price. They are also honest and open about how sometimes its just too much and advise against it. I would have my insurance policies no where else!

Lori King What can I say about Kevin and his wonderful staff at Edward Jones? Back in 2017 when my father passed away. I inherited. some money. A good friend had recommended me to Kevins company. I called and they got me in right away. Im not one to rushing into things, however after speaking to Kevin I knew this was someone I could trust and felt comfortable with. He was very patient with me and explained things very clearly for me to understand. It has been over six years since Ive been with this company and couldnt have made a better choice. If it wasnt for Kevin, Katie or Tina I dont know how I could have gotten through so many ups and downs in my life. Im truly blessed to be a part of such a wonderful company and to be treated like family. What a great amazing feeling. I would highly recommend you give this company a chance. My life is so much better knowing I can trust someone who has my best interest at heart. Thank you, Kevin, for everything you do. You really are the best. Love you guys.

marios constantinou Knowledgeable and professional. Ana Isabel Rodriquez and Perla Del Mar Vargas- Virella amazing stuff. Very courteous and understanding my needs and interests. Would definitely recommend to ask for their expertise and opinion.

GrimReaperTrader As a seller of a home, we are currently dealing with Cardinal Financial who represents our buyer. They have had three weeks to appraise my home, and have failed to provide us an appraisal amount, and the appraiser they privately hired, failed to do the same, and is refusing to disclose. I am now less than two weeks away from closing, and am unable to pack my belongings or find a new home. I will follow up with a BBB complaint about Cardinal and their unethical practices.

Kaitlynn Peterson I usually never give 5 stars to any establishment and it’s even crazier that this is a recovery establishment. My vehicle was sadly repossessed due to hard times. The guy that runs this establishment in Tallahassee was so helpful to us and was sincerely trying to help us get our vehicle back. He’d call me with updates and everything to let us know what was going on. Very nice guy and so helpful! If you go through what we did, be nice to these folks. They’ll really go the extra mile to help you out if you need it. The main office in Tampa is a little shady but the guy that runs the Tallahassee location is very nice.

Monique L Very knowledge & kind people, really helped me and gave me great advice. Highly recommend Irving Financial group!!! Oh and the receptionist was super accommodating!

Just Me Jay Fishe has been doing my taxes for over 20 years. He is the best in my opinion. The entire Team is very helpful and always professional. You feel welcomed and cared for here. I highly recommend them. Thank you Legacy Financial for your services.