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

James Mincello Great team of financial professionals, Gary and Scott are very concerned about our finances and the best way for us to invest.

Samantha Szentmartoni Knowledgeable, kind, and welcoming. Karen took our pile of unopened “tax” mail and made sense of it all. We will certainly be using her for all of our tax needs in the future.

Richard Wright Andrew Stash is very knowledgeable, and friendly. I wouldnt trust anyone else with my money like I do with Andrew.

Q plus 2020 Jason Beutke was priceless. This was my first land purchase and closing and I had so many questions. He always answered my questions. So glad you were at closing to explain and clarify some of the paperwork. Thank you so much!!

susan doolittle Danielle has been our financial advisor for over 10 years. Finding someone who really cared about our life as we were approaching retirement was very important. We also wanted someone we could trust and had our beat interest in mind. We found that in Danielle. We have recommended her to our family and friends we now live in Alabama and still stay with her and can call and zoom call with her anytime. She is always there for us. Thanks Danielle.

Osvaldo Valdes I always visit an Amscot location and found the overall experience to be straightforward and convenient. The store offers a variety of financial services under one roof, such as check cashing, money orders, bill payments, and short-term loans. The biggest advantage is that the store is open late and even on weekends, which makes it accessible for people with busy schedules. The staff were professional, explained the services clearly, and processed my transaction quickly. Fees are clearly posted, but like most financial service providers, they can be on the higher side depending on the service you use. The environment inside was clean, organized, and felt secure, which added to the sense of professionalism. Overall, Amscot is a reliable option if you need fast financial services outside of traditional banking hours.

Matthew Indy I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.

Samantha Nangia This office truly cares about it’s Clients and the staff is always available to assist - I have seen amazing growth in my portfolio

Brice Cook Great location great staff.