Citrus Financial Center - Vero Beach (FL)

Omar Dominguez I had the worst experience at this place. They told me that because Im Latino, they couldnt help me and that I had to manage my investment accounts over the phone. This office was only for white people.

Calvin Knowlton Great personal service from Diane - very knowledgable !

John Daniel Halicek The guy i spoke with on friday Feb 7 th. Sounded very careing ,professional and friendly with a very courtious demeanor Thanks to him because he listened and cared about what i said!

CASEY H. Coming up on retirement can be a stressful planning event for a couple. Tyler has been steering us through it with masterful precision. He skillfully reassured my wife that all will be well while also helping me get all our affairs in order. Rest assured, Tyler can and will give you the same sound advice, whether you are a young couple just starting out or a seasoned pair wanting to begin enjoying retired life.

Barry Higginbotham InVestra has been handling my familys finances for quite some time. I couldnt be happier with the results and communication. I highly recommended their services!

Felix Rocky John provides an excellent customer service. His smile made my family’s day every time we go there. Thanks John for being nice with us and help us with loans when we need them. John is not the typical Amscot worker, he is well educated and treat people with respect and super friendly. God Bless him and his family

Elizabeth Jepson Nancy is a truly superb advisor. She is extremely knowledgeable, as well as being an excellent listener. Its clear that she takes our concerns and risk tolerance into account. She makes time to explain our investment plan and answers our questions thoroughly. We are very thankful that she was recommended to us as an advisor!

Kristina Cabral 2010 Nissan Pathfinder- leather- sunroof -low miles !!!! Super cute!! Had the best car buying experience at M&M- no high sale pressure- price clearly marked - affordable for my family but got a beautiful reliable SUV- Mitch treated me like family and took his time with my crazy requests!!! Low miles- pretty- reliable and with warranty!!! And low down payment and low monthly payments! We highly recommend!!! Tell Mitch Kristina sent you!!!

Jo Wagner I have worked with the HWP for many years!!! They are friendly and so helpful! Very customer centered and available. I love the family atmosphere of the firm. I just bought a condo and they were integral to helping me get the place I wanted. I would recommend them to help with your financial needs!