Citrus Financial Center - Vero Beach (FL)

Courtland Hunt I refer my clients to J.B. because of his variety of financial products and ability to cater to those just getting started with investing as well as with advanced portfolios.

Bonnie o This is my favorite CU. Any issue that Ive had has been quickly resolved. Christian Martinez and Nancy New are respectful and eager to help. They always welcome me and make me feel very comfortable. I really appreciate their assistance and encourage others to join this CU. I have been a member since the 1980s and have kept my account with them even while living in Seattle and Philadelphia. Love them!

George Costantinou He is the guy to always get the job done

dinah grant using them for over 20 years

Nancy Lightbody Ive been with Blue Wave Wealth Management for a long while, and I can confidently say that choosing them for my financial planning was one of the best decisions I’ve ever made. Thanks to their expert guidance, I’m now enjoying a comfortable and stress-free retirement. Joe Salahshour has been my trusted advisor . His experience, attention to detail, and genuine care for his clients truly set him apart. He doesn’t just manage money—he builds lasting relationships. Joe has always treated me like family, and he’s done incredibly well by both me and my loved ones. I have full confidence in his advice and his approach to wealth management. If youre looking for someone who will always put your best interests first, I highly recommend Blue Wave Wealth Management and Joe Salahshour.

Debbie Deal Karissa was extremely resourceful in obtaining insurance for our company under unique circumstances. She is efficient and kept us updated throughout the process. Karissa promptly returned calls and was always pleasant to speak with. I highly recommend Davis & Davis for your insurance needs.

brandon martin Wallifa was inviting as well as very helpful in assisting me to open a new account and apply for a credit card. gave me great advice and answered every question with a positive attitude.

Travis Love the parking lot. Allows me to take pictures of my dog who also loves the parking lot! It’s very spacious and is never full!