Citrus Financial Center - Vero Beach (FL)

Wanda Heite Dalia is the best! My husband and I have banked at this branch for many years now and, always, without fail, she provides banking services with a professionalism that is not readily observable in other financial institutions. Personable, polite, and pleasant, and so very competent,she makes a trip to the bank a pleasure.

Dee Thistle This is a hometown BANK! I have been with this bank since the 90’s, the name may have changed throughout the years, people have retired and others still work there. I moved from my hometown but refuse to change banks, I’ll take the drive to to a bank where walking into people know your name, recognize you and service with a smile is priceless!

Frank Nathe I have worked with Til Sowdon for years. He has provided nothing less than exceptional service. Excellent advice, long term planning, appropriate investment products, follow-up, attention to detail, patient with explanations, and regular reviews. I have the utmost trust for Mr. Sowdon and Legacy Financial Advisors for placing my interests first and I highly recommend him.

Stephanie Hintzman Matthew Keister is a trustworthy, knowledgeable, and customer-focused advisor. Matthew explained complex matters for my family in an easy-to-understand way, which led to confidence in the guidance provided. Matthew is highly recommended to anyone seeking a reliable, genuine and ethical partner that provides a solid relationship with your families best interests at heart.

Valka Stormcutter They are always very nice and real people easy to communicate and I’ve always gotten what I needed done with my insurance and they were always very understandable. They’ll talk to you about other options, but it has never been that salesman approach, which I hate. Ricky was awesome!

Jose Luis Very good attention and advice

Jarod Kelly Experienced. Wide Portfolio for all financial goals.

Silvia Britez Daphne very professional. Smiling and nice treat and helpful