Citrus Financial Center - Vero Beach (FL)

Whatsa Name Greg is patient, articulate and can assist with almost every situation you can throw at him. I have been with him over 2 years and I have never lost money. We even had to maneuver funds around to handle some personal events that still kept creating wealth even after a large withdrawal. I would highly recommend reaching out to Greg to see how he can help!

Danny Spam company that cold calls you for no reason at all. I have never asked or signed up to anything to receive spam calls from this company. They scap the internet for phone numbers to spam.

Paul Schaefer I would like to express my gratitude for outstanding costumer service recently received over the phone and in person. I had hundreds of papers to copy, be organized and transferred to a usb drive. My interaction with Shawna was amazing and my request was completed with absolute accuracy. What an awesome business to have in our community!

Derek Stabell David and Noah are a terrific team of financial advisors and I cannot be more positive with regards to my experience with them. David has advised our family for over 10 years now. He is responsive, very talented and knows the business of investing like no one I have worked with in the past. The customer service at this Unify office is professional, prompt, friendly and down to earth.

America Perez 1st time going and we were in and out, didnt even have to take a seat before our number was called. The lady who helped us was really nice and explained everything. We got there a little after 9:30 and left before 10:00. My new favorite spot lol.

Vincent Bruno First off arriving at Amscot at the St.John’s Parkway location we were greeted by Shacora, staff member who promptly greeted us & took charge. Being 1st time customers to this company we only read about it on their website, so to have an actual person have ALL THE ANSWERS & help to newbies was in itself AMAZING!!! She was SO HELPFUL! And not only PREFESSIONALLY BUT PERSONALLY as well. I have NOTHING BUT extreme gratitude & appreciation for a company who hires AMAZING PEOPLE TO STAFF THEIR COMPANY & the employees ACTUALLY CARE ABOUT THEIR JOB & helping the people who come in . I would not hesitate for a minute to use them again or recommend them to ANYONE to use Thank you again AMSCOT

Bob Gianino Very professional listened to my goals and what they could do for me to reach them would most recommend them to anyone great people ☺