Connors Wealth Management - Vero Beach (FL)

tyrwan payne My experience at this bank was good I got to get this capital city bank again I love these banks this would be my go to bank

Jenn Mieles Keila Morales, the Senior Relations Banker at Truist Bank, provided absolutely fantastic service today. I went in needing to close one account and open a new one, which can sometimes be a hassle. Keila handled everything with incredible efficiency and a great attitude. She also helped me with online access and several other tasks I needed to get done. Her expertise and willingness to go the extra mile made a potentially stressful day a breeze. I highly recommend working with Keila for any of your banking needs—she truly is a top-notch professional.

sandra russell As a retired school principal, sound financial planning and investing are of utmost importance. I have worked with Jamie Freeman for 15 years and found him to be honest and wise with my financial matters. I have recommended him to family members because of my trust in him.

Gerard Kelly I have been a client for the past decade, very respectful and responsive. I also appreciate that they turned me on to the wealth tracker app, very user friendly. I will be sticking with these guys for a while

Jen Aguilar Popped in yesterday because we needed something notarized. We bank online and havent used the lobby in years. Greeted quickly and very politely, but then had to wait over 30 min for 1 stamp because we watched the only notary in the building take a new client to set up a new acct. Everyone knew we were there for 1 stamp. Our interaction with her was very pleasant, but literally 2 min. Manager directing clients had a man who only spoke Portuguese come in- he was determined to get him to leave several times by giving him a card with a phone number to call. The man dug his heals in and used a translator app. All he needed was help logging into a new devise and eventually figured it out. Great staff for the most part! Could use some common sense in directive traffic with only 1 notary on staff. And be kind to those who just need an extra minute of your time.

Cole Harper I have had an incredible experience working with Brickell Capital. Margo is very fast, professional, and knowledgeable in getting back to us on our deals. Thank you for all of your help. I highly recommend!