Keywords: Financial eppes wealth management llc fl

Eppes Wealth Management LLC - Satellite Beach (FL)

Address: 🏡 1110 Jimmy Buffett Mem Hwy Suite 207, Satellite Beach, FL 32937, USA
Website: https://www.eppeswealthmanagement.com
Phone : +1 (321) 209-1391
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ7_LuE9gNKGoRiuZzHuLdcZE
#Florida

Space Coast Credit Union | Miracle Mile Plaza | Vero Beach, FL - Vero Beach

Reese Horstman I dont think I could say enough good things about this credit union. This is my second auto loan with them and my first time ever refinancing. I was in and out in 30 minutes (my girlfriend wasnt even done in Ulta yet..) The staff is super friendly and knowledgeable. I will definitely be back when its time for my first mortgage. Of course there are only a few locations and they dont offer the hours or mobile features/perks that bigger banks do, but the rates are some of the lowest Ive seen and thats why SCCU will always be my go to lender!
5 /5

Edward Jones - Financial Advisor: Cris Allen, CWS® - Lakeland

Danielle Averitt Cris is a real down to earth person and makes you feel comfortable in his financial decisions.
5 /5

Axis Financial Solutions - Hallandale Beach

Jim Mulford Mark from Axis was and still is very helpful and reassuring during what was a difficult process for me, personally. Customer service is great with very fast response to my questions and phone calls. Always gets back to me when he says he will, if not faster than he said he will. Very happy with service I’m receiving. Highly recommend. AAA+++ if I had to give them a grade.
5 /5

Edward Jones - Financial Advisor: Mitch Wright - Fruit Cove

Tori Musgrove Mitch is a friendly and helpful agent. He is great to work with.
5 /5

Avondale Wealth Advisors Jacksonville - Jacksonville

Jeremy Chase Kristy and Laura are very knowledgeable and easy to deal with on your financial management matters.
5 /5

Bank of America (with Drive-thru ATM) - Fernandina Beach

Shauna Allen The staff were friendly and genuinely caring, which was especially appreciated during a sensitive time when I was handling my late fathers accounts. They were kind and attentive, making a difficult process more manageable. However, one area for improvement would be attention to detail. Although the death certificate was scanned in during my visit, it was later rejected by Bank of Americas estate department due to improper scanning that cut off important information. This oversight unfortunately added weeks of delay to an already challenging process.
4 /5