Fidelity Investments - Vero Beach (FL)

Bob Reid It was a blessing working with Jerod and Nikki. They did a great job of refinancing our church loan. May God continue to use CFR in His service.

Audrey Elmore Jarrod helped me with restructuring my settlement. he was patient and understanding throughout the whole process, he took the time to write up different plans for me so that i could figure out what one would be best for me, he stayed in contact throughout the whole process which took about a month. i’m very happy with the outcome, thank you Jarrod and Black Square Financial!

Kate Freeman This location at 821 Beachland Boulevard does, in fact, have an M&T Bank ATM with access during business hours. Our Vero Beach location is a Wealth Management office and not a bank branch serving retail clients. All M&T Bank and Wilmington Trust clients are welcome to use the ATM, located inside the office.

Jan Aker The results speak for themselves, backed by the unequivocal dedication of her entire team. We as a family always feel she’s there , she listens , and goes the extra mile !

Ian C Always a wonderful experience getting my taxes done with karen at a better ledger, quick efficient and never a doubt in my mind they are done perfectly. I love the yearly comparisons on my breakdown I get every year. I can’t say enough amazing things about this company and Karen!!!