French Capital Management, LLC - Jacksonville (FL)

Cynthia Howell My financial future just got brighter, thanks to Philip and Salom‼️

Marla Maccri My husband sure could use a new bank card. His is worn out and will not work. Tried on line and it said I had to call. Called and spoke to representative and he finally said you will have to go to the bank. Went to the bank and they said no you have to go on line. So cant get a card. Sad!

Alice Kerr David and the Treece Team are simply the best. Having just embarked on our retirement, we felt a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand. We highly recommend this team to anyone needing a solid, experienced, and approachable financial planner.

Audrey Switalski My mom has been working with Tory for some time now. I’ve seen firsthand how much peace of mind he’s brought to her financial life. He’s been incredibly patient, clear and attentive-taking time to make sure she fully understands her options and feels confident in her decisions. I truly appreciate the support he’s provided and would highly recommend to anyone looking for a compassionate & knowledge advisor, especially for aging parents who need trusted guidance.

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.

Emily Church Kim and Greg Taylor are seriously phenomenal and make a great team! Kim has been my main contact during my first home purchase. Not only is she super responsive and knowledgeable, but she also truly cares for all of her clients. If you don’t understand something, she will ensure you understand before the end of the conversation. She never makes you feel bad for those “silly” questions either. I’ve thoroughly enjoyed my time speaking with her. Blue Sand is the way to go!