Indian River State College Dixon Hendry Campus - Okeechobee (FL)

Karen Marcarelli I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him. He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get. Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well. If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!

Carol This is the best bank for customer service. I started at Chase and they would not help open an account. We walked in and they were so helpful. I have my daughter account at this Regions and they have been great with customer service. Tim was so helpful and so was the manager. They helped a young girl I am working with get on her feet by opening account when she is from out of state. Most banks will not give you the time of day. This one went above and beyond. I have my revolving line of credit through them and they have been great.

Jeff Rogers Lolita and her staff are extremely knowledgeable for all of your tax needs. Always helpful.

Waris Wade Whatever you do do not use Joseph Caccippio. Totally unprofessional. A crook if I ever saw one. Once he’s stole your money and of no use to him you are trash to him. Buyer beware!

James Slaughter Davis Wealth Management is amazing! I would highly recommend them George and Steve!

K. T. Great location! Tanisha was professional, friendly and caring throughout the entire quick process. I really appreciate the great service! Free Money Orders- cant beat that!

Leo redfern Priscilla and her staff are the best. They are all very helpful and courteous. Priscilla is one of the most compassionate, caring, knowledgeable people that I have ever met. She has ALWAYS taken my calls, and explains the processes of what is being done in language that I can understand. I would be lost without her guidance. Would recommend PMN Financial 100 percent. Thanks Priscilla.