Insight Financial Solutions, LLC - Palm Bay (FL)

David Ray In this sometimes volatile market people tend to get nervous. Its nice to have professionals like Josh and Tricia to help calm the waters. Josh keeps me informed and lets me know his doors open anytime if I have questions or concerns. Very calming in times of uncertainty, Edward Jones is just a phone call away.

Anjie Coates Exceptionally helpful, and very quick to respond to clients needs. If you want an agent that knows you, and actually cares about helping you, this is the place for you. I cant say enough about how happy I am with them and their service. I highly recommend them. Youre not just a number, youre treated like a person and they want to help.

Sapo Gonzales Very nice ,helpful ,always happy workers

Joshua Dansereau Not sure why there is 2 other 1 star ratings. Doesnt seem fair that they get blasted for not being able to withdraw after a category 5 hurricane that devastated this area. They actually tried really hard to help after the hurricane and put up mobile banking centers right away, there is still one up in Mexico Beach! That reviewer is being ridiculous. Anyhow, never had any problem with this bank in almost 10 years, always courteous and helpful. Weve had business accounts as well and never a problem. Even better, you get that small town service where they know you by name. 5 stars!

Kathy Lemasters A shout out to Kayla McSwain for her incredible work on our home and auto insurance. Kayla has gone the extra MILES for us in getting the best coverage for the money for our beach home and auto. She explores multiple options and is very good at explaining the details to people like myself who do not deal with insurance on a daily basis. (My husband who is an attorney and understands this well gives Kayla an A+!) Kayla is easy to talk to and a great listener which makes these complicated decisions easier. She returns calls and emails promptly. We truly appreciate her dedication to her clients, us and were sure many more, for getting us covered! Insurance is not easy to get or keep these days, especially in Florida, and we feel fortunate to have Kayla to help us!

Erin Shields You can only attend zoom meetings to get a hold of these people and if youre a few minutes late they will drop you off the waiting list right away and youll have to reschedule your appointment. Terrible service.

Francesca Clerfont My husband and I just opened an account with ITHINK Financial, and we had an amazing experience! It truly felt God-ordained and perfectly on time. I’m so grateful we came here. Samora Palmer worked with us, and he made us feel so welcomed and joyful. We’re amazed at how God spoke through him. 10/10 experience—thank you so much for a moment we’ll always remember. Praise God!

Lashema Childs I’ve been trusting Tahkia with my taxes for 3/4years, and I wouldn’t go anywhere else. They are incredibly professional, detail-oriented, and always make sure I’m getting the best possible outcome. It’s rare to find someone so knowledgeable and reliable Tahkia is truly the best in the business!