Intercoastal Financial Group - Vero Beach (FL)

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.

Juana Portela I really dont know why the bad reviews. This branch is practically new because it was BB&T at another location. Ive been there with tellers and with officers/officials (I dont know how you call those whom are in their office) as well and the customer service has been excellent. I understand sometimes there are issues, but it is technologys fault. For example: When Zelle decides to stop working, and when the third party once was taking the money thats been deposited through the ATM outside. Yeah, that was really messed up but is not the banks fault so Im not going to give them a bad review because of Zelle and their third party.

Tanner Dean I had a chance to interact with Mason Salit a few months ago, and he was a true professional. His passion for the Dynasty Team was abundantly clear. Thank you Mason and Dynasty.

sheila moran At the Winter Park office, the Financial Advisers actually LISTEN to me - my concerns and goals are addressed quickly and in ways that I can understand.

Susan Bonsignore Bob Olliff and Julie Kandel-Pogue are awesome working with us!

Kiara Digiovanni Vidal was amazing taking care of us soon as we walked in, he was very attentive to all of our needs we had a horrible experience previously in a very known bank and we walked out so quickly!!! Not here at TD they listen to what kind of account you need as a personal and business level. I really appreciate knowing my money is safe with this bank. I do want to add that having the right person to help with this process opening new accounts is stressful Vidal did everything so smoothly and it wasn’t so stiff it was all done professionally and gracefully done