Jeffrey Glassgold - TD Wealth Relationship Manager - Vero Beach (FL)

Jan Brandi Working with Deidre Fernald, CFP® has been a life-changing experience for both my fiancé and me. We came to her for help with budgeting, debt management, and marriage financial counseling, and what we found was so much more than just a certified financial planner — we found a guide, a supporter, and someone who genuinely cares. Deidre’s approach is so kind, gentle, and understanding, and somehow, even during deep financial discussions, we find ourselves laughing and feeling closer as a couple. We used to struggle with communicating about money — it was a real source of stress. But Deidre helped us break through that. Thanks to her, we now have a stronger financial foundation and a stronger relationship. If you’re looking for financial planning in Clearwater, someone who understands both the numbers and the emotional side of money, Deidre Fernald is the one. She’s helped us create a plan that works, brought peace to our home, and I truly can’t wait to see what another year under her guidance brings. Highly recommend her for budgeting for couples, marriage financial counseling, and anyone wanting to grow both their wealth and their connection.

Joanne I went to the office on Beville in south Daytona. The young lady who helped me was amazing! She was very good about explaining the process to me. She did all she could to help me with my situation. I had a cut in my income as my husband passed just 1 month before and was having problems paying my bill. She helped me with a new payment and an opportunity to catch up on my due payments. Would recommend this company to anyone who needs assistance with struggling financially.

Douglas McDaniel Very happy working with this corporation The owner has a big heart ! If you r looking to build credit or finance a car this is who you want to work with

Brianna Parrotta The Bailey Group went above and beyond in my recent experience with them. Scott Mcintosh went out of his way during a holiday weekend to help my family secure crucial insurance coverage for a family member in a time-sensitive, emergency situation. His willingness to assist during such a challenging time for my family made all the difference. Cheyenne Goode is also always so kind and was such a help in routing us to the correct contact. I highly recommend working with their team.

Jaki Lauren really takes handling insurance for her customers to a higher level! She is not only professional but goes the extra mile to make sure her clients are always taken care of AND happy! She doesnt just tell you what the score is with one option either, she takes the time to research and give you options and choices for what best meets your, her customers needs. Since doing business with Lauren I can tell you she is TOP NOTCH and I wouldnt take my insurance business anywhere else.

Michael Niederbrach Very professional and straightforward. Coming from a person that is not great at finances and does not know much about investing or saving, he made it extremely easy and was great at explaining everything. He is always available and responds quickly to any question I may have. Highly recommend!

Donika Caruso We’ve been using all in one financial for two years and she makes it so easy . Very professional, answered all my questions & uploading the documents was easy . Happy with my refund. I would 10/10 recommend especially if you have a busy life.