Kanner Michael - Vero Beach (FL)

Michele Dunlap Very knowledgeable. Directed me to coverage that is affordable and covers my expenses.

James Redd Dan and Lori have been a blessing. They helped my grandparents get $100,000+ in additional social security benefits and then worked their assets around to allow them to both retire within the month. And there is no hidden fee. Thank you, Dan & Lori!!!!

Barry Higginbotham InVestra has been handling my familys finances for quite some time. I couldnt be happier with the results and communication. I highly recommended their services!

Will E First time dealing with a financial advisor, so needless to say a lot of hesitation heading in. Randy quickly put me at ease with his quick witted humor and his shinny bald head lol, all jokes aside this is one of the smartest financial minds Ive come across. Randy clearly lays out the vision for you and explains his process step by step, I left 100% confident I just made the best financial decision. Thanks again Randy look forward to our continued business together!

Melissa Brown I just think that doing an application shouldnt take 6 hours which Maggie personally told me that I will be there all day with her. I also think my personal information should have been shredded and not carried outside in front of my face. That made me feel very uncomfortable. I didnt mind being on the waiting list overall I was just like to have an apartment the reviews are good and I would like a chance to be a tenant.

Stella Wilson McKenzie was amazing and so helpful! Thank you for everything!

Szymon Wojtasik I’ve always been overwhelmed by credit card options—so many terms, hidden fees, and confusing reward systems. CardRates helped me cut through the noise. I found a card that fits my lifestyle and doesn’t punish me for not being a financial expert. The site made me feel like I was making an informed decision, not just guessing.