Life Resource Planners of the Treasure Coast - Vero Beach (FL)

Realjackass Normally Im Beyond Greatful for the Assistance They Help with For disabled persons. Or bills But little over TWO years ago I literally begged for a wheel chair ramp for my disabled mother. See Im disabled as well. We can only do So much she has been Trapped hostage so to speak in our home. But as I pretty much been told Good Luck

Walter Pach Great customer service. They really go above and beyond!

Trelisha Knox They are the best to deal with!

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

Andrew Solomon Chris is by far one of my favorite people to work with in the industry. He really is one of a kind when it comes to doing right by the merchant and his partners. He is always available, and is very resourceful in finding the perfect match for his clients. He will not stop until both parties are happy and get the services they are looking for! Over the years Chris has become more than a business partner, I consider him a close friend and mentor with all his experience and resources he has accumulated over the years. Thank you for being you Chris, I wish i had more partners like Mr. Yates!!!

Lucy Lowe The ladies at First Bank in Moore Haven are the absolute best. They go above and beyond for their customers. Cristina has been a life saver for me and my family on more than one occasion. Mrs. Debbie as well. Highly recommend.

Kira Mckinney Got cussed out for paying my bill?

Kimberlin Pelt I use the Emerald Coast in Wewahitchka and im very happy with it!