Lisa Esteves-Dixon - Raymond James - Inverness (FL)

Rick Kirkendall Attended ukulele concert for the seniors. This was performed by the students of the COA Uke class which is taught by Julie & Jim Bo Black. They give back much to our community.

Kim Carroll Since joining this bank 6 months ago, we have had nothing but great experiences! We are always treated with excellent customer service by the friendly staff who go above and beyond for their customers!

David Stephens I cant say enough about the incredible work that Andrew Streeter and Jodee do at Edward Jones in Vero Beach. Their commitment to each client is unmatched, going above and beyond to ensure every detail is meticulously handled, and every question is thoughtfully answered. They genuinely care about their clients’ financial success, and it shows in the quality of their work and the personalized attention they give. If youre looking for a financial advisor who truly has your best interests at heart, look no further than Andrew and Jodee. Their expertise, professionalism, and dedication set a standard that’s hard to beat. Highly recommended

debbie lee We had recently bought a home in Holmes county. When we closed we had a different insurance agency that we went with. 2 months after closing that agency sent us a letter stating would no longer insure us because we were too far from the fire department. We went to Farm Bureau and Steve worked with us to get us home owners insurance very quickly. Steve did a fantastic job. We will definitely keep our business there.

Anthony Rowe This branch is by far my favorite. If you have an issue they will do everything they can to solve it. Lilliana and Diego have exceptional customer service. If you dont have an account with Citi then you are wasting your time and need to get one. This bank actually cares about the people

Mark Thompson I was in the final stages of a business acquisition transaction that required key person life insurance coverage and accessed Michael and Susan Gray online at MEG Financial. They responded quickly and Michael and I were talking on the phone hours after my inquiry. We discussed my short timeline to secure this coverage and Michael explained the required next steps and that if we jumped into the application process quickly we could have this coverage in place to meet my timeline requirements. He found the most affordable coverage and carrier option for my coverage request and completed the initial application on the phone. Michaels wife Susan then jumped in through emails and phone calls to expedite the required physical exam and submission to the carrier underwriters and walked the application through to ultimate acceptance such that the policy could be issued in time for my transaction to close. I highly recommend Michael, Susan and their Team to anyone looking for key person life insurance coverage. They are located I believe in Florida and I am on the west coast in Washington state and their knowledge and responsiveness in this process made me feel like I was working with someone in the office building next door.

Alexandria Nicole Tim is very knowledgeable, very professional, and trustworthy.