Merrill Lynch Financial Advisor David Walker - Vero Beach (FL)

Jodi Sonne We highly recommend OxenFree Financial and Luke Bunch as an advisor. This company lives out their values at a corporate and personal level. They are incredibly informative, clear, and driven to do the right thing. Several members of the team spent extra time to help us; and Luke went the extra mile several times to answer our questions and work with our unusual circumstances. His fastidious nature serves us, and OxenFree so well! Estate planning, medical forms, investing, as well as life hacks - we cannot recommend this organization and Luke highly enough!!

Edd Varmo Great attention to clients, always take their time with their customers and make you feel comfortable though every process youre going through; either is taxes, financial services or even immigration. They speak English and Spanish which also helps. Absolutely no complaints. Keep on with the good work.

Marsha Tibbetts Customer service, great

dawn Eubanks Made an appointment through the website. Had a no show by the company. Contacted the corporate number to get help. The company sent an email to the Live Oak office and we have yet to be contacted in any form to get the taxes finished.

Josie Val Wonderful

George Mallory I’m incredibly grateful to Richard for helping make my home purchase possible. While the process of buying a home can be complex, my lending team stepped up when it mattered most and ensured everything came together smoothly. There were moments where timing was critical, and my loan officer really delivered—communicating clearly, coordinating with the right people, and making sure every detail was handled. Their efforts were a key part of what kept the deal on track, especially during the final stages. Thanks to their dedication and follow-through, I was able to close on the home I wanted. I truly appreciate their professionalism and support, and I would recommend them to anyone looking for a team that gets results when it counts.