Merrill Lynch Financial Advisor Judi Aber - Punta Gorda (FL)

Shelly Luna Sarah Fargo was amazing at helping us navigate through our recent home purchase. She was very communicative and extremely knowledgeable about the loan process. Sarah helped make this the easiest home purchase we’ve made. We appreciate all of her efforts and partnering with PrimeSouth!

Lindsey Zavala Pat at Prudent Financial has been great to work with! He brings a nonjudgmental, calm attitude when reviewing finances and budgets with you. His expertise on student loans is top notch and up-to-date with all the ongoing changes happening recently with COVID. I am sooo happy with my service so far! Theyre legitimately excited when they discover ways to save you money and truly live to help people gain financial confidence. I feel a lot better knowing that Pat and the team at Prudent are helping me make the correct financial decisions! Ive already recommended someone to him and would make the same recommendation to anyone unsure.

Kate Freeman This location at 821 Beachland Boulevard does, in fact, have an M&T Bank ATM with access during business hours. Our Vero Beach location is a Wealth Management office and not a bank branch serving retail clients. All M&T Bank and Wilmington Trust clients are welcome to use the ATM, located inside the office.