Merrill Lynch Financial Advisor Kyle Morgan - Vero Beach (FL)

Samantha Nangia This office truly cares about it’s Clients and the staff is always available to assist - I have seen amazing growth in my portfolio

Marcelo Pessoa Failsafe Accounting is an outstanding office that truly goes above and beyond for their clients. The team is incredibly attentive, professional, and always willing to listen and understand your specific needs. They not only provide excellent accounting services but also offer valuable financial consultancy, ensuring that every aspect of your business is well taken care of. Their dedication and personalized approach make you feel supported and confident in your financial decisions. An additional advantage is that they also speak Spanish, which makes their services accessible to a wider range of clients. I highly recommend Failsafe Accounting to anyone looking for a reliable, knowledgeable, and client-focused accounting office.

Lisa Lynch Jeff is an excellent insurance source

Jennifer Conner Thrivent is a great company to work with. They have great staff and are amazing to work with!

Gabrielle Muir The most highly efficient government agency that I have worked with to get documents from. Additionally besides being so professional they were also beyond helpful employees, we were very fortunate enough to get Jessica A, who was exceptional in assisting us thru the process so seamlessly. Ironically we made some mistakes on the form which she picked up. Five star service, also the welcome reception and security, who ever is training and hiring this department did phenomenal. Thanks Gabrielle Castellano

Rose McCarter Julie has been doing our taxes for 10 yrs. She is thorough and detailed. I cant imagine anyone else taking care of us the way she has. They are really busy so I always get my documents to her as soon as I have them. Thank you for the great service Dale and Rose