Morgan Stanley Financial Advisors - Vero Beach (FL)

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.

Sabrina Formia Really happy with the financing of my car! Excellent service, highly recommend.

barb grob Curry Blackwell has been my CPA for many years & has always done an excellent job! Hes quick to respond, honest, knowledgeable & brilliant. Hes actually, saved me thousands of dollars, by knowing the law & stopping me from making costly mistakes! And, he doesnt nickle & dime his clients! I whole-heartedly recommend choosing him for excellent, efficient accounting & financial planning services! Thanks, Curry. Youre The Best!

Ryan McAndrew Kiersten was absolutely phenomenal. She took the time to explain every detail in a way that was easy to understand and never rushed us through the process. She made sure we fully grasped each step before moving forward, which gave us complete confidence in the decisions we were making. Thanks to her, our family now has life insurance in place and a solid plan to save for retirement. We feel more secure about our future, and it’s all because of her expert guidance. We highly recommend working with Kiersten—she’s knowledgeable, patient, and truly has your best interests at heart.

Shelton Hall Larry has done a great job managing an account for me. Very happy with the returns. Ive been glad to refer Larry to friends and family.

Patricia Roberts It is always nice to see smiling faces and friendly faces They always take care of my banking needs

Peter McCartney I have been with One Focus about a year now. I believe it was the best decision I have ever made. I have been working with Evan DeBoard who in my opinion is the most know knowledgeable person I have ever met in his area of expertise. Evan has been there for me through every step of the process. Evan has answered every single one of my questions (even when I probably have been a real pain) and also educated me about many aspects of my debt situation. Evan is a super professional whom One Focus surely is very proud of having in the organization. I look forward to continue working with Evan and will regret the day we part ways. I truly appreciate everything he has done for me.

Toxic Ricky The staff is friendly and very helpful with me. I do most of my banking on a mobile app but sometimes I need to speak to a real person. I greatly appreciate that.