Northern Trust - Vero Beach (FL)

stephanie morale My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..

Viktoria Beggs Mike Agnello Financial Group,INC.is the Best ! Mike is the ultimate professional , knows the industry , Plus he is honest , caring and dedicated to his clients . I have been a very satisfied customer for 14 years .

dahyana Perez Very thorough, very reliable and custom tailored service for each client. My Fiancée and I went came into the office for a loan and Mike the loan Rep was nothing but helpful and pleasent to work with. He reviewed all the contract with us and was knowledgeable when answering our questions. When in need of quick cash for an emergency I highly recommend them. Just make sure to pay back the principal as quickly as possible, similar to every other loaning institution. Overall great experience.