Northwestern Mutual Financial - Vero Beach (FL)

Dave Kane Karen and Chris were/are extremely professional AND customer-centric!!! Thank you both! DK

Ann Dixone I would recommend Charley in a heartbeat! He communicated with me all the way through the refi process in a manner second to none. Quick and easy! Just the way I wanted it. Thank you Charley for all your leg work!

Michael Newman I started working with Alex back in 2019 and I’m really glad i did! Alex not only helps me manage my retirement account but has helped me learn about my finances in general. I would highly recommend working with either Alex or Art. I have only had positive experiences personally, and many times they’ve helped me make important financial decisions that have come up in life. Lastly, i wanted to say that both Alex and Art are very trustworthy people, very personable, responsible, and knowledgeable when it comes to investment solutions. This is something that you can’t really put a price tag on - especially knowing and being able to trust that your retirement savings’ are in good hands.

Bob Mastrosimone Excellent Advice.ade me a lot of money

Liv J Alicia was helpful, professional and very knowledgeable. She was able to answer all of my questions and made the tax preparation process completely stress-free. I am very satisfied with Alicias service at Safety of Wealth in Ocala. I will definitely be a returning customer. Thank you!

Shavada Jones I visited my local PNC Branch today to complete a verification process for my new account that I opened online. The branch banker, Ashley Gray, was amazing. She went above and beyond to assist me, ensuring I was verified and updating my information. Ashley also helped me confirm and change my user ID and password for online banking. Throughout the process, she thoroughly explained everything she was doing and why, which I greatly appreciated. Ashley also took the time to explain the banking products and the great features they offer. I was able to get a new debit card and set up my Zelle account, all thanks to her assistance. When I had difficulty coming up with a new user ID and password, she offered some excellent recommendations. Overall, Ashley was extremely professional, patient, knowledgeable, and helpful. I had a great experience, thanks to her exceptional service.