Northwestern Mutual - Vero Beach (FL)

P R I am very excited by the good work and good treatment of the staff of this bank, including its good Manager and the lady who served me, they are examples for other banks.

This Mulch (NoneYa) I have been banking at the I Think Financial, Delaware FORT PIERCE branch for approximately 15 years. I’ve seen it go through many BANK names starting back at Oculina Bank, IBM/SECU, etc.. Everybody with this bank, and this Branch, I have known for years and they are wonderful people. I consider them family. I have used their services in many financial forms, including, but not limited to personal banking, savings, checking, money, markets, CDs, letters of credit, loans, financial investment advisory brokers, as well as business accounts. Wonderful experiences await you. They aim to take care of your needs. I am a firm believer in small banking institutions. This is my primary pick.

Jordan Eaves Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!

Tommy Bell Very friendly. Gets to know you and cares. Never hurried or rushed

Joanne I went to the office on Beville in south Daytona. The young lady who helped me was amazing! She was very good about explaining the process to me. She did all she could to help me with my situation. I had a cut in my income as my husband passed just 1 month before and was having problems paying my bill. She helped me with a new payment and an opportunity to catch up on my due payments. Would recommend this company to anyone who needs assistance with struggling financially.

Barbara Williams Warm up

Mary Dana Joe Timm and his staff have been invaluable to us since we decided to retire. Joe’s guidance to help us set up and maintain a retirement account has served us very well for the last 11 years. We had very little idea of how to invest our retirement savings but by working with and learning from Joe, we are living a life that I never thought possible. We are forever thankful to Joe Timm and Edward Jones of LaBelle. Edwin and Mary A. Dana