Ocean Financial Services - Miami (FL)

Vickey Champion I started going about a month ago ,and l love it there it gets me out of the house,and occupies my time, The staff there are wonderful , everybody is nice and friendly,I appreciate having a pl

Carl Victor Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money. Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either. Carl and Joan Victor

Natalie H Pridestaff helped me launch my career 9 years ago and I still get great opportunities presented to me that are relevant to my work! Ive also been able to have employers work with them to find talent and theyre a great, proactive team! Would highly recommend them!

Danny Torivio Dont like how they do things. They at very friendly, and quick people, but I get paid every Friday and if I dont deposit my check by 9 it will not be on my account on Monday because they dont open on the weekend. I do like this bank, just not how they schedule things when you really need that bank the most I hope they will do something so I can still get my check on Saturday because I dont get off work on Fridays until 9 to 10 pm and I get my check in the afternoon while Im working

Wade Gillespie Kaori gave us great information, explained everything very clearly. We feel very confident, going forward with her helping us with our financial future.

Lori Hughes This accountant is amazing. He is always up to date and very knowledgeable in the constantly changing laws and tax rules. He is thorough and prompt. With great confidence recommend him to everyone who asks for a referral.

Kimberly Miller Had a very embarrassing situation with my elderly father in law at the Bartow branch. Not going to get into details, but the level of dignity and patience the staff and cleaning staff handled the situation with was absolutely amazing. Both myself and father in law have been banking with Wells Fargo for many years and I dont ever want to bank with anyone else because of how helpful everyone was. I feel bad that I didnt get the tellers name in my panic, but your staff is amazing. Thank you for being amazing people.