Okeechobee Senior Services - Okeechobee (FL)

Patrice Merritt Adam has been my financial advisor for six years. He has never steered me wrong and always teaches me something new when I visit his office. This is what financial management look like.

Karyn Morgan My experience with Chuck Chucri as my financial planner has been amazing! His knowledge and expertise is top notch! I highly recommend him to manage your investments! Chuck treats his clients with the utmost respect, and is always available for your every question and concern. His guidance has grown my investments exponentially. He treats you as family, and in todays world, that speaks volumes! Thank you and your beautiful family for all you do! I look forward to many years of collaboration!

Henry Gregory Everyone that I have worked with at this branch has been very respectful and pleasant to work with. Jordan was very friendly and professional I really appreciate all of her help. Great customer service.

E. B. Its a pretty high commission they want to change coins. I guess if you dont have a bank is a decent choice.

Tee Fonts A+ service. Johana was wonderful! I did not have a wait. Parking was free & hard to find your first time, go to the apartment entrance and follow the signs or call an agent.

A.J. Vaughan I reached out to this group in need of some advice and even though we werent the right match, one of the managing partners took the time to talk with me and give me advice and recommendations for other firms that would be a fit. If they treat non-customers like they did me, I am willing to bet they treat customers exceptionally.

Zahavah Williams Nathaniel, Domingo (Diego), and Katie were amazing with their service today when I bought my first laptop! I would definitely (10/10) recommend coming here and asking for any of them, if you need any help with anything. Mrs. Katie even gave me a laptop case to go with my computer today! Thank yall so much for the fantastic service!!

C S Very positive