OneSource Wealth Management - Vero Beach (FL)

Business Email This bank is the worst so far. Tammy Brown was my manager.Had my first check processed 10 days. Online transfers are unavailable. Zelle doesnt work. Cash app transfer was not approved by this bank and customer service is unavailable on weekends. Plus, another payment to the credit card was not available.DO NOT RECOMMEND. And those "specialists" may need a different jobs.

Drew Bryant Gambin Financial has been a true life changer for my family and I. Claudio and his team are true perfectionist of their craft. So far we have worked with GF on personally structured investment strategies, life insurance polices, & invaluable networking connections, all that fit us best. Most importantly these guys truly care. Everything we entertain with Gambin Financial is presented with uber clarity & confidence. Claudio and his team have become apart of our family, we truly appreciate their guidance and intend on utilizing their expertise to guide our families future wealth for years to come. If you looking for a dedicated advisor for structured financial planning and support youve found the answer.

Tony Sutherland Choosing Orlando Financial Center to handle everything for my mortgage was the best decision I made during the entire process. You need someone you can trust and someone that will handle everything, and I mean everything. Nancy and her team answered all of my first time home buyer questions, as well as diligently handled everything with my complex VA loan. Cannot say enough good things about Eddie, Nancy, and the whole team at Orlando Financial.

Caroline Johnson Professional and incredibly knowledgeable. He has helped our family so much.

Kylin Hancock Kelly Andre, thank you from the bottom of my heart for being so amazing and absolutely the sweetest most helpful person Ive ever had the pleasure to help with my banking.

Ines Mauri I called to inquire about their services and Carmita was extremely helpful. She took the time to patiently answer all of my questions. The service in person was equally a pleasure. Thank you Carmita for all of your help.

Patricia Powell Mr Lloyd is very very good at his job. He explained everything so I could understand.He answered all my guestions with easy to understand answers and to my full understanding.He is a very good account representative.