Keywords: Financial onesource wealth management fl

OneSource Wealth Management - Vero Beach (FL)

Address: 🏡 601 21st St Bank of America Building-Miracle Mile Third Floor, Vero Beach, FL 32960, USA
Website: https://onesourcewealthmanagement.com
Phone : +1 (772) 569-4959
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJKz2unCZf3ogRGtg5JfeX0Jo
#Florida

Meridian Wealth Advisors - Winter Park

Michael Hawkes Awesome customer service. Mark Midkiff has been more than an advisor but a true friend. I highly recommend their services. I never feel rushed, they always spend the time I need to feel comfortable. Well done Mark and team
5 /5

Hancock Whitney Bank - Marianna

Scott Watkins The best bank we ever had. The staffs are nice, friendly and very helpful. We loved this bank.
5 /5

H&R Block - Okeechobee

Kimberly Welborn Lorri Lammie was awesome. Everything was done in no time and with out a headache. I go every year and gladly pay the fee so I have one less thing to stress over. As always very happy with my refund amount.
5 /5

XPO - Monticello

Jennifer Helms I received a phone call from this company to schedule delivery but before they scheduled my delivery the girl on the phone asked me how we were going to unload the parcel from the delivery truck. I asked her why she was asking me that. They had been hired to deliver the product so it should be their responsibility to get it off the truck. After she put me on hold and had a conversation with someone there she came back on the phone and said they could deliver it and that we would not need anything to get it off the truck. We then scheduled the delivery time and again she mentioned something about having a way to get it off the truck. I again told her they were hired to get it off the truck so the expectation was that they would do just that. The delivery was set for 3pm on Tuesday. I was told someone had to be there so we took off work to be there. No one showed up. I called at 3:30 and they said it was next on the delivery and would be there in 20 minutes. At 6pm they still were not there. At that point they said 45 minutes. I then get a call at 7:11 from the company saying if you still want it delivered we can come deliver it now and be there in ten minutes or we can reschedule. I said we have taken off to get it today. We want it delivered. So at 7:30 the product that was supposed to be delivered at 3 was delivered. I would never hire this company to deliver anything.
2 /5

Fero Financial - Pt Charlotte

John Leclair Working with Rebekah at Fero Financial has given me so much peace of mind. She takes the time to truly understand my goals, explaining everything in clear, simple terms to create a customized plan that makes me feel confident about my investments, retirement, and overall financial well-being. If youre looking for someone you can trust to guide you through the complex world of financial planning, I highly recommend Fero Financial. I feel so much more secure and optimistic about my future thanks to their expertise and guidance.
5 /5

Mariner Finance - Stuart

Jessie Lindsey To all reading this note of the service I received with Mariner Finance .... Excellent - Excellent service in applying for a loan. It only took minutes to finalize the paper work. You are in good hands with any representative with "Mariner" They are outstanding!!!
5 /5

Edward Jones - Financial Advisor: Jesse M Plunkett, CEPA®|CRPC™ - Sanford

Whitney Saylor Jesse has been our familys financial advisor for more than 5 years and we feel very confident in his guidance, expertise, and ability in managing our overall portfolio. He takes time to meet with us on a regular basis and wants us to feel comfortable and informed with the decisions we make.
5 /5