OneSource Wealth Management - Vero Beach (FL)

Jeff J. Overall good bank, the only thing I dislike about it is the ATM. No drive thru ATM means I have the option to either brave crossing main Street like Im fording the river at the end of Oregon trail, dodging Toyota Tacomas, or park close to it in the "No parking zone" so I have a quick getaway in case someone wants to hold me at knifepoint for the $14.76 that I have in the bank.

Larry Peoples, Sr. The team at the Clearwater branch were outstanding. Eugene was professional, courteous, helpful and made sure my Wife and I were comfortable. Amanda assisted us with a Power of Attorney issue and was awesome. Corey then helped us at the counter with a transaction. Great people. Great place. Thanks very much!

Claire Pillarelli Working with Scott has been great and I kinda wish I would have engaged with him sooner!! After years of self-managing my investments, I needed & wanted the confidence of a financial professional to help me navigate through post-hurricane money & property woes and also make sure none of that derailed my retirement goals. After just a couple months, I feel a huge sense of relief to have Scotts expertise and support in guiding my investment strategy now. Its been an even bigger bonus to have his guidance with the turbulent changes in the stock market over the last few months! I enjoy reading his newsletters each month and know I can reach out with any questions, concerns or guidance on paths to take when the marketplace is uncertain. If youve been debating on whether to work with a professional financial team...stop pondering now and just reach out to Retire Orlando today!! You will be super happy you did!

Key West Bar Card The best.

wayne dillon Everyone at the trenton office is very welcoming and pleasant to work with....

Jenn Turner James Blume is very knowledgeable and goes above and beyond for his clients. He is familiar with current law and ensures compliance with IRS rules & regulations. He works with many of my family members and friends and we are all pleased

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.