Price Wealth Management - Stuart (FL)

Jody Marsh The employees are real nice here.. make u feel like wanted to come to this branch. Always a smile and a welcome

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Christy Downs Every time I have walked in they are always polite and get the things I need taken care I would definitely recommend Amscot in Sebring to my friends and family

susan farris I have had nothing but a positive experience with this bank. The associates and tellers are friendly, knowledgeable, and always willing to help. I trust this bank to always take good care of me. Susan Farris

Dave Bachus I’ve personally known Perry and Lisa for a number of years, and the service they provide is second to none. They respond quickly to your need for information. They’re extremely knowledgeable and put the client first.