SpirePoint Private Client - Financial Advisors - Vero Beach (FL)

Moises Gonzalez We want to take a moment to express our appreciation for the exceptional service provided by Shubert and the entire team at 1847Financial. From the beginning of our partnership, Shubert has consistently demonstrated expertise, professionalism, and a genuine commitment to our financial well-being. He takes the time to break down complex financial concepts into clear, understandable terms and is always available to answer any questions. Additionally, he proactively explores various scenarios with us, ensuring we have the knowledge and confidence to make well-informed decisions. His dedication and support have been invaluable, and we look forward to continuing our collaboration.

Forbes Amanda “Mandy” I love this place! Once a month I get to go to Lake Butler and I always stop by here and get lunch before I head back to Ocala! They are so friendly and kind!

Linda Del Campo Global wealth always addresses any questions or concerns I may have. Explains everything so you understand. Will contact you with any better options that can increase or protect your portfolio. In addition my adviser is extremely knowledgeable and professional. The whole staff and advisers are warm and friendly. They have lunch and learn meeting monthly. My husband and I have learned a lot. We have been clients of Global wealth since 2018. I would truly recommend them.

Patricia Hendrickson Corey Cyr was very patient, helpful and future minded when originally establishing my investment. Today I met with Scott Long about changing some directions and making modifications as my future goals and visions have changed. He was also so helpful, thoughtful and professional. I am excited about my financial future, for me and my family!

Max Power Josh Jimmerson helped me refinance my house. He was there every step of the way, from submitting the proper forms to signing the final paperwork. During the middle of the refi we hit a snag on our loan rate and Josh fought to ensure that our rate was as low as possible. His response time for questions was quick, often on the first call. Thanks for everything Josh! We saved a few hundred dollars on our mortgage.

Tammy Ramos Ivette Was the representative that took care of me today. I am beyond pleased. Unfortunately, I have to admit that I am not very tech smart. This young lady took the time to explain to me, and even show me on my phone Step-by-step the procedure that needed to be done to solve my problem. She made me feel welcomed, and all my questions, or answered without making me feel silly. If you would, please tell her, thank you so very much for making an old person. Not feel so silly.

David Stephens I cant say enough about the incredible work that Andrew Streeter and Jodee do at Edward Jones in Vero Beach. Their commitment to each client is unmatched, going above and beyond to ensure every detail is meticulously handled, and every question is thoughtfully answered. They genuinely care about their clients’ financial success, and it shows in the quality of their work and the personalized attention they give. If youre looking for a financial advisor who truly has your best interests at heart, look no further than Andrew and Jodee. Their expertise, professionalism, and dedication set a standard that’s hard to beat. Highly recommended