Stifel - Miami Beach (FL)

Jill Lyons I worked with Noelle to purchase my dream boat. She analyzed my finances two years before the purchase to get me ready for the purchase. I am a business owner so I needed prepare my income for the purchase and payoff some debts. I knew the purchase would be more complicated with me being self employed and I really appreciated her expertise. When it came time to make the purchase everything was in order and she made it happen within a few weeks. I expected this to be much harder but she made it stress free and I will be sailing forever grateful for the important part she played in making our dream come true.

Lazaro Hernandez Horrible service

Peter McCartney I have been with One Focus about a year now. I believe it was the best decision I have ever made. I have been working with Evan DeBoard who in my opinion is the most know knowledgeable person I have ever met in his area of expertise. Evan has been there for me through every step of the process. Evan has answered every single one of my questions (even when I probably have been a real pain) and also educated me about many aspects of my debt situation. Evan is a super professional whom One Focus surely is very proud of having in the organization. I look forward to continue working with Evan and will regret the day we part ways. I truly appreciate everything he has done for me.

Brad Gregory I have known Erik for several years as the Treasurer for our non profit and as a friend. I can say without any reservations he is trustworthy, smart, loyal and committed. He’s earned the trust of his fellow board members and from me, in that I referred my daughter and future son in law for financial advice. His knowledge of finances and investing is second to none Brad Gregory

Hector Ramos I have always had a great experience with Jay@Quantum Planning. He is thorough, efficient and professional. He makes sure to get everything required to get you the best refund and offers great financial and retirement advise. I highly recommend him.

Kate Freeman This location at 821 Beachland Boulevard does, in fact, have an M&T Bank ATM with access during business hours. Our Vero Beach location is a Wealth Management office and not a bank branch serving retail clients. All M&T Bank and Wilmington Trust clients are welcome to use the ATM, located inside the office.

Natashia Hicks Junior made my tax file process easy!! His experience and attention to details helps me find areas in my business for deductions. Also, the software they use makes my tax filings process seamless. Thank again and see you next year!

Juliana Lockridge Twice now my security has been breached and Ive been charged money... This time its a check, with an old address mind you tho I DIDNT GET ANY CHECKS.. yet so very thankful for Mrs. Milian helping me figure it out, stay calm. She was very attentive, communication A1, resolving it was almost effortless and I am glad this bank helps the "people" it serves