Thomas Nelson - Vero Beach (FL)

Samantha Nangia This office truly cares about it’s Clients and the staff is always available to assist - I have seen amazing growth in my portfolio

Cherie Matheson Sara Fordyce is the best! Patient, kind and knowledgeable.

Steven Rogers Cami has been our financial advisor for years and we are so happy to have her. We trust her with all of her financial recommendations.

Eustis Sign Co Great adviser and very helpful in making financial decisions. Very professional and honest.

Anita Williams I have been a member with Penfed for over 30 years and have never been to a branch before. After this experience, I am grateful that I do not have to repeatedly do this! I came in person to make a cash deposit. WOW! One teller ...and shes slow like molasses going up a hill. There were seven of us in line with her and although there was another person servicing the drive thru, that lady didnt even see fit to ask to service the next person in line. Where is the customer service? Didnt give one star because she was polite when I was finally served. This is not rocket science! Since you are not equipped with personnel to service more than 2-3 persons, a system needs to be in place to avoid persons, especially retired older people to stand for over 30 minutes in a line. You have all of these chairs. Simply, have a numbered ticket system so we can sit & wait. I see why your reviews are so terrible.

Gail Schmidt Kathie was competent, professional, and very helpful. She answered all of our questions and took care of the task we presented her. Were so glad to have the Eustis branch nearby.

L B My first time visiting this office and the staff were accommodating, courteous and respectful. The work provided was done in an efficient, knowledgeable and professional manner. Mr. Buenano was on top of the situation from the beginning to the end, bringing me a peace of mind. I was very satisfied with the service in preparing of my taxes. I will certainly recommend my family and friends, and know that I will return next year.