Vero Beach Global Advisors - Vero Beach (FL)

mayi Yepes David Kassir’s approach to financial planning is based on a deep understanding of the market and unwavering commitment to his clients. He is patient, attentive, and always available to answer any of my questions and concerns. David always takes the time to explain complex financial concepts in a way that is easy to understand, and ensuring that I am always fully informed and confident about all of my financial decisions .

Mishelle Kochel We have been blessed to have Karen as our tax preparer back in the day when she was helping her dad, Ken. We have moved to 7 other states since that time and she has been providing expert customer service and professional tax preparation each amd every year, regardless of where we have lived. I wouldnt go to or trust anyone else!!!

Stephen Perham I had an excellent experience with Mariner Finance. I was greeted warmly by Lisa, who immediately started working with me on my loan. She was not only friendly, knowledgeable, and professional, she was personable, sharing her own experiences and insights. I knew that I was in good hands. I was very happy to see that my loan was in my checking account even before I left her office! No doubt, this was the best loan experience Ive ever had!

Rhonda Babcock and Palm Bay Road location: The people that work here are very nice. My ONLY complaint for this location is the ATM service. Many of us rely on the convenience of the ATM as we cant get to the bank during their regular operating hours, thats why ATM function is so vitally important for alot of us. I rely ALOT on the "deposit" function. Cant use it 80% of the time though if you get off later from your job. I had a conversation with one of the associates over the phone because it was very frustrating for me after numerous TRIPS trying to make a deposit later in the day. She stated that its because of businesses that do many night deposit "drops" which in turn, shuts down the "cash deposit function". It only allows "check" deposits at this point. One positive about their ATM function is (when its accessible), you can take out quite a bit of money in one transaction and the Lobby opens up for several hours on Saturday.

Jared Webb Had a great experience at ML branch in Ft Myers. They explained the potential of my portfolio better than other investment firms could. Would highly recommend their services.

Barbara Young Melissa is awesome and amazing, She assisted me very professionally, She went above and beyond to help me in my time of need, Melissa you are simply amazing