Vero Beach Global Advisors - Vero Beach (FL)

Julius Wright I just had the pleasure of speaking with a Ms.Janet in reference to an old family financial discovery. During the initial phone call she was right on it and when she said “give me the information you have and I’ll get right back to you.” Although even with as sincere as she sounded, I never would have imagined how thorough and above and beyond she was about to go. She did a remarkable job delivering answers to all my questions in addition to delivering new questions already bundled with their answers. Most importantly she did this for me out of the kindness of her heart. You Ms.Janet are a good soul and your colleagues are blessed to have you on their team. Your energy has genuinely made my day and I know it will do the same for my grandmother when she’s hears about you. Blessings to you and those you love, enjoy your evening. Thank you! Sincerely, Julius Wright

Cheryl Kennedy Title: Exceptional Financial Advisor Rating: ⭐⭐⭐⭐⭐ (5/5) I cannot express how fortunate I am to have Renae Aiple as my financial advisor. Renae is a true asset to anyone seeking financial guidance, and I wholeheartedly recommend her services. She never makes me feel like my questions are insignificant, and she certainly doesnt talk over my head with financial jargon. Instead, Renae takes the time to patiently explain concepts until I fully grasp them. She is proactive in keeping me updated on my investments and financial progress, ensuring that Im well-informed every step of the way.

Iliana Joulwan I run a small marketing agency, and when one of our major clients delayed payment, we found ourselves in a cash crunch. This Merchant Cash Advance helped us bridge the gap and avoid laying off staff. The process was very efficient from application to funding took about 48 hours. Their support team was communicative and made sure I understood the full repayment structure.

Kim Johnson Greg and the team at Retirement Income Source SW FL are great to work with. Greg helped me with my old IRA and gave me peace of mind over my investments. He is very thorough and professional, and relays concepts in ways I understand. I highly recommend him for your retirement planning.

jared aboulafia Rich at Harbor Ridge Financial is my insurance agent. I wouldnt think of using anyone else...He is very knowledgeable and up to date in the industry. Rich listened to my needs/concerns and offered policies that cater to my specific concerns. He genuinely cares and it shows. I know I can always reach him if/when I have questions. It has been so great to have someone that I trust help navigate this complicated industry.

Tony Olimpo Outstanding service with this branch. All the staff were very helpful. Special thanks to Manon