Vero Beach Wealth Management - Vero Beach (FL)

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.

Eric Epstein Tara and the folks at the Diane Banks agency were fantastic! I was nervous about moving to Florida, especially moving my boat to Florida permanently. I had heard so many horror stories. Tara’s expertise in boats, especially catamarans made it so easy for me. She answered all my questions, did all the paperwork, and coordinated with me what I needed to do. I still can’t believe she was able to make it so easy.

John McNeal We have used Devin at GeoDev for 20 years since we moved here. He is so easy to talk to and explains things clearly and is extremely patient [we need that!] in his interactions. Great staff. In our opinion, trust and the ability to communicate are the most important goals when selecting a financial advisor. We have both at 100% in Devin.

issanewday2020 yeah One MAIN is amazing! They have assisted me with my financial needs on several different occasions! I have two successful referrals with the company; consisting of family and a friend. Theresa and Susan have been amazing over the years! They both have been a listening ear to my personal life experiences, well as, my financial needs! Sincerely, A valued customer

Danny Torivio Dont like how they do things. They at very friendly, and quick people, but I get paid every Friday and if I dont deposit my check by 9 it will not be on my account on Monday because they dont open on the weekend. I do like this bank, just not how they schedule things when you really need that bank the most I hope they will do something so I can still get my check on Saturday because I dont get off work on Fridays until 9 to 10 pm and I get my check in the afternoon while Im working

renee selph I recently had the pleasure of working with Shana at First Federal in Jasper, and I couldnt be more satisfied with the service provided. She demonstrated exceptional knowledge and professionalism throughout our interactions. Shana took the time to understand my financial needs and goals, offering tailored advice and solutions that were both effective and easy to understand. She made the entire process seamless and stress-free. I highly recommend Shana to anyone seeking expert financial guidance and support.