Vero Beach Wealth Management - Vero Beach (FL)

Charles Taylor Its just the beginning of the day! I was met with a huge amazing smile and directions. Next we were directed to registration where again met by smiles and information. The excitement joy and outline of information was incredible! Im so excited to learn and grow and explore my options for retirement and protect my retirement and at the same time understand my true finish line. Thank you all and its gonna be a great great day!!! Now that the day is nearing the end, I have to say its been incredible! Awesome informative speakers that held my attention 100 percent! Their desire to help families in powerful and motivating. I purchased the program for 495 primarily so I could donate 3 to other families. Thank you all for this incredibly wonderful event!

L c Absolutely wonderful experience with Mary. Super helpful, friendly and very knowledgeable. Very grateful for that. The last experience I had at another location wasn’t exactly the same. Great job.

Desiree Carr THE WORST BANK TO DEAL WITH! LONNIE OVER IN DADE CITY IS SHADY! THIS BANK WILL NO COVER YOU ,YET CHARGE YOUR ACCOUNT OVER AND OVER WITH 35.00 fees each time!!!! RUN AWAY FROM THIS BANK!!!

Wyatt Dietrich Great service. Calling is not really the move…however I went in and saw Cody at the branch in Fleming island. Helped me out with a problem with another bank. Then helped me refinance my car with a way better rate. Honestly super easy commute too. For a 20 year old having nothing but bad experiences with banks. He’s been the only good part

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.

Michael Hawkes Awesome customer service. Mark Midkiff has been more than an advisor but a true friend. I highly recommend their services. I never feel rushed, they always spend the time I need to feel comfortable. Well done Mark and team