Vero Beach Wealth Management - Vero Beach (FL)

Edward Hollenbeck We are just starting Dave and Christina, so far our experience has been very pleasant.

Vanessa Cusell Dont deposit cash in the ATM outside. It ate all my rent money. However with that being said, the store manager Allen Wier was amazing in helping me get my money back. The bank does not service the outside ATM, but he was on the phone instantly with the company, and he filed a claim for my money. Although I did have to wait 3 business days, the money was back in my account. Im very thankful for all his help.

Lamarche Gage Damaris has done my taxes for the past 3years. DAS is very knowledgeable about personal and business and always provides what’s in my best interest. She is very thorough and always gets the job done in a timely manner.

Emerson Robbins John Letourneau is extremely informed on trends in the the stock and investment market. Absolutely someone to begin the conversation with if you are interested in creating/preserving wealth.