Warren Capital Management - Vero Beach (FL)

John Cooke Outstanding staff. Very knowledgeable and professional.

Jerome Young There is no line most of the times I have been here. The tellers are always friendly and want to help as much as possible. Great banking experience.

Melanie Quail Called to schedule an appointment to revue my upcoming tax return since I had changes in my income. They were able to see same day. Gail explained my options and showed me what to expect for next years filing. Gail is very welcoming and has handled my returns since I moved here. She knows her stuff! H & R Block is lucky to have her representing them.

Lynn Bain Andreas Heinrich, CPCU®️ has been my financial planner for the past 5 years, and I have been extremely happy with him, his team their services. They are incredibly knowledgeable and experienced in all areas of financial planning, and they have always taken the time to understand my individual needs. They have provided me with clear and concise advice, and they have helped me to reach my financial goals. I would highly recommend Andreas to anyone who is looking for a financial advisor. Pros: •Highly knowledgeable and experienced •Patient and understanding •Takes the time to understand your individual needs •Provides clear and concise advice •Offers a variety of financial planning services Cons: • Absolutely none!

Lynn Harris I moved all my financials to Totus Tuus many years ago. I have also recommended to my friends and family that Frank is the St Augustine place to go for safe financial investing. Frank takes the time to explain financials to me whether it’s investing, taxes, wills or just questions I need clarification on. The staff at Totus is always personable, smiling and helpful. They are the best for me in St Augustine and I plan on continuing our business plan for many years. Thank you Frank and Totus!

Jeremy Bailey Kasey is extremely professional and turned a bad day into a great one. She really went the extra mile and made me feel so welcomed. Thank you!

TAMARA BELCHER-HANSEN Mileydi Morales (Fl. Comm. Health Center (Glades Co.) was very professional, and called us back in a timely manner. Once back in her office she explained everything very well for my mom & dad to understand what they were applying for. I would definitely recommend the Glades Co. office to anyone that needed the help with their Health benefits.