Washburn Capital Management Inc - Vero Beach (FL)

Michael Stephany My wife and I came here and were greeted with a very professional and courteous team. They created a detailed and personalized plan for us that gave us peace of mind. They answered all of our questions and took the time to walk us through everything. We are looking forward to working with them and we are excited for the future!

Elaine Silver Madison is a smart and savvy financial advisor who can help you set your financial goals and keep you on track.

Dan Garcia The staff is amazing and they make banking a breeze. Customer service is their top priority. They really go above and beyond! Cannot recommend this bank enough.

Jeff Rogers Lolita and her staff are extremely knowledgeable for all of your tax needs. Always helpful.

Scott Petricone Had great experience with Joseph Dyer I had multiple questions for him on a Monday morning he was professional and courteous. Had to find a answer from his legal dept in reference to opening estate account told he would call me in afternoon and he did with all my questions answered.

Jordan Eaves Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!

Orion Haynes Worst bank in the history of doing good business anywhere. I’m actually embarrassed to call this place my bank, been thinking about switching for a long time, Ill say what everyone else says in their 1 star reviews, painfully slow, no one will greet you or let alone tell you a wait time or anything along the lines of them opening there own mouth. No one wants to work here. They just wanna sit and do nothing or do something so slow you decide to leave so they don’t have to deal with you, that’s my running theory atm. And if they are short staffed, start hiring. Get someone on the damn desk, it’s not hard to work a computer, a weekend of training. Do better.