Wealth Partners - Ameriprise Financial Services, LLC - Vero Beach (FL)

Jim Aux Beyer Wealth has done a great job investing my savings and growing my wealth. Mark and Sarah keep me informed and understand my philosophy and wishes. They respond quickly when I need help. Great service!

Christopher Artwohl Amazing staff here and very helpful!!

Denise Lewis Thank you Mrs Dorthy. She was fast and helpful. Definitely will be visiting this location again.

Sinold Casimir You feel welcome anytime you walk to the office. They have a great customer service

Brandon Monk Nate and the Team at OxenFree are amazing to work with. I’m not the sharpest when it comes to investing and Nate was able to easily explain how and why we invested the way we did. My investments are growing every day! Thanks Nate!!

Darrell Reneau We’ve been working with Tabitha for over a year now as the bookkeeper for our nonprofit organization Citrus High School Boosters. She helped us not only set up and maintain our bookkeeping, but also guided us through establishing our bylaws and becoming fully incorporated as a nonprofit. Tabitha is highly professional, extremely reliable, and very knowledgeable about nonprofit compliance and financial management. Anytime we had a question or needed help, she responded quickly and clearly. Its been a huge relief to have someone so capable and trustworthy supporting our mission from the very beginning. I’d highly recommend her services to any nonprofit or small business needing help with bookkeeping, incorporation, or organizational setup. Working with her has been one of the best decisions we’ve made!

Alban Elliott It was a pleasure working with the team, even though I am new to Primerica Financial Services. Their representative goes above and beyond to understand my needs and make sure I receive the best return on my investment. Thank you!