Wells Fargo Advisors Financial Network - Vero Beach (FL)

Linda Berry This is an outstanding office. Excellent service, and good sound investments.

Charles Paul Collins Particularly, our family was drawn to Singer Wealth Management and Singer Law, to help us manage our retirement portfolio and estate planning documents. What stood out above several other organizations we interviewed was the Singer Organization did not try to sell us something we didnt need. In fact, they reviewed our documents and financial plans and recommended updates to one estate document out of several to comply with Florida law. Every other organization recommended scrapping everything we had and starting over. To our family, it made all the difference about who to select as a key advisor.

Jimmy Dean Great tech and customer support. Easy to work with.

Thomas Coonerty Materetsky Financial Group has been an incredible partner for me and my family. Joe Carpenito manages the assets of my entire immediate and extended family, and the level of care and personal attention they provide is outstanding. Every time I call, they all know me by name and I never feel like just a number—they truly make me feel like family. I highly recommend them to anyone looking for trusted, long-term financial guidance.

Judi Lund I dont know where the bad reviews come from but have been doing g business here since Lake Butler location closed and they have been great from drive-thru to solving problem with a U.S. savings bond over 25 years old to recommending who I should deal with there to get a better return on my savings, to taking me outside to at. And showing me how "new" system works. I travel every summer and never have a problem with using my card wherever.

Cory Royer I recently had my taxes prepared by Prostatis Financial, and I’m extremely pleased with the service. They made a usually stressful process smooth and transparent by clearly explaining every detail. Their attention to detail and accuracy not only ensured that my return was correct but also uncovered opportunities to optimize my tax situation. The whole process was efficient and professional, and their friendly, approachable manner made it a positive experience. I highly recommend their services for anyone looking for reliable and thorough tax preparation. Mike, Ryan and their team are truly 1st class.

Phylis Cauthen Recently, I met with Mike Milne at Ocala Capital, LLC and found him to be a true professional in the financial industry. He has a wealth of knowledge that he uses to provide the best possible services to his clients, and I highly recommend a conversation with him.