Wells Fargo Advisors - Vero Beach (FL)

sherry anderson It is easy to find my current balance. Leasha Flammio- Watson is an exceptional manager of my 401 K .

Lita Mack Absolutely love them! They have been nothing but wonderful! They were extremely helpful and caring when my husband got into his accident and worked with us any way they could until we were back on our feet. I would recommend them to anyone.

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

Elaine Bialczak Mark listens to his clients needs and creates an appropriate financial plan. I am extremely pleased with his services and results.

Ahasan Habib The employees are outstanding and the most interesting thing is that they have the lowest price on gas in this area.

Liza M. Feliciano, DMD Brian was heaven sent! He was an absolute pleasure to work with. Brian went above and beyond to get my loan approved and closed. As a self employed business owner, I faced special challenges for conventional mortgage loans that Brian knew how to navigate through and conquer. Brian was always friendly and very compassionate toward my individual loan needs. He had nothing but attention to detail and was always extremely responsive and thorough. I highly recommend Brian and will use him as my go to mortgage broker in the future.

Brad Hayes Dan has been great to work with, always very quick to respond. He found a great lender for my mortgage needs in short order. Im very satisfied and will use him again.