Find the Best 15 Finance services in Vero Beach, FL

Jessica Jones We were treated with respect and although, we were going through hard times. Claudia, made us feel at ease through the process. Thank you

Kevin Mears They were helpful

Alex Steiner These guys are great. I had a huge past tax debt due to being independently employed. They helped me get everything filed, tax amount lowered and payment plan for the rest. Amy, my consultant, always swiftly replies to any inquiries I have via email. I trust that she gives me the clearest answers and advice I could get. I would definitely recommend these guys for all your tax needs, business and personal! Thanks Amy!

C. Menard Weve very recently switched to Bluedog Services and our Rep Alex #346511 has provided excellent customer service thus far. He has been very thorough at explaining their services and very responsive any time we have contacted him. We feel like weve gained a friend, not just a merchant rep. This has been such a welcoming experience compared to the company we used before whose customer service was lacking in many ways. Cant comment on the rates at this time, as we have not received our first statement yet, but looking forward to the savings we were guaranteed. Thanks Alex!!

r Mitchell Marc Tomberg is the best advisor I have ever had. If I could give him 10 stars, I gladly would. He takes the time to listen to both my current needs as well as my future ones. His staff is outstanding and makes me feel welcome. I can definitely see why he’s been recognized nationally by Forbes magazine. I highly recommend him.

David Stephens I cant say enough about the incredible work that Andrew Streeter and Jodee do at Edward Jones in Vero Beach. Their commitment to each client is unmatched, going above and beyond to ensure every detail is meticulously handled, and every question is thoughtfully answered. They genuinely care about their clients’ financial success, and it shows in the quality of their work and the personalized attention they give. If youre looking for a financial advisor who truly has your best interests at heart, look no further than Andrew and Jodee. Their expertise, professionalism, and dedication set a standard that’s hard to beat. Highly recommended

Steve Schermerhorn Outstanding and attentive service, excellent fee structure, solid returns.

Jeff Been with Bob and team for over a decade. Nice to have someone else tracking details of markets and economic variables we dont have time to monitor.

Amy Speak Mike and Trent are both wonderful. They always have their clients interests at heart. They are extremely professional and accessible for clients needs.

Ron Ballard Terri Heckman is the best.

Omar Dominguez I had the worst experience at this place. They told me that because Im Latino, they couldnt help me and that I had to manage my investment accounts over the phone. This office was only for white people.

Millwright Horrible company, theyll say anything to get your money and change when they have it. Use another company

Cobb Sheryl “Sheryl” I’ve been with Suntrust for 18+ years which is now Truist. I’ve been very please with all of their services over the years. I just had to take out a small loan to replace my a/c and I had the money in a matter of hours. Lorie Webster is great!

Crystal Attas Maxine and Jessica have been such a big help! I just moved back to FL and they made switching banks and setting up a savings account for my newborn so seamless and stress free. They are both personable, friendly, and the office is very professional. Highly recommend!

Tony Iacono Clay Collins is one of the most honest and intelligent people I’ve had the good fortune to know and work with in the past 25 years. He is extremely knowledgeable, trustworthy, patient, and kind. I wish I could have worked with him when I bought a house out of state after having worked with him on two homes in Florida. I have recommended him to others and they too were extremely satisfied. Best part, when you work with Clay you have a friend for life! There should be more people like him. He is the definition of excellence and always exceeds expectations.