Find the Best 18 Finance services in Vero Beach, FL (Part 2)

Michael Rogers I would only consider a company who is completely above board and uses only legal tax strategies to help their clients pay no more than they should to the IRS. Tax Savings Professionals is just such a company. I have been with them for about 5 years now, and the only audit I have suffered was due to a clerical error on the part of my local CPA. In the meantime, they have saved me quite a bit on my annual tax bill. Highly recommended.

Elizabeth Leavesley This bank is a good place to go. Their employees are very helpful with all my banking needs. Victoria Kolb is a very nice person that helps me every time I go in there with questions.

Amy Newberry Nick Brainard was GREAT to work with. He had no issues answering all my many questions. He always got back to me very quickly. He worked hard to get me the best rate. I would HIGHLY RECOMMEND! Appreciate you Nick!!

Reese Horstman I dont think I could say enough good things about this credit union. This is my second auto loan with them and my first time ever refinancing. I was in and out in 30 minutes (my girlfriend wasnt even done in Ulta yet..) The staff is super friendly and knowledgeable. I will definitely be back when its time for my first mortgage. Of course there are only a few locations and they dont offer the hours or mobile features/perks that bigger banks do, but the rates are some of the lowest Ive seen and thats why SCCU will always be my go to lender!

Kate Freeman This location at 821 Beachland Boulevard does, in fact, have an M&T Bank ATM with access during business hours. Our Vero Beach location is a Wealth Management office and not a bank branch serving retail clients. All M&T Bank and Wilmington Trust clients are welcome to use the ATM, located inside the office.

Gerri Rorick Integrity and knowledge - and always with the client’s best interest at the core of this organization. Tough combination to find in today’s business environment. You can trust Trent and Jim for investment direction and growth.

Warren S Tom and Jean are fantastic people. They have managed multiple generations of our families assets. They are super knowledgeable, always available and personable. If you need a financial advisor, this is the place to go. Highly Recommended!!!!

Richard Brej Chase was very welcoming to me when I first came to him needing help with my investments. I usually feel uncomfortable talking to advisors about money, but Chase made me feel safe. I felt like he actually cared about me and my family’s financial needs. I would definitely recommend him to my friends and family.

Erica Houdyshell Cypress bank has gone above and beyond to meet my expectations. Their dedication to their customers is unparalleled and I will continue to rely on them as a source of trust for my financial means.

stephanie morale I need raymond james to give me as a beneficiary of my deceased mother dolores ensslen who died 3/14/2024 . my brother the executer /poa has no communication with me on all of moms a counts and well fargo banking savings and checking which was cl9sed i recieved nothing where did that money go?-dolores ensslen estate .. the trustee glenn her son does not inform me or give me my annual financial statements for years which is his job he also closes accounts and does not give me my share ..hes not doing his job and needs to be fired ..raymond james refuses to give me my needed finsncial reports the manager tonya tells me only glenn can give this to me ...well how do i get this when he wont talk or communicate for 4 years now with me ..something smells bad with both the executer and raymond james..i would have given you are 0 for allowing my brother to treat a beneficiary this way i want what is rightfully mine per dolores ensslen will..also moms house is going up for sale my sister vivian has let me know but thats the executer job and shoyld formally be in writing to communicate witg beneficiarys

Princess Mo You receive the best customer service at this bank in the whole Indian country. I went in everyone greeted me, I was helped by a young lady named Cindy. I need bank statements for some reason they’re not popping up in my app, as she’s working with customers she is printing out one year supply of bank statement for me. She knew it was going to take a while, she took my phone number. Said she’ll give me a call when she’s complete. In about an hour, I received the phone call supreme customer service. I love this Truist and this location only.!! Cindy thanks

Jesus Rodriguez We moved to Vero Beach and last year my wife went to Google in search of an accountant so that he/she can prepare and file our income tax return. We were greeted by Danny Howes who was not only very knowledgeable, pleasant and at that time he offered their other services. Today we returned to have a financial planning consultation etc and once again we were informed, guided, and very happy with Danny Howes’ appointment. He clarified all of our doubts and helped us correct mistakes made by wrong advice given to us by other so call professionals.

Moree Leatherman Luis Whu has become my financial advisor this past year and I am very grateful for his expertise in my behalf. Luis is the advisor that I trust with my financial decisions. He explains every recommendation to me and answers my questions with patience and empathy. My assets have grown under his professional leadership. I will gladly recommend LullaWealth Financial to my family and friends.

Dixie Davies Great advisor with deep knowledge and experience in planning

Susan Killimett Very professional, informative, helpful and courteous. It was a pleasure to meet with Patrick Norris and discuss opening an account with Ameriprise and learn some of the options that are available concerning looking at the stock market and purchasing.