Top 15 Financial Advisors in Vero Beach, FL

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!

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

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.

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

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.

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.

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!!

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.

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

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.

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!!!!

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.