Breen Financial Management - Lake Mary (FL)

Lisay Alonso Debbie was very professional,kind knowledgeable, and went above and beyond to help me .Her dedication to ensuring a smooth and efficient process. I felt valued as a customer and confident in the decisions I was making. I highly recommend her assistance to anyone looking for outstanding customer service. Thank you for making this experience seamless and pleasant!”

Zack Lawrence Jessica is so friendly and helpful at the Lake Mary branch. I could not recommend coming to this location more as the personal service and kindness shown is impeccable. She helped me consolidate debt and actively looked for future solutions on helping my finances get to a better spot for my personal and business needs. We have been using Vystar for over 25 years since we lived in Jacksonville and it was Jax Navy. I’m so happy to see them making a bigger presence in the Orlando / Central FL in recent years and I’ve come back to primary banking with them.

Bonnie Douglas GreAttt

Thomas McBee Christine was incredible. She was able to help me set up a business checking account when I didn’t have a single clue. She was extremely patient and very knowledgeable. I feel like I’m in good hands. I’m very pleased.

Kaley Irizarry Brandon helped me set up my accounts where it is setting me up in the future! Being new to savings accounts & how to correctly set up my accounts, Brandon took me step by step thoroughly answering my questions while providing plenty of information where I walked out with alot of knowledge. I’m very excited! 5 Star service from Brandon! ⭐️⭐️⭐️⭐️⭐️ GO SEE HIM!

Barbara Preis I felt very safe and well taken care of. The staff was amazing and polite. I’ll be returning. Thank you Sarah-you are amazing!!

Jeremy Ivailo was great to work with! He was very informative and communicated every step of the way! He made my home buying process simple!

Adam Nancy Rosario is amazing! She is so helpful, knowledgeable, fast, efficient and kind. Ive been a customer for 27 years. She has been amazing for the whole time she has been at my branch in lake mary.

Ronna Nuzum I am extremely pleased to be a member of Scheirer Wealth Management. During the COVID-19 crisis, Andrew called me to keep me updated on market issues and my retirement account. Due to his management skills, I was pleased to learn I had not lost a single cent during the market downfall. I was quite impressed as to what great foresight Andrew has regarding the market and the wise choices he makes with the investments. Andrew’s knowledge of the market is astounding and I feel very fortunate and gratuitous to be a member of Scheirer Wealth Management.