Beauti USA place

Keywords: establishment,finance,point_of_interest

Benetas Wealth - Lake Mary (FL)

Address: 🏡 1540 International Pkwy STE 2000, Lake Mary, FL 32746

Phone : +1 (407) 315-3681

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJGadW-aoN54gRu_xnygU56us

Where is Benetas Wealth 🏡?
1540 International Pkwy STE 2000, Lake Mary, FL 32746
What is the phone number Benetas Wealth 📱?
(407) 315-3681
What Clients Are Saying about Benetas Wealth (on GG)

5 /5 Trent Little: Financial security has always been a goal for myself and my wife during our working years. When looking at firms to secure our future it was not the firm that drew us in, but rather the individual we were working with to manage our financial security. Matthew Murphy was and is that person! If anyone is looking for someone they can trust, with their financial future and will help you plan accordingly, schedule a simple conversation with Matt at his office (Benetas Wealth). Have a personal dialogue about where you are and where you want to be in the future. Whatever that may be, Benetas Wealth can help you achieve your financial goals. May God Bless You, Trent and Stephanie Little

5 /5 Richard Cowin: I had the pleasure of working with wonderful Matt Murphy while he was working for a large financial consulting company and we found him to be kind, caring, and brilliant. He is also a wonderful listener. When Matt left the large firm to open his own company. Benetas Wealth, we did not hesitate for a minute to move our accounts there and am I gad we did! HIGHLY recommended for MANY reasons!!
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJGadW-aoN54gRu_xnygU56us

Others Near Lake Mary,FL

Dias Wealth - Lake Mary

Ellen Jakovich: I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Trustco Bank - Sanford

Kathleen Bartley: This is Kathy. I’m a Trustco employee. We have some really great rates for mortgages and CD. Come on by and see me. And let me help you save some money.

Price Financial Services - Longwood

DCG: Price Financials has been our financial advisors for 20 years and Im so thankful. We have been living comfortably in retirement and will not have any money problems for as long as we live. Cindy is very professional and trustworthy. Her team is very hard working and will give very good advise. We highly recommend their service.

Seacoast Bank - Sanford

David Forero: Love this branch and love this bank. Staff is surprisingly kind and friendly. Thanks guys!

Amscot - The Money Superstore - Sanford

Rod B: 5 Stars ⭐⭐⭐⭐⭐ Tatiana was absolutely incredible! From start to finish, she demonstrated the highest level of professionalism, care, and attention to detail. Her warmth and genuine passion for what she does truly set her apart. Tatiana went above and beyond to ensure everything ran smoothly and exceeded all expectations. I couldnt be happier with the experience and results.

Bank of America (with Drive-thru ATM) - Sanford

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!”

Bauerle Financial Inc - Lake Mary

Voyage Retirement Solutions - Lake Mary

ax haddad: The services provided by Liz Baker and Joel Marquez at Voyage Retirement Solutions has been above and beyond exemplary. Voyage came highly recommended by a colleague and after working with Liz for the last few years I can honestly say that she has made an incredibly positive impact on my life. She is a top notch advisor who combines savvy financial knowledge with genuine humanity and compassion. Joel’s expertise in Medicare and health insurance is unsurpassed. He is both conscientious and caring with his research and advice. Contacting Liz and Joel at Voyage has been the absolute best financial decision I’ve made leading into retirement.

Breen Financial Management - Lake Mary

Bonnie Douglas: GreAttt

Insight Credit Union - Lake Mary

Doug Dagenais: Hello, my name is Doug and I wanted to share a couple of thoughts with you. This comes from a slightly different viewpoint than normal. I am not a client, however I am an outside vendor who services sensitive information for Insight. I have daily dealings with multiple branches for Insight as well as their competitors. Everyone is quick to offer up a harsh word or two if something isn’t perfect, but as a society we need to get back to offering a kind word when deserved. That’s what I’m here to do. The Insight branch located at 501 Currency Circle in Lake Mary has within its walls some of the nicest ladies that I’ve had the pleasure of dealing with. Always smiling, always positive which makes taken care of them as a client an absolute joy! Thank you for allowing me to share an opinion.

B.Team: admin@beautihost.com