Keywords: establishment,finance,insurance_agency,point_of_interest

The Benefits Advisors - Milton (FL)

Address: 🏡 4000 US-90 Suite D, Milton, FL 32571
Phone : +1 (850) 807-7995

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ0_fUyRvtkIgRmgDGor5GQ7U

Others Near Milton,FL

Reeder Financial Group - Pace
Timothy Gamble: My experience with Reeder Financial Group has been outstanding. Jeremy is exceptionally friendly and thorough, making the entire process seamless and stress-free. His commitment to educating clients on finances, all at no cost, is truly impressive and reflects his genuine care. The family-oriented and community-driven atmosphere of the business is evident in every interaction. Jeremys passion for helping others achieve financial stability is clear, and his expertise is unmatched. I highly recommend Reeder Financial Group to anyone seeking top-notch financial guidance and a supportive community. Jeremy is a trusted advisor who truly makes a difference.
PenAir Credit Union – Milton - Milton
PenAir Credit Union – Milton
Ariel Jardell: Very poor customer service and suspicious behavior. The past 2 weeks, my account has been frauded, and I have had 3 different cards. One I only had for less than 24 hours, didnt even get to use it before my account was frauded again. The phone calls I received and when I called in they were suspicious and unprofessional. No one verified me or my account, told me lies (i.e. they canceled my card, set up extra security on my account, and "set up" a trap to catch the frauder), and added my card to multiple apple pay when I dont even own an iPhone. When contacting and confronting them, they tried to blame me for adding it to the digital wallet when I dont use them and they supposedly set up a features to block up my info from being add (yet another lie). They tried to avoid admitting their mistakes, their faults, and opening up a brand new account for me. Thus, as resulted in a large amount of stress for my family, me, and created a difficult financial situation for us, late on bill payments, and even difficulties buying necessities for my family. I am very disappointed in their actions since I have been a loyal customer until now.
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Advance America - Milton
Raleigh Samford: Sharon did a great job helping me.
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Beacon Pointe Advisors - Sarasota
Dianne Welde: I have been a client of Jim Cooper for over 20 years and for a very good reason. Even during difficult market times Jim has successfully advised me on my investments to minimize my risks and maximize my worth. Over the years when it was necessary for me to go into their office for a review of my account, the staff was incredibly friendly. They made me feel welcomed and valued as a customer. I would highly recommend Jim as a financial advisor. Dianne Welde
Gulf Coast Wealth Advisors: Jeff LaBelle - Sarasota
Kim McLeod: I’ve had the pleasure of working with Jeff LaBelle as my financial advisor, and the experience has been exceptional. Jeff is not only highly skilled in his field, but he also takes the time to really understand your personal financial goals. He created a tailored plan that has helped me make great progress with my investments and overall financial strategy. What sets Jeff apart is his commitment to clear communication. He breaks down complicated financial details so they’re easy to grasp and has always been quick to respond whenever I have questions. His professionalism and genuine care for his clients make him a standout advisor. For anyone seeking a reliable, knowledgeable, and client-focused financial advisor, I highly recommend Jeff LaBelle.
SRQ Wealth - Sarasota
Courtney Heath: SRQ Wealth has been a game changer for our family. We had been taking many of the right steps as we plan for retirement and our family goals but Karin, Justin, and the entire team have really helped us level up and plan in a much more fulsome way that is paying off for us both financially and in peace of mind. Not only are they providing great financial advice and investing our funds wisely, they are an active partner, helping us stay on track, which we needed to realize our goals. 10/10 recommend. If you dont yet have a financial planner or yours isnt realizing your goals, you should definitely connect with SRQ.
Kennon Financial - Sarasota
John Kosenski: We have had the pleasure of working with Kennon Financial (David K and Kristin B) for past few years, and we could not be happier. We had been praying-seeking an advisor and were introduced to David through a good friend. David is always quick to get back to you with questions, and he sends out very informative emails periodically, which answer-address many of our questions and concerns. Kristin is always a wonderful help and has been quick to address our immediate concerns. We would highly recommend Kennon Financial! Thank you David and Kristin, God bless
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