Bauerle Financial Inc - Lake Mary (FL)

Donna Schmidt Calla G. is the best, professional and keeps me sane. My husband and I recently retired, M. L. has made us confident that we have made the correct financial choices.

Mary Lou Vrabel Just want to thank you for the opportunity to work with your company’s representative, Mark Augustsson. I have been doing business with him for well over a year, and he never disappoints. He is always professional and comes prepared. He has helped me tremendously in choosing a Medicare plan that works best for me, and saves me money at the same time. I was also able to apply for and get a whole life insurance policy for a reasonable cost. I have referred him to others and will continue to do so. Thanks again for making the choices easy.

Diane Swindler I spoke with Rob, he actively listened and was the only person in all my MidFlorida years as a customer who actually helped me and didnt stick to the script. You need more employees who actually cares about people. If you havent given him a raise you need to. He saved my life.

Darlene Rivera U know all these negative ratings are from people that owe money. Of course they are going to leave bad reviews. No one wants to pay money. Dont be pissed at the connections agency they r doing their job. If u would have paid ur bill in the first place u wouldnt be dealing with them right now

Mary Tordik We are so pleased with Manny Bellos financial help and expertise. We were quite skiddish about investing, but Manny has knowledge, skill and a refreshing respectful attitude!!

Kevin Docherty Brian A. was able to develop a financial plan, that allowed me to meet all of my goals within 4 years. SRG is 5 Star all the way!

alex lewis Aaron’s a fantastic financial advisor! He’s super approachable, breaks down complex money stuff into plain English, and makes you feel at ease. Whether you’re planning for retirement or just sorting out a budget, he listens, explains things clearly, and tailors advice to your needs. Highly recommend him for anyone looking for guidance without the jargon!