Beacon Pointe Advisors - Winter Park (FL)

Tom Turowski Great people, great accountants. They understand the twisted tangled terms imposed by the gov’t and can untangle them to your benefit to the limits of the law!

Pedro Castro They treat u real professional n friendly..any issue u call n they figure it out 2 fix it..They treat u equally no matter where u come from...I dont change this bank 4 others...THANK U 4 B REAL ..BLESSINGS

Josh Browne ⭐️⭐️⭐️⭐️⭐️ Outstanding Service from Lizbeth at Advance America I had an excellent experience thanks to Lizbeth! From the moment I walked in, she was welcoming, knowledgeable, and incredibly professional. She took the time to explain everything clearly, answered all my questions with patience, and made the whole process smooth and stress-free. You can tell she genuinely cares about helping people and goes above and beyond to provide great customer service. If you’re visiting Advance America, I highly recommend asking for Lizbeth — she’s the best!

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

Kristy Fackender Moffat Tryssa is wonderful to work with! Shes a true professional, keeping her clients needs at the forefront of all decisions. Shes a wonderful choice to help you with financial planning, whether personally or for your business.

Dave Bachus I’ve personally known Perry and Lisa for a number of years, and the service they provide is second to none. They respond quickly to your need for information. They’re extremely knowledgeable and put the client first.