Beacon Pointe Advisors - Winter Park (FL)

John McNeal We have used Devin at GeoDev for 20 years since we moved here. He is so easy to talk to and explains things clearly and is extremely patient [we need that!] in his interactions. Great staff. In our opinion, trust and the ability to communicate are the most important goals when selecting a financial advisor. We have both at 100% in Devin.

Kevin Leon Anthony Robinson, Elice Acosta, and Ladonna Pollard have been the best banking professionals I have ever worked with. When I came in for an auto loan, he made the process so simple and was in my corner working with the dealership. I worked with other credit unions in the past and never got the personal touch of working with Anthony and the GTE team. I plan to move my personal and business accounts from my other credit union.

Joann Ball I have been using Helen for a few years now, she very professional, always available to answer questions. I would highly recommend her to anyone needing tax services.

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan

Frank Holt Just recently opened an account at this branch was help by Martin. And could not have had a better experience at opening an account than what was provided by Martin. A real quality person.

Omar Estrada I love using Onemain, they make it eaay and they process everything so far at least at the Kissimmee office. This time Angelica took care of me and again, just like Jennifer everything smooth, quick and easy. Thanks to them Ive got to eliminate debt and move forward with a better credit and new opportunities. All I can say is thank you both. For you out there, dont be afraid and try. I totally recommend it.

Rachel Johnston I recently refinanced my car through Gulf Winds with Tireak. I started banking with Gulf Winds since attending FSU. The process was so seamless and expeditious. Tireak was very knowledgeable and tentative throughout the whole process. Within one business day the refinance was done and I was just waiting on the payoff from my previous lender. I will definitely be using Gulf Winds and Tireak for any other loans in the future.

Jeremy Bailey Kasey is extremely professional and turned a bad day into a great one. She really went the extra mile and made me feel so welcomed. Thank you!