Beacon Pointe Advisors - Sarasota (FL)

History Detective Rob was the consummate professional taking his valuable time to go over my mothers estate with great care & concern. His knowledge and expertise in the financial matters are that of a Maestro. Dont hesitate for one moment calling someone else, when we are blessed as a city and community here in St. Augustine with the best.

Jim Miller Dave, Eddie and their team have been great to work with and very Knowledgeable & Professional. Anytime I have a questions, they get back to me the answers. I would recommend them to everyone.

Mike Meltzer I have been using Bill Sines at Senior Financial Services for 11 years. Both investments and tax preparation. Great team.

Gavin Bryant I’d like to thank Rose for giving such excellent service. She made opening a new bank account a lot less intimidating. Incredibly informative and kind as well.

Ahasan Habib The employees are outstanding and the most interesting thing is that they have the lowest price on gas in this area.

gabe moncayo I bought a vehicle from them a few days back and got a great price for a really good car. Would definitely recommend them to anyone who needs a car. The saleswoman was super kind and informative.

Moises Gonzalez We want to take a moment to express our appreciation for the exceptional service provided by Shubert and the entire team at 1847Financial. From the beginning of our partnership, Shubert has consistently demonstrated expertise, professionalism, and a genuine commitment to our financial well-being. He takes the time to break down complex financial concepts into clear, understandable terms and is always available to answer any questions. Additionally, he proactively explores various scenarios with us, ensuring we have the knowledge and confidence to make well-informed decisions. His dedication and support have been invaluable, and we look forward to continuing our collaboration.

John Leclair Working with Rebekah at Fero Financial has given me so much peace of mind. She takes the time to truly understand my goals, explaining everything in clear, simple terms to create a customized plan that makes me feel confident about my investments, retirement, and overall financial well-being. If youre looking for someone you can trust to guide you through the complex world of financial planning, I highly recommend Fero Financial. I feel so much more secure and optimistic about my future thanks to their expertise and guidance.