Benchmark Financial Wealth Advisors, LLC - Boca Raton (FL)

Holdon Neal Outstanding experience with Canopy Roads Advisors! Their service’s have exceeded all my expectations, showcasing impressive punctuality and professionalism. The team is attentive and knowledgeable, making the entire process seamless. Highly recommend!

James Lapointe Matt has been a great resource both for myself and for my business. From helping us set up a sensible retirement plan for the business to personal financial advice, Matt is extremely knowledgeable and patient. We got great advice from him and highly recommend me to others!

Wendy Aguiar From the people who answer the phone to the closing agent and everyone in between, what a top notch company! Specifically, Melinda went above and beyond the call of duty with the patience of a saint. First, believe me when I say that I did my homework and their prices are the most reasonable to be found. Some places quoted nearly double. Next, they are thorough, attentive and honest. I have completed two transactions with them and I would recommend them to anyone in a heartbeat (even if you live out of town) because you can trust them. They are kind and informative through every step of the process. If I ever close on another property, its a no-brainer; I know that they have my back and they are professional. My situation was fairly complicated and they handled it with ease and lifted the burden. Although Ive never met them in person, they have my utmost respect because they clearly know their business and how to address details up front to avoid problems later. Wonderful people. I wish I could give them 10 stars!!!

Leondra Oliver Abigail was awesome. Very quick and got me the best quote. Thank you so much Abigail

Larry Grisham been a member for 43 years...never had this this kind of bad treatment by an EFCU staff member. we usually deal with Eglin or South Crestview branches n occasionally the FWB HQ. the staff member at North Crestview was rude, gave out bad information on two areas n continued to be rude as I walked out. this was frustrating. seem to be making up stuff as she went. wasnt professional n top it off she was training a new person. this happened a week ago on 2 May. want going write a review...suggestion that she gets RETRAINED. of she does bad behavior to one customer its possible she has done it before and will possible do it again...it could already be a bad pattern. lets hope not. I will never use NORTH CRESTVIEW EFCU AGAIN. if she is in other branches I will ask for the supervisor n have someone else with my issues. very dissatisfied with EFCU, right now. one bad apple does effect the company, customers n the community. hope something is done about this person. retraining is highly recommended. she needs help.

Jewell F. Leola and Kathleen has been so helpful! Last minute title loan they got me in asap and was very professional. I recommend reaching to them directly.

Noelle Lewis Their customer service is WOW. I have always been talked to with friendly voices. I made a mistake with my account and they have always been so communicative and helpful in the process. They explain everything throughly and make sure I am satisfied. Thank you!!

Cynthia Garbutt The 5th Street branch on Miami Beach is excellent. Great staff and manager. Always helpful, professional and welcoming. They go above and beyond for their customers. Give them a pay rise, please.