Benetas Wealth - Lake Mary (FL)

V K Julia did a great job in securing the mortgage on our behalf. She made the process seamless and I would recommend anyone to reach out to Julia to help them with all things mortgage. Highly recommend.

Brandy Gonzalez The Brandy Gonzalez Every Wednesday is food pantry. The staff here are amazing and help with food stamp applications, housing assistance, counsling, bill assistance, and can give you guidance and paths to recources. Just ask for help.

Nick Aleksa I am a business owner and Ive worked with Bob for quite a few years. Over the years, I find myself very comfortable in his ability to manage my affairs. Bob is confident, decisive and right to the point. He provides knowledge and investment strategies that meet my expectations.

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Dingle Berry From my first experience with Mariner via a “live” mail check, and my subsequent interaction with them - I’ve been completely satisfied. Joanna is extremely good at what she does, as she guided this dufus (me) through a loan refi over the phone. Good follow up from branch manager to ensure everything went smooth. App is convenient and fairly easy to navigate.