Beyer Wealth - Tampa (FL)

Katie McCollum Scott Cox at Manasota Insurance & Wealth Management was super helpful when my auto insurance was leaving Florida- he was proactive and let me know they were leaving, and found me new coverage. Not only that, but added coverage that I needed that I didn’t previously have, for the same price as I had been paying. He is very thorough and knowledgeable.

Selena Benitez My experience at GTE financial was great. Destiny Romero was able to take care of all my issues in a kind and timely manner.

Georgio Brito Be aware of this realtor agent company! Worst in the industry. She is after people deposits. Ana is the name of the realtor. Worst experience I’ve had in my life.

Realestate Destiny Campbell I called because the life insurance company I believe National will not do quote online. It took a while but finally Phil called set up time. The process is long but I’ll update on the price and experience

Cliff Cannon Ive used Honor Financial since the early 2000s. Mike and team have been consistently helpful, honest and communicative regarding my investments. They have a personal touch and a watchful attitude on the market. I feel like a real customer, not a number on a list. Im just getting to know Matt, but I see that he has the same work ethic as the rest of the team.

Earline Padgett Brea was very efficient, helpful, courteous and even said “God Bless You”. As a senior i appreciated someone with customer service respect. A wonderful “DMV government” experience.

Tim Rochon Our company sought bridge financing between contract periods with our larger clients. Chad and Nathan at Excel Capital Management quickly offered us several options from which to choose. When we needed yet more options, Chad delivered in a matter of hours. Throughout the process, Chad remained in close contact by phone, text, and email. He and the Team at Excel were always respectful and professional. I highly recommend Chad and Nathan at Excel Capital Management for all forms of business financing.

Ms. Jfr Met with Avant financial Services. Very informative, answered all of my questions I feel very confident and using their services. I have dealt with many financial Services before and this is yet the most professional of all. Highly recommended.