BNY Wealth Lake Mary FL - Lake Mary (FL)

Jill Voss Over the years, I’ve worked with different advisors. My experience with Big Financial has, by far, been the best experience. Glenn is on top of the market, and is always looking for new financial instruments that deliver better results. Lauren, his Client Services specialist is responsive and very knowledgeable, and always gets the job done. I’m very happy I found Big Financial.

Tiffany Warren Kathleen was so helpful. I had concerns about what would be available, but she helped me look at options. and helped me find a different career path. She was wonderful!!

Tammy Peterson I would highly recommend Murrel Winters. I finally feel like I have someone looking out for my best interest

Betty Allen I love coming to this Circle K. Tonesha is such a pleasure to see when I walk inside and I’m greeted immediately. She always has a wonderful attitude everyday when I come in. She’s such a ray of sunshine. It’s nice to come into and establishment and feel welcomed. It’s rare these days.

Renee Wareing I have had the pleasure of working with Gregory and Jen for the past couple years, and my experience has been nothing short of outstanding. They took the time to understand my financial goals and set my portfolio to align with those objectives. My portfolio has grown beyond my expectations, they stay focused on current events and make the necessary adjustments to my portfolio to sustain its growth and financial stability. I also appreciate their advice on other services such as home improvement, trust planning, and insurance. I highly recommend Gregory and Jen.

Marie Stewart Great experience! Very professional staff! Alex was great in helping me with my financial planning needs!