CMB Financial Group, Inc - Boynton Beach (FL)

Jillian Ozkara Benchmark was a wonderful place to work both in terms of professional development and culture. I’ve worked for several financial planning and investment firms in the past. Honestly, I have seen so many underhanded activities, such as advisors charging high commissions or selling products clients did not need. The advisors I worked with at Benchmark had integrity. It’s a smaller firm, so advisors are able to work closely with clients and build relationships. The advisors were honest, reasonable, and genuinely cared about each client. If I weren’t a Financial Planner myself, I would consider hiring Benchmark. They look your complete financial picture—they don’t simply sell products like everyone else.

J A Navia Harris is a highly competent professional. He has extensive knowledge and understanding of the tools available to properly advice his clients. He goes out of his way to assist his clients and team. He likes and enjoys his profession and is committed to assist his clients and staff achieve their goals.

Tommy Chatman Chassie was personable and very knowledgeable. She also answall my questions with kindness and patience.

Darren & Jennifer Schendel I’ve known Kevin McCarthy since 2002, and he has always been a trustworthy and knowledgeable financial advisor. He genuinely cares about his clients and takes the time to provide thoughtful, personalized guidance to help them reach their financial goals. Kevin is also a true family man, working alongside his spouse, Diana McCarthy. Together, they make a fantastic team that is friendly, professional, and great to work with. Their dedication to their clients is evident in everything they do. Whether you’re planning for retirement, building wealth, or looking for financial advice, Kevin and Diana are a team you can trust. Highly recommend!

sherry anderson It is easy to find my current balance. Leasha Flammio- Watson is an exceptional manager of my 401 K .

Tara Figueroa We recently switched banks and have had nothing but positive experiences with Capital City Bank so far. Mandana was extremely helpful with setting up our accounts and making sure we had access to online banking prior to leaving her office. She was very responsive and knowledgeable & I would highly recommend reaching out to her for your banking needs.

JUHI SINGH "an all-embracing definition of a great company !!!"

Dan Higgins No overnight parking. They load quick. There were 3 hi-los working together to load me.Make sure you know the trailer plate # and have you Drivers license at check in. Make sure trailer is at a minimum swept out.