Davenport Wealth Management LLC - Stuart (FL)

Gary Blackmon Brendt Becker is a great Financial Advisor. We had a bad experience with an advisor that didnt listen to what our concerns. We were blessed to have someone recommend Brendt. He listened to our financial goals and helped set us on the path to achieve them. He cares about his clients and finds out about them personally so you are not just a number. We wished we had found him even sooner but very happy we made the change.

Jill Cole Thank you for your help! You answered my questions in a very straightforward and honest way. I will definitely come back and recommend you to others as you were recommended to me.

Dominique Spaur **HIGHYLY RECOMMEND** Adam is always available, and is knowledgeable. He has helped my husband and I with my real estate business, our rental properties, and other business ventures. If youre looking for a CPA, he is who I recommend!

Charles Paul Collins Particularly, our family was drawn to Singer Wealth Management and Singer Law, to help us manage our retirement portfolio and estate planning documents. What stood out above several other organizations we interviewed was the Singer Organization did not try to sell us something we didnt need. In fact, they reviewed our documents and financial plans and recommended updates to one estate document out of several to comply with Florida law. Every other organization recommended scrapping everything we had and starting over. To our family, it made all the difference about who to select as a key advisor.

Murray B Schwartz Insight Financial Solutions has done a fabulous job for me. They listen, provide honest, professional, effective feedback. Its an amazing team. Everyone I have dealt with there is courteous, kind, knowledgable and committed to helping resolve issues. The Insight team is proactive They reached out often to give me updates and to just check to see how I was doing. My issue was longstanding and complicated. Insight found a way to resolve my issue in a way that preserved my financial future. I highly recommend this team to anyone looking real long-term help.

mike freeman I have been trying to close my late husbands account since the 11th of May. The amount of documentation that I had to do my snail mais ridiculous. I still dont have the money from his account and I closed all his other business dealings weeks ago. If anybody reads this I would recommend that you never ever ever do business with anybody related to this company or any of its subsidiaries.