Financial Strategies of Amelia - Fernandina Beach (FL)

Blake L I had the pleasure of working with Margo. Margo was very knowledgeable. She was very helpful and informative throughout the entire process, making everything quick and easy. I would definitely suggest to work with Margot if you are stopping by the Boynton Beach location. Thanks again Margo!

John Rolfe I have had numerous contacts with this companys customer service agents. They are condescending and rude but notably ignorant of SEC and other major compliance laws. They make rollovers nearly impossible or outright lie saying its not allowed. Cities and towns that sign up with Bencor do not have the better interests of their employees as their goal. I urge any municipal employee to seriously question their HR Department about the research they carried out in selecting US Bencor. Chances are they did none and just put the contract out for bid.Thats no way to select a quality financial institution.

Glenn Accardi Travis Routt has done very well with my investments these past 2 years. Even with all the turmoil in the industry…

Steve G Marc and his team are amazing, you wont be sorry.

Timothy Lanno owen

Cosmic Being I must admit, The guys at weber financial completely took care of my retirement planning, I very much recommend them.

Maxi Banks My experience with one main has always been fantastic. Very helpful and try to work with me in any way they can.

Alex DeMarco Neil is awesome and extremely helpful! He helped me understand all the steps necessary to plan for a stable future. I will be referring him to my family and friends as well!