Grayson Heard Holly - Raymond James - Vero Beach (FL)

Strong Roofing SRQ Tim Mariano wrote my life insurance policy and made the entire process seamless. He’s an absolute wealth of knowledge when it comes to life insurance and financial planning. Tim took the time to explain every option clearly, answered all my questions, and tailored the policy to fit my needs perfectly. You can tell he truly cares about his clients and their long-term security. If you’re looking for someone you can trust with your future, Tim at Prudential is the guy to call.

American Dude The big firm broker on Sanibel...great guy.

Kelly Brown Got an automated call from them soliciting. I have absolutely no business with them. And my number is listed on DNC DO NOT CALL LIST. I GUESS THEY BELIEVE LAWS DONT APPLY. BUT THEY DO.

Trent Little Financial security has always been a goal for myself and my wife during our working years. When looking at firms to secure our future it was not the firm that drew us in, but rather the individual we were working with to manage our financial security. Matthew Murphy was and is that person! If anyone is looking for someone they can trust, with their financial future and will help you plan accordingly, schedule a simple conversation with Matt at his office (Benetas Wealth). Have a personal dialogue about where you are and where you want to be in the future. Whatever that may be, Benetas Wealth can help you achieve your financial goals. May God Bless You, Trent and Stephanie Little

Gerard Kelly I have been a client for the past decade, very respectful and responsive. I also appreciate that they turned me on to the wealth tracker app, very user friendly. I will be sticking with these guys for a while

Amanda Booker Everyone here is absolutely amazing. I have both personal and business account with them. They always greet me with a smile and by name. The tellers at the front are very knowledgeable and I have never had to go beyond them to get the help that I need!!! Tracy is the absolute best!!

Nicole Shrimplin Nicole Leblond Bill and Blue Orca Financial Services have been great to work with and always give us our financial statements right on time each month.  He answers all our questions and helps us work through any issues we have and we never have to worry about getting a surprise extra bill for the time it took.  Very knowledgeable and professional and I definitely recommend!

Denise Walker Andria was very professional and helped me understand my policy. Was with All-state for over 30 years, now I am very happy to of moved my business to Nationwide with Perry insurance and Andria!