Merit Financial Advisors - Sebring (FL)

Nancy Alexander Lance Becatti and his team have done exceptional job looking after and growing my investments. I trust his market and strategical wisdom implicitly, and cant recommend Mr. Becatti highly enough.

Harriet Oliff Jennifer is always so welcoming, knowledgeable and helpful. She answered all our questions so we could make informed decisions.

alex lewis Aaron’s a fantastic financial advisor! He’s super approachable, breaks down complex money stuff into plain English, and makes you feel at ease. Whether you’re planning for retirement or just sorting out a budget, he listens, explains things clearly, and tailors advice to your needs. Highly recommend him for anyone looking for guidance without the jargon!

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.

Jennifer Capacio-Ton Highly recommend, and even though I picked another provider, Dawn. She was so professional yet had a personal touch. Thank you for such a great customer experience

Pat Cobb I have been banking at this branch for about six years. I have several accounts as I was a VA fiduciary. I am currently in the process of reconciling and closing my clients accounts. Every one has been very helpful at Wells Fargo. Great customer service.