New Beginnings Financial Consulting Inc - Palm Bay (FL)

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!

Doug Dagenais Hello, my name is Doug and I wanted to share a couple of thoughts with you. This comes from a slightly different viewpoint than normal. I am not a client, however I am an outside vendor who services sensitive information for Insight. I have daily dealings with multiple branches for Insight as well as their competitors. Everyone is quick to offer up a harsh word or two if something isn’t perfect, but as a society we need to get back to offering a kind word when deserved. That’s what I’m here to do. The Insight branch located at 501 Currency Circle in Lake Mary has within its walls some of the nicest ladies that I’ve had the pleasure of dealing with. Always smiling, always positive which makes taken care of them as a client an absolute joy! Thank you for allowing me to share an opinion.

Carl Victor Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money. Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either. Carl and Joan Victor

sheila moran At the Winter Park office, the Financial Advisers actually LISTEN to me - my concerns and goals are addressed quickly and in ways that I can understand.

LaLa V Reyna Vázquez was a great representative. Reyna assisted me in all my needs and was extremelly helpfull and knowledgeable of her work. I would also like to point out that she cares and assists you to the best of her ability. Reyna went on and beyond to ensure all my questions were answered.