Primerica Financial Services - St. Augustine (FL)

Donna Schmidt Calla G. is the best, professional and keeps me sane. My husband and I recently retired, M. L. has made us confident that we have made the correct financial choices.

Yemi O The team at Stoic Financial display a deep understanding of investment goals and financial objectives and provided tailored recommendations that aligned with my long-term goals and risk tolerance. I appreciate their proactive approach, keeping me up-to-date with market trends to help me make informed decisions. They are professional and genuinely care about their clients well-being. I highly recommend this team to anyone looking for financial solutions that prioritize success and client satisfaction!

diane queen We have been working with Landsberg Bennett Private Wealth Management for many years as our financial advisors and administrators, and they have always been a pleasure to work with. We know we can trust Lew Bennett and his staff with such an important part of our lives, and we are very pleased with their successful track record for us during that time. Their flexible and highly diversified strategies enable us to adjust our portfolio investments to changing situations. They are always easily accessible and responsive to answer questions and provide services.

Shreya Ishita Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julios deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through his thesis. Julios professionalism, his attention to detail, and his extensive experience instilled confidence. Thanks to Julios assessment, we confidently chose the investment option with the strongest potential for capital return. Were extremely thankful to Julio for his expert help and would highly recommend him to anyone.

Brenda Spinella Very bad advise from this Company. Pressured me to sell Home Depot @$77.00, Also Apple at $105.00.Please check and see stock prices now. Corporate did nothing. They took advantage of a Senior. Buyer be ware..

Nathan Hayes Matt has been so helpful, he went the extra mile to get us approved on the right car. Thank you so much!! Highly Recommended!! A+A+

Heather Wheeler I have been so pleased with Cathy and her services for over 10 years!! She the best!!

Trevor Wilson Mr. Eppes is absolutely fantastic to work with! He always takes the time to make sure he is understanding what your goals are and will explain how you can get there through different avenues. His website is one of the best for consolidating all of your information in one place, and it has tools for you to hypothetically plan out different scenarios. 11/10 would recommend!

John Siegwarth Able to answer all of my financial questions, and helped me with outside investments too.