Raymond James Financial Services - Fort Myers (FL)

Meg Butler Greg was recommended to us by a local realtor to discuss potential capital gains from the sale of a home. We found him to be very knowledgeable, direct, and easy to talk to; afterwards we decided to utilize him for our personal taxes. He was very prompt, and again explained everything to us in a way that was easy to understand. We highly recommend him for your business and/or personal accounting needs.

Lori Lechner I spoke with Jennifer today. She was super friendly and very helpful with my questions, as well as providing me details of my account. I have been working with this company for 13 months and have settled 3 of my accounts at the simplest of ease on my part. We are working on getting account #4 settled and maybe another one added. But, as I said, Jennifer assisted me with ease and made it worth the 20 min hold time! I would recommend this company for anyone trying to get credit card debt settled.

Sarah Cacic Drew has been our financial advisor for 13 years and there’s truly no one better. He takes the time to figure out your family dynamic and what’s best for you long term. His advice has been invaluable, and I would recommend him to every person I meet. He helped us tremendously in both our personal and business financial endeavors. There is no debate, Drew Allen is hands down the best.

B Harrison Hands down Chris Soud is one of the finest CPAS in this area.

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.