Richard Brown Investments at Brown & Haught Financial - Fort Myers (FL)

Anderson Shantia “TIARENEE” Everything was explained very well and I greatly appreciate the information that was given to me very helpful to my family

Katie McCollum Scott Cox at Manasota Insurance & Wealth Management was super helpful when my auto insurance was leaving Florida- he was proactive and let me know they were leaving, and found me new coverage. Not only that, but added coverage that I needed that I didn’t previously have, for the same price as I had been paying. He is very thorough and knowledgeable.

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.

Talia Banks Has been helpful throughout my whole journey with them, staff is amazing supper sweet. Has always been as fast a they could with getting me the information I need.