Sage Point Financial - Mt Dora (FL)

Steve Davis I have been a client of Robs for ten years. I trust Rob and his team to completely understand my needs and look after my interests. He is an effective communicator, good listener and adept at explaining current market conditions and the team plans to keep my accounts on track to meet my goals.

Caillouet Louis Best bank ever! Customer service is super.

Austin Wood Great service and nice staff. They were very helpful.

Clifford Mann Very good at helping the people out

Janet Deixler This group pays Individualized attention to clients based upon the clients’ goals, intentions, risk-tolerance and specific special needs. They care about my family on a personal level as well as a financial level. I know others –who had worked with other financial advisors previously--who now use this group and they have been extremely pleased with the care, attention and personalized advice they have received. These people are happy with the sophisticated planning they receive from Nancy, Robert and Aron. Finally, it is comforting that they have multiple generations of planners at Weingard Wealth Management, because we know our family’s financial future has a future with them.

Stacy Burke The one at this location works fine, however I have lost $40 with your machine elsewhere. When it gets jammed.

Q plus 2020 Jason Beutke was priceless. This was my first land purchase and closing and I had so many questions. He always answered my questions. So glad you were at closing to explain and clarify some of the paperwork. Thank you so much!!