Sage Point Financial - Mt Dora (FL)

Sinold Casimir You feel welcome anytime you walk to the office. They have a great customer service

Dan and Judy Ennis We recently worked with Jason Packo during the purchase of our new home, and we couldn’t be happier with the experience! From start to finish, he was knowledgeable, professional, and incredibly supportive. Buying a home can be overwhelming, but Jason made the mortgage process smooth and stress-free, by taking the time to explain every step, answering all our questions promptly, and helping us secure a great rate. We especially appreciated his honesty, attention to detail, and dedication to making sure everything was handled correctly and on time. We highly recommend Jason to anyone looking for a reliable and trustworthy mortgage broker!

Matt Weaver Full disclosure: My company gets health insurance through Philip Financial Group. My experience with Philip Financial has always been extraordinarily great. Any time Ive had an issue or question they have responded within a day, and have even called the insurance company (they are a broker) to handle a few issues for me. On top of that, Ive recently engaged them for personal financial help/advice. Because my health policy is with them, I was not charged for the financial advice. The gentleman I worked with, Dwight, was very professional and helped turn several financial worries into very achievable goals. I cant speak for their work as far as their money services go, as Ive not worked with them in that realm.

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.