Sage Point Financial - Mt Dora (FL)

Karen Marcarelli I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him. He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get. Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well. If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!

Rosemary Cantrell Mary and Mario are the best they were super helpful an experience great customer service will highly recommend since 10 out of 10. And the signs directing you in the front are super helpful. You’ll be able to find it with no problems.! exclamation

Robbie Ripoll Monique is top notch. I came into this investment situation with no knowledge. With her professional guidance I am able to comfortably watch my investments prosper. She is always available when I need her...like I don’t think she ever sleeps. Also meetings with her are the absolute best!!!

Darryl Steinhauser No one there and my call was not returned

Sašo Luznar Very friendly staff and good service. Plenty of space to park too.

Marly Excellent service with thorough explanation. We are beyond happy we started taking action on our finances. Eye opening on how easy it is to be fooled by banks and interest rates.We highly recommend Power insurance.

AmeriKraut Ive been a client of Arbor Financial since 2019 and felt totally confident with Jeff Small and his uncanny ability in handling my finances via 401K transfer. So much is in flux concerning our economy today and its so important to select those with the know how to navigate through todays changes as Jeff does. And Jeff knows how to select the best to join his team. I got to know his latest associate, Phong T. Truong who shared with me his background among other things. He has rich insight and I was pleased with what he explained to me concerning my finances since Im now currently retired. You cant go wrong. Arbor is the place to place your finances for retirement!

I W Great Service.

Bonnie o This is my favorite CU. Any issue that Ive had has been quickly resolved. Christian Martinez and Nancy New are respectful and eager to help. They always welcome me and make me feel very comfortable. I really appreciate their assistance and encourage others to join this CU. I have been a member since the 1980s and have kept my account with them even while living in Seattle and Philadelphia. Love them!