find place the Sarah Smith, Financial Advisor - Eagle Strategies?
340 S Beach St #113, Daytona Beach, FL 32114
find phone number Sarah Smith, Financial Advisor - Eagle Strategies 📱?
(386) 275-1322
What Clients Are Saying Sarah Smith, Financial Advisor - Eagle Strategies (GG)
5 /5 Sianne Gendron: Sarah is incredible. She’s so patient in helping to set up, and adjust as needed, my financial goals and accounts. I have referred her to many friends, and they’ve all been beyond pleased with her, and her knowledge. Sarah does a great job explaining options, and any other questions I have. Highly recommend!
5 /5 Cecile Poyet: I had a great experience working with Sarah and her team. She was incredibly competent, responsive, and patient as I navigated the complexities of life insurance. She took the time to explain everything clearly, answered my questions, and made the process much less intimidating. I genuinely appreciated her professionalism throughout. Highly recommend her to anyone looking for a knowledgeable and supportive life insurance expert!
5 /5 K Bolinger: Absolutely great customer service. Sarah is always available when I have a question. Shes always willing to take the time to explain things. I live in another state and this is absolutely no hindrance on her ability to take care of my account. She is great and I would highly recommend her!
5 /5 Zari Case: I can’t say enough great things about working with Sarah Smith. She’s been incredibly knowledgeable, professional, and genuinely caring throughout the entire process of helping me with my estate planning and long-term financial goals. She took the time to understand my personal situation and explained everything in a way that made me feel confident and informed. I’ve already recommended her to several family members and close friends, and they’ve all come back with the same feedback—she’s fantastic. If you’re looking for a financial advisor you can trust, Sarah is the one.
Tolicia Roberts By far best credit union I have ever had . I had the pleasure of working with Alicia . She was super reliable,friendly , knowledgeable, and fast. Customer service is beyond a 10/10.
Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.
Manuel Ramos Lourdes Vasquez was awesome. An amazing job quick and detailed service. I recommend her and OneMain financial services. A blessing from God to have this opportunity. Keep up the great work.
Amanda Ruiz I walked in, I was immediately greeted by a friendly salesperson who asked what I was looking for. They patiently showed me different cars, explaining the features and benefits of each. They werent pushy at all, which I really appreciated.When it came time to talk numbers, they worked with me to find a deal that fit my budget. They explained everything clearly and made sure I understood all the terms. I felt like they really had my best interests at heart. The whole experience was smooth, and I drove off feeling confident and happy with my purchase.
Elizabeth Jepson Nancy is a truly superb advisor. She is extremely knowledgeable, as well as being an excellent listener. Its clear that she takes our concerns and risk tolerance into account. She makes time to explain our investment plan and answers our questions thoroughly. We are very thankful that she was recommended to us as an advisor!