SCH Financial Group, LLC. - Naples (FL)

Bill Martin Sounded like he new what he was talking about. Transferring my accounts to him.

Taylor Jay This was my first year going to Chandler Financial and I am so glad I did. She was beyond professional and made everything easy. Her and her team were very knowledgeable and made this years tax process seamless. I filed confidently knowing I was in good hands! Thank you so much Chandler Financial! I will be back.

Jason Galitsky I have trusted Ben Prescott with my financials for the better part of two decades. Ben’s counsel has always been appreciated. None of his staff are aggressive or push certain decisions which align with their personal financial mindset. I trust Ben with my financial future, and am happy to consider him a friend as well as my financial advisor.

Brandon Chavis I had an excellent experience with BHG Financial. The pre-approval process was fast and straightforward, and they made the entire funding process very simple and painless. Special thanks to Loan Manager Chance Bradley, who was transparent, patient, and professional throughout. He explained everything clearly and ensured I felt confident at each step. I highly recommend both BHG Financial and Chance Bradley for anyone seeking funding.

Barbara Preis I felt very safe and well taken care of. The staff was amazing and polite. I’ll be returning. Thank you Sarah-you are amazing!!

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Anita Williams I have been a member with Penfed for over 30 years and have never been to a branch before. After this experience, I am grateful that I do not have to repeatedly do this! I came in person to make a cash deposit. WOW! One teller ...and shes slow like molasses going up a hill. There were seven of us in line with her and although there was another person servicing the drive thru, that lady didnt even see fit to ask to service the next person in line. Where is the customer service? Didnt give one star because she was polite when I was finally served. This is not rocket science! Since you are not equipped with personnel to service more than 2-3 persons, a system needs to be in place to avoid persons, especially retired older people to stand for over 30 minutes in a line. You have all of these chairs. Simply, have a numbered ticket system so we can sit & wait. I see why your reviews are so terrible.