Seacoast Bank - Sanford (FL)

Tran Ngan I’ve been working with Elizabeth for over 8 years now, and I can confidently say she’s one of the best in the insurance business. We’ve been through a lot together—multiple policies and assets—and she’s always been incredibly responsive, proactive, and helpful every step of the way. Elizabeth truly takes the time to find the best deals and coverage options, and she does it quickly and efficiently. I really appreciate her dedication and expertise. Highly recommend her to anyone looking for someone reliable and trustworthy in the insurance world!

Jamaal Gill Ali was a pleasure to work with I’ve needed insurance for a while but wasn’t sure how it worked and who is trustworthy but he made it so simple for me and found the perfect options for me. He’s responsive and friendly I recommend him to anyone who needs life insurance!

Cole Harper I have had an incredible experience working with Brickell Capital. Margo is very fast, professional, and knowledgeable in getting back to us on our deals. Thank you for all of your help. I highly recommend!

Ken My wife and I have been using this firm before they moved from Woodbury to Melville. We started with them in 2013 mainly because they are fiduciaries and only charge a percentage of our portfolio. There are only 3 people at the Melville office and all have been together since before we started in 2013. The firm has joined the “Wealth Enhancement Group” to access more financial resources. They have kept us well informed via Emails, phone calls and information progress meetings in their offices. Needless to say we have both been very happy using them.

Andrew Riddle This is a fantastic education facility. It is capable of teaching several different classes. It is also a first class meeting facility.

Gerard Kelly I have been a client for the past decade, very respectful and responsive. I also appreciate that they turned me on to the wealth tracker app, very user friendly. I will be sticking with these guys for a while

Jen Aguilar Popped in yesterday because we needed something notarized. We bank online and havent used the lobby in years. Greeted quickly and very politely, but then had to wait over 30 min for 1 stamp because we watched the only notary in the building take a new client to set up a new acct. Everyone knew we were there for 1 stamp. Our interaction with her was very pleasant, but literally 2 min. Manager directing clients had a man who only spoke Portuguese come in- he was determined to get him to leave several times by giving him a card with a phone number to call. The man dug his heals in and used a translator app. All he needed was help logging into a new devise and eventually figured it out. Great staff for the most part! Could use some common sense in directive traffic with only 1 notary on staff. And be kind to those who just need an extra minute of your time.