Senior Financial Services - Seminole (FL)

Margaret Rand Do yourself a favor by making an appointment at Altrus Investment Services in Punta Gorda, FL. Sommer ONeil and Bradley Teets are both experts in their field. You will have peace of mind knowing they have your best interests in mind at all times. You wont regret it!

Louise Van Kirk Jamie is the kindest, most caring financial advisor. Never in a hurry and eager to make your needs a reality!

Karolin Zekhtser My husband and I met James for a consultation. We left very happy with the information he provided. Looking forward to working with him.

Leah Holmes Mr. Junior D Corria is not only knowledgeable but also eager to get the policies that best fits your needs . He also treats you like family and not just a number . Honestly we’ve never had a better agent .

Sarah Prince Jennifer and Tommy are very knowledgeable, efficient, respectful, helpful, and personable. I appreciate that they are straightforward and clear with loan details. I am impressed with their quick and accurate execution of work and their elevated troubleshooting skillset. I love their conquer-the-day attitude and energy which creates a positive and comfortable vibe in their office setting. Thanks for your help Jennifer and Tommy!

Wanda Rolley The teller Adrian was a 10 on a scale of 1 to 10 for customer service, he had a great attitude and was so very helpful as could be. I accomplished even more than I thought I needed in the short time that he served me. Hes a great teller. I had a 5 five star experience. Congratulations Vystar for hiring such a good employee

Nate Jackson It is extremely difficult when your account is compromised by an unknown individual(s) and was successful in getting into my checking account and making purchasing for merchandise. This obviously was extremely difficult for my wife and I. It required the cancellation of all my checking accounts including the contact with all of my merchants. I offer all of the credit to my wife along with a special individual from the credit union. Her name is Ashley Smith from We Florida Financial Credit Union. Ashley was successful In assisting in the cancellation along with aiding in the contact of our merchants. She is definitely a special individual and aided in the cancellation of all of our accounts. She is clearly a special person and helped us in definitely clearing this terrible mess that we were in. Thank you Ashley and please continue being that truly special individual that you are. Sincerely, Nate & Pam Jackson

Trent Little Financial security has always been a goal for myself and my wife during our working years. When looking at firms to secure our future it was not the firm that drew us in, but rather the individual we were working with to manage our financial security. Matthew Murphy was and is that person! If anyone is looking for someone they can trust, with their financial future and will help you plan accordingly, schedule a simple conversation with Matt at his office (Benetas Wealth). Have a personal dialogue about where you are and where you want to be in the future. Whatever that may be, Benetas Wealth can help you achieve your financial goals. May God Bless You, Trent and Stephanie Little