Sinclair Financial Group - Naples (FL)

Jillian Ozkara Benchmark was a wonderful place to work both in terms of professional development and culture. I’ve worked for several financial planning and investment firms in the past. Honestly, I have seen so many underhanded activities, such as advisors charging high commissions or selling products clients did not need. The advisors I worked with at Benchmark had integrity. It’s a smaller firm, so advisors are able to work closely with clients and build relationships. The advisors were honest, reasonable, and genuinely cared about each client. If I weren’t a Financial Planner myself, I would consider hiring Benchmark. They look your complete financial picture—they don’t simply sell products like everyone else.

Linda Mendez Jennifer, Leah and Sherry, where do I begin, thank you all for your patience and guidance during this very long stressful process. Jen told me in June if I followed her recommendations she will get us in a home by December. Well today we closed on our home! The entire team has been amazing, exceeding my expectations. I HIGHLY RECOMMEND!

George Morgan Jeffrey at the fort Pierce store was 100% awesome made me feel at home made me feel good he helped me Tasha did the same for us me and my fiance and we will definitely come back here we will definitely send our friends here recommend people here and I will definitely come back because of these two people!!

Brian Kidder My family has been working with Jamie for a few years now and she has been excellent. She is professional, honest and truly cares about the people she advises. She really does have the heart of a teacher in explaining money matters and is very reliable and easy to talk to and get a hold of with any questions. Bergen Wealth Management is the place to go for your financial needs.

Ms. B’s Science and Cats! Jason and the staff always make me feel important and comfortable. I trust his advice and am very satisfied with the many years that I have done business with him.

Ubalner Baez Its been. Over. 20. Years. Sharing. With. Family. Good. People. And. Friends.

Jen Atkins Your spam calls are out of control. Stop filling my voicemail using distant numbers so block doesnt work. Its harassment at this point.

Melissa F Nancy Biddle is one of the most reliable, trustworthy and ethical professionals I have ever had the pleasure of doing business with. She cares about her clients and takes great care of her properties. A wealth of knowledge!