Strong Point Financial, Inc. - Orlando (FL)

5 /5 Penny Phipps: Bonefish was a great location and the staff very pleasant. They were a great partner for Strong Point Financial. The presentation was focused and unhurried. You were able to digest most that was said as numbers is not my thing. For a serious subject matter, Cory kept you attentive with his examples and the way he presented it. He made it clear he was not selling anything, and you did not get that feeling, only that you were being educated. So many things are left on the table when you are initially being set up for retirement and you are just told the basic.

5 /5 Celine Hall: Ive been with Strong Point Financial for 2+ years. Ive worked with several other financial firms over the years and Strong Point is a cut above the rest. They offer one-stop shopping as they include tax, will and trust preparation, in addition to estate planning. Theyre very professional and work together seamlessly. Ive been very pleased since I started using their services. And of course, I cannot forget to mention the beautifully crafted charcuterie trays provided for each meeting :)

5 /5 Lisa Case: Awesome telephone conversation with Derek. He was very personable and answered all my questions. My meeting with Cory went better than expected. He is very knowledgeable and gave us some great advice. Thank you!

5 /5 Esther Whitehead: My husband and I have had very good experiences every time we have had appointments with the Strong Point Financial team. Everyone has been very professional and responsive to our needs. We have been able to speak with Chance Robinson on each occasion and he has been able to answer any questions we have had. The whole team has been great and a pleasure to work with.

2 /5 Michele Pratts: The discussion was somewhat informative but could have a bit more detailed step process. Was told I would receive a copy of life insurance policy for review and if I had question reach out for answers. That was on August 15th 2025; to date 919/25 I still have not received any documents for review. I have called at least four times to Chad/Alex and messaged Cory and still nothing. Spoke to Jada 4/5 times and was told she would send email to Chad that I was was still waiting for the papers. Still nothing. Everyone speaks politely and a very good game but theres no action backing up the words on what I requested.