Symphony Financial Team - Lake Mary (FL)

Stephanie Vega The staff here is Excellent! Ron and Will are my absolute favorites. They work efficiently and quickly to make sure all my needs are met and that I am happy when I leave. Thank you so much guys, I really appreciate all the hard work you do!

Jeff Been with Bob and team for over a decade. Nice to have someone else tracking details of markets and economic variables we dont have time to monitor.

Angie Myers Me and my granddaughter attend this school for our GED in 2020 to 2021...she was only 16...even 5ho we live in dixie county the teacher Mr. Lewis took his time with us and explained things...more teacher need to be like him...she graduated 2 years before her class in dixie county..,I sadly did not...but I went on and took phlebotomy and than CNA class...Ms. Donna, and the other teacher was soon wonderful with someone as old as me...anyone that takes these classes will be amazed

Don Weiss A customer since 99, I have noticed longer drive thru lines recently and what appears to be fewer employees. As far as service, I never had a problem, and everyone was always kind. (Update:) Recently I needed help with another matter and Jeffrey, Mgr., was more than happy to assist me.

Realestate Destiny Campbell I called because the life insurance company I believe National will not do quote online. It took a while but finally Phil called set up time. The process is long but I’ll update on the price and experience

Debra Hernandez Rosie at this location is absolutely amazing. She always has a smile and is so sweet. It’s always a quick in and out with her. Honestly, the 5 starts are for her

Stephen Woodyard Trent is great! I have always been a DIY investor and Trents insight contributed to my confidence in my retirement plan. He is well versed in technology to analyze and recommend on your holistic retirement plan. I had a bad experience with AUM accounts in the past but,....I converted to Moran to manage my retirement investments going forward. He really cares!!!

Cobb Sheryl “Sheryl” I’ve been with Suntrust for 18+ years which is now Truist. I’ve been very please with all of their services over the years. I just had to take out a small loan to replace my a/c and I had the money in a matter of hours. Lorie Webster is great!

Lisa Riehl My house insurance rates are great they were fast and efficient so far so good