The Benefits Advisors - Milton (FL)

Ron Zimmet I have had the opportunity to work with Chay Stewart for many years. I have always been extremely impressed with his ability to navigate the complex and ever changing financial markets. If you are looking for someone who is trustworthy, will give you personal attention and will look after your financial interests above his own, look no further than Chay Stewart.

Angie McInnes Working with Jeff Nielson to ensure achieving our financial goals has been a wonderful experience. Jeff is accessible, though, and knowledgeable. He has helped us to have confidence in our plan. We appreciate Jeff’s sincere desire for our success. We highly recommend Jeff to steward your financial future.

Kim Carroll Since joining this bank 6 months ago, we have had nothing but great experiences! We are always treated with excellent customer service by the friendly staff who go above and beyond for their customers!

Carrie I have been banking with Eglin for almost ten years. I will forever bank with this branch for their great car loans, and mainly Terri Joe or TJ! I remember when I was 19 and struggling to get a car loan and she walked me through the whole process. I’ve since gone back and gotten two more cars because of her! Always thankful for her help and advice!

alice Landrum Nilsa is the best! She went above and beyond to meet our needs! If you are in need of funds, come see her!

Stephen Kirk Choosing Life Planning Partners was the single best decision I ever made. For less than half of what most strictly "financial advisors" charge, LPP does this in addition to long term healthcare planning, tax planning, cash flow planning/analysis, insurance reviews, assistance with estate planning, etc; LPP is essentially a "full service" lifelong planning resource with full knowledge of aforementioned services. They have fully and completely researched investments depending on your risk tolerance level and have provided me instant answers to my frequent inquiries. LPP has earned my trust and allowed me to "take the worry away and enjoy life". They are more than a bargain for the myriad of services provided!

Kelvin Blue Top notch service, extremely knowledgeable, great customer service. From the moment I walked in and throughout. I strongly recommend to anyone in need of financial services.

Edd Varmo Great attention to clients, always take their time with their customers and make you feel comfortable though every process youre going through; either is taxes, financial services or even immigration. They speak English and Spanish which also helps. Absolutely no complaints. Keep on with the good work.

Amanda Mason Highly recommend this bank. The people are super friendly and helpful plus it’s not the typical bank. Private atmosphere and cozy. Great office