The City of Starke, Florida - Starke (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.

Duane Hogge Not only was Jessica friendly on the phone she made me feel comfortable enough to open up to her and allow her to present whst she had to offer. After listening to her speak to me about the different plans and answering my questions I chose the right plan for my needs. She will be my go to person when I have Medicare concerns. Very professional, Very courteous, well spoken and very knowledgeable. Thank you Jessica for a great experience.

ellen dunn My husband and I transferred our account to Tom Jones 2 years ago and couldnt be happier. He is a true professional. He has guided us with a budget and goals to keep us on track for retirement and does quarterly visits to discuss our progress. I highly recommend him as a Financial Advisor.

Timothy Lanno owen