Truist Wealth - St. Augustine (FL)

Nathalie Gonzalez I’ve been doing my taxes with this company for many years. Even though I moved to Florida I still do my taxes with them . That is how good and satisfied I am. I definitely recommend this company to others. Great professionalism and service. Oscar and his team are amazing!

Donny Felix Great a service, cares for client!

Roger Pratt Jill Spatola helped me organize my 401k and pension accounts into one simple account that is easy to understand and keep track of. She was able to explain this to me in plain English that made sense! Thank you so much!

Shreya Ishita Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julios deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through his thesis. Julios professionalism, his attention to detail, and his extensive experience instilled confidence. Thanks to Julios assessment, we confidently chose the investment option with the strongest potential for capital return. Were extremely thankful to Julio for his expert help and would highly recommend him to anyone.

Jason Galitsky I have trusted Ben Prescott with my financials for the better part of two decades. Ben’s counsel has always been appreciated. None of his staff are aggressive or push certain decisions which align with their personal financial mindset. I trust Ben with my financial future, and am happy to consider him a friend as well as my financial advisor.