United Capital Financial Advisors - Fort Lauderdale (FL)

Nicholas Blackmore Great guys to do business with. Very knowledgeable and easy to talk to.

Chris Great for walking in the heat

D Shea Always extremely helpful, the staff goes above and beyond to answer questions or give me honest advice even when it does not benefit them in any way. I recently left Wells Fargo as they wouldnt open an account for me with out an appointment. I went to Truist instead and they had multiple employees wanting to help me even though they were very busy. It seemed as if everyone was qualified vs other banks where employees never deviate from their assigned role.

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.

Miss Asap Allison at the Suwannee location next to Walmart was a very big help! She walked me through the process and provided great customer service. She was very nice and my transaction was fast and easy. A great experience overall.

Elizabeth Strange Madison Taylor prepared our return this year. She is very prompt, polite and knowledgeable. She was able to answer our questions. My husband and I really enjoyed speaking with her and wish her the very best. (Starke FL office, not located inside Walmart)

Brian All of the employees at this are courteous & respectful, and i will continue to this branch for my personal & business account.