Voyage Retirement Solutions - Lake Mary (FL)

5 /5 ax haddad: The services provided by Liz Baker and Joel Marquez at Voyage Retirement Solutions has been above and beyond exemplary. Voyage came highly recommended by a colleague and after working with Liz for the last few years I can honestly say that she has made an incredibly positive impact on my life. She is a top notch advisor who combines savvy financial knowledge with genuine humanity and compassion. Joel’s expertise in Medicare and health insurance is unsurpassed. He is both conscientious and caring with his research and advice. Contacting Liz and Joel at Voyage has been the absolute best financial decision I’ve made leading into retirement.

5 /5 Cynthia Cowan: Chanel Benham, our Health Insurance Advisor from Voyage, has done an outstanding job advising my husband and I. We retired earlier this year, and she has been professional and thorough in crafting a solution for our health insurance needs. We really could not have done it without her guidance! She gets to know her clients so she can clearly understand their needs, she is timely in providing solutions, and she always follows up. I would recommend her to anyone preparing to retire who needs this sort of guidance. She is a consummate professional!

5 /5 Pat White: After 40 years of dedicated service to both the United States military and law enforcement, I believe I have full understanding of commitment, leadership, accountability, and the resilience of balancing various dichotomies. However; as a valued customer of Voyage Retirement Solutions, Financial Professional “Elizabeth Baker” of Voyage Retirement Solutions is absolutely phenomenal. Elizabeth not only embraces the aforementioned qualities, she exceeded my financial retirement experience, and has made it a more desirable one. Elizabeth preparation both before and during any financial conference is beyond reproach. Elizabeth demonstrates the ability to communicate effectively by ensuring we have a clear and concise understanding of our financial needs through ongoing feedback. Elizabeth ambition to consistently to stay apprised of current financial trends and distinctively explain how it may or may not impact us is comforting. She takes time to offer pro’s and con’s of any financial decision to better suit her customer without feeling pressured. Each time I call, text or email Elizabeth, she answers. When needed, Elizabeth has additional resources to ensure all my financial goals and objectives are met. Elizabeth transparency and computer skills are unmatched. She uses the computer “Screen sharing mode” to ensure clarification and explanation of any unidentified financial languages, which shows she cares. In summary, Financial Professional Elizabeth Baker understands and continues to demonstrate commitment, integrity, core values, customer satisfaction, field-knowledge, reliability, truthfulness, all while treating me and my family members with respect. I’m confident that I have the best service I could possibly have.

5 /5 Robin Lacerenza: ⭐⭐⭐⭐⭐ I have had the pleasure of working with Liz and Daniel for approximately 7 years, and I cannot recommend them highly enough. As a teacher in Seminole County, navigating the complexities of the Florida Retirement System (FRA) can be overwhelming, but Lizs expertise is a game-changer. She takes the time to thoroughly explain everything, ensuring I feel well-prepared and confident about my retirement plans. Her commitment to helping me is truly exceptional—Ive never worked with anyone quite like her. The trust I have in Liz made all the difference in my retirement planning journey. If youre looking for knowledgeable and dedicated support, I wholeheartedly recommend Liz and Daniel!

5 /5 Yvonne Thomas: I have had the pleasure of working with Chanel Benham & I have enjoyed working with her. She is very knowledgeable about what she’s doing and very patient. I’ve had to reach out to her several times to get clarification and she’s always accepted my call in the most professional manner . if you need someone to work with as far as Medicare & life insurance she was exceptionally good to work with. She was able to break things down to simplify so that it was easier to understand. Thank you Chanel for your professionalism & patience. It has been a pleasure to meet & work with you.