Waypoint Financial Advisors - Key West (FL)

Jean Hugue Dolne It was a pleasure to meet qualified, honest and knowledgeable agent like Patrice at Mariner Finance located at 125 N Congress Ave Boynton Beach. She took time to explain all the steps patiently with an exceptional smile making me feel at home. Thank you Patrice. Jean-Hugue.

Janie Oakeson Chris is great.

amarilys gott I love the way I was treated in the bank. 5 star customer service experience

BenGraybar Their holistic planning shows my financial picture in a way I had not seen. It enabled me to make better financial decisions.

Jennifer Rodriguez I had an amazing experience working with Barbara Gallegos the Sr. Service Center Manager at Suncoast Credit Union in the LaBelle office. She goes above and beyond to make every process smooth, easy, and completely stress-free. Her professionalism and commitment to excellent customer service truly set her apart. Its rare to find someone so knowledgeable and kind in banking with Suncoast feels effortless thanks to her. Highly recommend!

Jennifer Lechner Wonderful team of professionals that are knowledgeable, efficient, patient, personable, honest, and strategic. Anthony and Frank along with Brittany, Jeff and Jimmy will have your best interest in mind when investing and planning your hard-earned money. My husband and I left our last planner due to concerns we had; and after meeting with this team, we realized she invested our money based on her commissions and her interests. We highly recommend this financial planning group. They will make you feel like you are part of the family.