Xexis Private Wealth, LLC - Lake Mary (FL)

5 /5 Christine Banta: Very kind and explained everything so that I understood what I was doing with my money. Very important! I highly recommend.

5 /5 Myles Saulibio: ⭐️⭐️⭐️⭐️⭐️ - Absolutely top-notch financial planning and insurance help. They go the extra mile, reply super quickly, and check in multiple times. Really feels like theyve got your back! Highly recommend.

5 /5 Wendy Walker: The best financial advisors for retirement planning, building your private wealth and leaving a legacy! They think of everything and they are surrounded by professional colleagues and a network of collaborators that review and take care of everything with the utmost degree of integrity and professionalism. This is exactly what you need to be able to trust an organization with your future finances and retirement strategy!

5 /5 Ileana Miranda: Very professional and attentive team

5 /5 Brian Correia: We have had an enlightening experience using the EASE method. Dan, Deseree and team took us step-by-step at our own pace to build our customized financial plan. Highly recommend!