Raymond James Financial Services - Harrisburg (PA)

Marcus Kevin was super friendly, very patient when technical issues presented themselves, & meticulous when it came to procedure. He is clearly very knowledgeable of the online services & forms at Diamond. He saved me time navigating between the App & web during account setup. Any issues I encountered he confirmed what I experienced then documented them to improve the next user experience. As an IT professional & manager myself Kevin is the type of person I would invest in keeping with my company if I had any say about. Great work Kevin, you’re a rockstar!

Robert Bickerton Working with Benchhmark Financial Advisors has been a great experience. Their team is professional, knowledgeable, and incredibly responsive. They consistently deliver high-quality results and go above and beyond to ensure everything runs smoothly. Its clear they truly care about their clients and take pride in their work. Looking forward to continuing our partnership!

leka uila I contacted this firm requesting assistance with a financial matter. Apparently, their policy is that they will not meet with anyone UNLESS you guarantee that you will have them file your taxes. While the receptionist was admittedly new, I was told my request would be passed along. I gave the company about a week to contact me to see if they would be able to arrange to meet with me. No contact after a week. My question...how can I assess if I would like them to handle my taxes if they cant even be bothered to have a simple meeting with me where I could get a feel for the way the firm does business. Well, guess I know how they do business since they cant be bothered to follow up on a potential new client.

Ayesha Andrews Shes Okay ...

Jim Great company. Mrs Robinson and rest of staff is awesome. Highly recommend.