Financial Legacy Advisors - Lake Mary (FL)

Victor Montalvo Ben and Shane are surprisingly good at what they do! I recently attended one of their financial seminars and was floored! Im pretty well educated but they opened my eyes to so much and made it super simple to understand. Sitting with them one on one is equally as refreshing. They take their time explaining stuff and demonstrated genuine concern. Get your retirement and investments planning together with Ben or Shane at Financial Legacy Advisors.

Adam Nancy Rosario is amazing! She is so helpful, knowledgeable, fast, efficient and kind. Ive been a customer for 27 years. She has been amazing for the whole time she has been at my branch in lake mary.

Cyrus Winget Colleen is incredibly helpful, friendly and personable! She offered me great recommendations, being new to Florida, treated me very well at the branch to set up my new account. Greeted me with a smile and sent me off with a smile, that’s customer service! Thank you!

Doug Dagenais Hello, my name is Doug and I wanted to share a couple of thoughts with you. This comes from a slightly different viewpoint than normal. I am not a client, however I am an outside vendor who services sensitive information for Insight. I have daily dealings with multiple branches for Insight as well as their competitors. Everyone is quick to offer up a harsh word or two if something isn’t perfect, but as a society we need to get back to offering a kind word when deserved. That’s what I’m here to do. The Insight branch located at 501 Currency Circle in Lake Mary has within its walls some of the nicest ladies that I’ve had the pleasure of dealing with. Always smiling, always positive which makes taken care of them as a client an absolute joy! Thank you for allowing me to share an opinion.

David Forero Love this branch and love this bank. Staff is surprisingly kind and friendly. Thanks guys!

Patricia Dillman Recently I was in a bind regarding paperwork for our taxes. It was truly going to take me days of forensic accounting to do my project. Then Doug and Jarrod came to my rescue… instead of days, they gave me the information I needed within minutes. This banking team is priceless. They are what a banking experience should be … caring, knowledgeable and efficient… I can’t give this branch a high enough rating. Any poor ratings on this site had to be with some other group because these people are fantastic!

Ronna Nuzum I am extremely pleased to be a member of Scheirer Wealth Management. During the COVID-19 crisis, Andrew called me to keep me updated on market issues and my retirement account. Due to his management skills, I was pleased to learn I had not lost a single cent during the market downfall. I was quite impressed as to what great foresight Andrew has regarding the market and the wise choices he makes with the investments. Andrew’s knowledge of the market is astounding and I feel very fortunate and gratuitous to be a member of Scheirer Wealth Management.

Patrick Harmon We refinanced our car loan and had a smooth experience working with Angelique. She was very friendly yet professional in walking us through the pile of paperwork and saved us a significant amount of money with a lower interest rate and offering a much less expensive extended warranty. Highly recommend!

Tina Poyser Janiqua was a jewel in helping me ti obtain this loan! She has a very beautiful personality & very friendly. I thank her so much!!