L&M Financial Services - 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.

Tammy D Im very happy with Trustco Bank. I moved my accounts over from a larger bank and I always felt like they never knew who I was. When I walk into the Rinehart branch, Im always greeted by the same friendly faces and they all know me. If youre looking for a neighborhood bank, this branch is great!

Jeremy Ivailo was great to work with! He was very informative and communicated every step of the way! He made my home buying process simple!

Ed Stephan My wife of 57 years has a degenerative disease, and it tears me apart emotionally to see her suffer. It also keeps me very busy tending to her needs. I know she will need Medicare coverage in the near future. However, getting qualified to receive available coverage can be complicated, involving critical limits on funding, accuracy and timing. The Hidden Wealth Solution referred an expert well suited to my situation almost immediately. I am very pleased with their experience and professionalism and I look forward to enjoying the solutions they offer.

Elaine Silver Madison is a smart and savvy financial advisor who can help you set your financial goals and keep you on track.

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.

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.

Oneida Hernandez Hello, good morning, I share with you that I made my taxes with you and I am very grateful because I already received them and in record time, thank you for helping me and blessings to all

Carol This is the best bank for customer service. I started at Chase and they would not help open an account. We walked in and they were so helpful. I have my daughter account at this Regions and they have been great with customer service. Tim was so helpful and so was the manager. They helped a young girl I am working with get on her feet by opening account when she is from out of state. Most banks will not give you the time of day. This one went above and beyond. I have my revolving line of credit through them and they have been great.