Keywords: osaic wealth inc fl

Osaic Wealth, Inc. - DeBary (FL)

Address: 🏡 3003 Enterprise Rd, DeBary, FL 32713
Phone : +1 (386) 668-1393
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJJ4yJVhoR54gRD7Zu4FurrQA
#Florida

Price Financial Services

DCG Price Financials has been our financial advisors for 20 years and Im so thankful. We have been living comfortably in retirement and will not have any money problems for as long as we live. Cindy is very professional and trustworthy. Her team is very hard working and will give very good advise. We highly recommend their service.
5 /5

Dias Wealth

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.
5 /5

Wells Fargo Advisors

Regions Bank

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.
5 /5

Sintelle capital llc

VyStar Credit Union

NSG AintNoSeek Farhana- was so helpful an kind an a pleasent to talk with today. She was efficient with going over documents to make sure things was correct very very help an I appreciate her service.
5 /5

Priority Credit Union

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.
5 /5

Bank of America (with Drive-thru ATM)

Lisay Alonso Debbie was very professional,kind knowledgeable, and went above and beyond to help me .Her dedication to ensuring a smooth and efficient process. I felt valued as a customer and confident in the decisions I was making. I highly recommend her assistance to anyone looking for outstanding customer service. Thank you for making this experience seamless and pleasant!”
5 /5

Benetas Wealth

Trent Little Financial security has always been a goal for myself and my wife during our working years. When looking at firms to secure our future it was not the firm that drew us in, but rather the individual we were working with to manage our financial security. Matthew Murphy was and is that person! If anyone is looking for someone they can trust, with their financial future and will help you plan accordingly, schedule a simple conversation with Matt at his office (Benetas Wealth). Have a personal dialogue about where you are and where you want to be in the future. Whatever that may be, Benetas Wealth can help you achieve your financial goals. May God Bless You, Trent and Stephanie Little
5 /5

Christian Financial Resources, Inc.

Bob Reid It was a blessing working with Jerod and Nikki. They did a great job of refinancing our church loan. May God continue to use CFR in His service.
5 /5
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