VyStar Credit Union - Lake Mary (FL)

ax haddad The services provided by Liz Baker and Joel Marquez at Voyage Retirement Solutions has been above and beyond exemplary. Voyage came highly recommended by a colleague and after working with Liz for the last few years I can honestly say that she has made an incredibly positive impact on my life. She is a top notch advisor who combines savvy financial knowledge with genuine humanity and compassion. Joel’s expertise in Medicare and health insurance is unsurpassed. He is both conscientious and caring with his research and advice. Contacting Liz and Joel at Voyage has been the absolute best financial decision I’ve made leading into retirement.

Sarah Christine My family and I have been with Trustco for a long time and we love it! Naleisha helps us each visit and it’s always a wonderful experience!

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.

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

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.

Lea Ann Bird Mike is a fantastic advisor! He explains everything in laymans terms. I highly recommend him for your financial needs. He also has a wonderful, friendly staff!