Blackston Financial Advisory Group - The Villages, Florida

Introduction to Blackston Financial Advisory Group

Located at 8564 E County Rd 466 #302, The Villages, FL 32162, United States, Blackston Financial Advisory Group is a reputable financial services company that offers a wide range of solutions to meet the diverse needs of its clients. The company can be contacted via phone at 3526339046 or through their website at blackstonfinancialgroup.com.

With a focus on financial planning, financial advice, health insurance, insurance services, investments, and tax advice, Blackston Financial Advisory Group has established itself as a specialized firm in the industry. The company's commitment to delivering exceptional customer service has earned them a stellar reputation, as reflected in their 4.6/5 average rating from 25 reviews on Google My Business.

Specialties and Services Offered

• Financial Planner: Offering guidance on wealth management and retirement planning, Blackston Financial Advisory Group helps clients make informed decisions about their financial future.
• Financial Advisor: Their team of experts provides personalized financial advice tailored to each client's unique needs and goals.
• Health Insurance Agency: With access to a wide range of health insurance options, the company assists clients in finding the best coverage for their needs.
• Insurance Agency: They offer various insurance services, including life, auto, and home insurance, to ensure clients are well-protected.
• Investment Service: Blackston Financial Advisory Group helps clients build and manage investment portfolios to achieve their financial objectives.
• Tax Advisor: Their team of professionals provides guidance on tax planning and compliance to minimize clients' tax liabilities.

Additional Information and Services

In addition to their core services, Blackston Financial Advisory Group offers convenient online appointments and on-site services. The company is committed to accessibility, providing a wheelchair-accessible parking space, entrance, and restroom. It is recommended to book an appointment in advance to ensure the best possible service experience.

Testimonials and Feedback

Blackston Financial Advisory Group has received high praise from their clients, with many highlighting the team's professionalism, knowledge, and exceptional customer service. One satisfied client noted, "The Blackston Team is amazing. Helpful, professional, friendly, knowledgeable, and provide great customer service. We love David's frequent video updates of information. Love Dot's phone enthusiastic greeting, 'how can I make your day better' We wish the entire Blackston Team a fabulous year Kyle and Sam (Samantha) have been fantastic to us."

Final Recommendation

If you are seeking a reliable and knowledgeable financial advisor, Blackston Financial Advisory Group is an excellent choice. With their commitment to personalized service, extensive expertise, and exceptional client reviews, they are well-positioned to help you achieve your financial goals. We highly recommend visiting their website, blackstonfinancialgroup.com, to learn more about their services and schedule an appointment today.

👍 Reviews of Blackston Financial Advisory Group

James N.

5/5

The Blackston Team is amazing. Helpful, professional, friendly, knowledgeable, and provide great customer service. We love David’s frequent video updates of information. Love Dot’s phone enthusiastic greeting, “how can I make your day better?” We wish the entire Blackston Team a fabulous year! Kyle and Sam (Samantha) have been fantastic to us.

Dan R.

1/5

It gives me no pleasure to write this review. My first introduction to Blackston was spring of 2022. We were looking for professional help to advise where to place our retirement savings to provide a safe and reasonable rate of return on our investment. We were advised to invest in Fixed Index annuities with expected annual returns of 4.5 to 5.0 percent. Having no experienced with this type of investment we followed Blackston's advise and agreed to invest approximately 1/2 of our liquid assets into 4 separate 7 year fixed index annuities. We were quite content with this advise until the anniversary of our first year when we learned the annuities did not make a single distribution because the returns were tied to the S&P 500 and did not achieve sufficient returns to pay a distribution to the policyholder(s). Admittedly our mistake was to rely on the advise of Blackston and not thoroughly review each contract that was confusing, complicated and impossible to understand by a non professional. As it turned out our chance of making a return on these contracts are slightly better than winning a jackpot at a casino. We estimate we have lost at least 15% of our estate in one year considering both the loss of a distribution and inflation and, the likelihood of any distribution in the future is dismal as well. As a result we have decided to cancel the contracts, pay an expensive early surrender fee and get back control of our money. The Blackston family are very nice and decent people but, in our case were very poor advisors. For this reason we cannot give more than one star for this firm.

Rod M.

1/5

Great people and very nice. Was quoted a rate for fees. When paperwork was to be signed, very different fees were in the contract and then was told a varying story about fees associated with annuities. Very misleading. Watch the fine print and totally understand what your signing including fees being paid and/or collected.

Emma L.

5/5

I’ve been with Blackston for several years and I continue to feel pleased and confident with their services. They will brighten your day.

James M.

5/5

Excellent team of professionals. We've been with Blackston over 10 years. Always helpful and great support

JOSEPH W.

5/5

It's always a pleasure to call your office. Everyone is cordial,
polite and professional. Better yet, it's great to see everyone,
especially my friend, Dot.

Sharon W.

5/5

Can’t sY enough about how wonderful and caring this financial group is. They treat you as if you’re part of their family and put your interests above all else

Ginny C.

5/5

These guys really have your best interest to heart. Very good and will accommodate your schedule. Thank you everyone.