Blackston Financial Advisory Group - The Villages, Florida

Address: 8564 E County Rd 466 #302, The Villages, FL 32162.
Phone: 6339046.
Website: blackstonfinancialgroup.com.
Specialties: Financial planner, Financial consultant, Health insurance agency, Insurance agency, Investment service, Tax consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 25 reviews on Google My Business.
Average opinion: 4.6/5.

Location of Blackston Financial Advisory Group

Blackston Financial Advisory Group is a renowned financial services provider located at Address: 8564 E County Rd 466 #302, The Villages, FL 32162. The group has established a strong presence in the financial industry, offering a wide range of specialized services. With an impressive Phone: 6339046 and a user-friendly website blackstonfinancialgroup.com, reaching out for professional financial guidance has never been easier.

The company's areas of expertise include financial planning, financial consulting, health insurance agency, insurance agency, investment services, and tax consulting. These comprehensive offerings ensure that clients receive well-rounded and informed advice to help them make the best financial decisions for their unique situations.

Several features make Blackston Financial Advisory Group an even more attractive choice for potential clients. With the convenience of online appointments and onsite services, scheduling a consultation is flexible and accommodating. The office is fully equipped with wheelchair accessible facilities, including an entrance, parking lot, and restroom, ensuring a comfortable experience for all clients.

The group values its clients' time, and appointments are required, although it is recommended to schedule them in advance. To date, Blackston Financial Advisory Group has received 25 reviews on Google My Business, with a high average opinion of 4.6/5. This impressive rating reflects the company's dedication to client satisfaction and its expertise in the financial industry.

Reviews of Blackston Financial Advisory Group

Blackston Financial Advisory Group - The Villages, Florida
James Norman
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.

Blackston Financial Advisory Group - The Villages, Florida
Dan Roberts
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.

Blackston Financial Advisory Group - The Villages, Florida
Rod McKinney
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.

Blackston Financial Advisory Group - The Villages, Florida
James Molitor
5/5

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

Blackston Financial Advisory Group - The Villages, Florida
Emma Lov
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.

Blackston Financial Advisory Group - The Villages, Florida
JOSEPH WOODS
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.

Blackston Financial Advisory Group - The Villages, Florida
Ron D'Agata
5/5

Nicest and most professional group of people.

Blackston Financial Advisory Group - The Villages, Florida
Ginny Caswell
5/5

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

Go up