Blackston Financial Advisory Group - The Villages, Florida

Blackston Financial Advisory Group: A Comprehensive Overview

Blackston Financial Advisory Group is a highly regarded financial services company located at 8564 E County Rd 466 #302, The Villages, FL 32162. With a strong commitment to providing exceptional financial planning, consulting, and investment services, the company has earned a stellar reputation in the industry. Their phone number is 633-9046, and their website offers a wealth of information and resources for potential clients.

Specialties and Services Offered

Blackston Financial Advisory Group specializes in several key areas, including:

• Financial planning
• Financial consulting
• Health insurance agency
• Insurance agency
• Investment services
• Tax consulting

Additional Points of Interest

In addition to their core services, Blackston Financial Advisory Group offers several other valuable features for their clients:

• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required
• Appointments recommended

Client Opinions and Reviews

With an impressive 4.6/5 average rating based on 25 reviews on Google My Business, it is clear that Blackston Financial Advisory Group has earned the trust and admiration of its clients. One particularly glowing review states, "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, knowledgeable, and compassionate financial advisory group, look no further than Blackston Financial Advisory Group. With their diverse range of services, commitment to accessibility, and outstanding customer reviews, they are an excellent choice for anyone in need of financial planning, consulting, or investment services. We highly recommend visiting their website to learn more about their offerings and to schedule an appointment with their team of experts. Don't miss this opportunity to take control of your financial future with the help of Blackston Financial Advisory Group.

👍 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.