Outstanding and incomparable customer service!!! Heather took the time to go over multiple plans to suit the needs of my family and even worked around our hectic schedule to make it happen. I...
Heather Bentley - Jaffe Tilchin Wealth Management
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Jaffe Tilchin Wealth Management, located in Tampa, FL, offers personalized solutions for growing, preserving, and protecting wealth while managing risk. Their tailored approach aims to enhance the financial well-being of clients by customizing investment portfolios based on individual financial goals and needs.
Specializing in fee-based portfolio management, Jaffe Tilchin provides independent insurance services, offering a diverse range of risk management programs from over 100 insurance carriers. Their Certified Financial Planners help clients navigate financial obligations, investments, and retirement planning through an integrated approach to long-term financial goals.
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Reviews
Heather is awesome!! She has been my financial advisor for three years now. When she moved companies I went with her because I felt way more comfortable keeping my policy under her then staying...
Heather Bentley is the most sincere and authentic person who also happens to be brilliant with all things money-related! Finding someone who is trustworthy in this industry is not always the...
Heather is top notch! Not only has she helped me, but several of my friends and clients as well as my brother! She really took the time to get a complete understanding of our financial position...
Heather is absolutely wonderful to work with! She truly cares about the industry she works in and about making sure that her clients are educated. She helps you understand why she is advising you...
