Ben and his partner, Hunter at Crestmark Wealth, have been an absolute asset to me and my various businesses. They've even provided services to my clients and friends alike. While I've worked with other financial advisors in the past, I genuinely appreciate Ben and Hunter's modern view and approach to all financial matters. Using Crestmark as the quarterback, I have also received referrals to various subject matter specialists in all things regarding tax planning, insurance products, and much more. I genuinely appreciate their ability to be client-first, data-first, and for genuinely taking the time to explain some rather complex financial matters, not only so I understand them, but more importantly, how I can leverage the plan to make the most of it and the resources they provide.

We started with Ben when he was with another company. He made a change to another company to offer his same services with less fees to his clients. He handled the switch-over and took care of all the details. Ben is honest, fair, and very understanding. States his case yet lets us make our decision. Wouldn't choose anyone else. I have a real connection with him, and a great deal of respect.

I can’t say enough good things about Ben Batiste and his team. I’ve worked with other advisors in the past and as an engineer, I always felt like I understood my financial plan and investment structure pretty well. After sitting down with Ben, I quickly realized there were things I didn’t understand nearly as well as I thought I did. Ben took the time to walk me through my plan, explain what was wrong and more importantly, explain why certain changes were needed. He helped me understand why reallocating my plan and restructuring my investments made sense for my situation, rather than simply telling me what to do. What really stood out to me was how clearly and patiently Ben explained everything. I never felt talked down to or pressured. I came away from our conversations feeling much more confident and informed about my financial future. Ben and his team are truly exceptional. Based on my experience working with multiple advisors over the years, I can honestly say that Crestmark Wealth Group stands out. I’m incredibly grateful for the guidance and expertise they’ve provided and would highly recommend Ben and his team to anyone who wants a thoughtful, knowledgeable, and personalized approach to their financial plan.

I grew up not knowing much about finance, so finding a financial advisor I could truly trust was difficult for me. I wanted someone who would take the time to explain things without making me feel overwhelmed or uncomfortable asking questions. That’s exactly what I found in Ben Batiste. Ben has helped me learn more about finance and understand how to manage my money with confidence. He has taken the time to explain where I should be growing my money and, just as importantly, why. Because of his guidance, I now have a financial plan that I understand and feel really good about. One of the things that means the most to me is that Ben is now also working with my grandson. He was in a similar position to where I was, needing someone to educate him, guide him, and help him get started on the right path. Seeing the progress he’s already made has been incredibly exciting for our family. Ben has a genuine gift for teaching and making financial planning feel approachable. I’m grateful to have found someone I can trust with my financial future and who is helping the next generation of my family as well.

I had worked with other advisors in the past and often felt like they didn’t have the time or willingness to really explain things to me. Working with Ben Batiste has been a completely different experience. Ben took the time to understand my entire financial picture, including my real estate portfolio and investments, and helped me bring everything together into one cohesive plan. He also helped me identify ways to reduce my tax exposure and structure my investments so I could grow my wealth more efficiently. What really stands out about Ben is that he has the heart of a teacher. He doesn’t just tell you what to do, he takes the time to explain the why behind it and makes sure you actually understand the plan. I finally feel like I have a clear strategy for where I am today and where I want to go in the future. I’m very grateful for the time and attention Ben has given me and would absolutely recommend him to anyone looking for an advisor who genuinely takes the time to educate and help his clients.

After years of paying Fidelity to manage my retirement accounts, I still did not have one person I met with regularly, or any real direction about what was going on with my money. I had also recently divorced; my husband had handled all of our finances. I was ready for something different. I came across Ben Batiste with Crestmark on Facebook, which also made me skeptical. But there was no charge to listen to what he had to say, and I was interested. I’m so glad I did. He met with me personally three times before I signed any sort of agreement; answered all my questions, and addressed my skepticism. He was so thorough; interested in my life, my goals, and every aspect of where my money is going. I couldn’t be happier with my experience. I feel like I finally found someone that has my best interest at heart. In a short time he has earned my trust and confidence. I sleep better at night knowing that my financial future is in his hands, and look forward to working with him through retirement. Highly recommend.

He is passionate about education and sharing the why and the how behind his process and every actionable item. Ben is flexible with my ever changing schedule and is always kind and patient if I have questions or need additional information. He’s truly looking out for my best interests financially and personally

clear instruction. on time good listerner

Working with Ben has been one of the best decisions I have made for my family. He helped us with generational wealth, tax planning, and retirement planning, and he took the time to truly understand our situation before recommending anything. What sets him apart is his depth of knowledge and how much he genuinely cares. He educates you every step of the way so you actually understand your own plan. Never once did I feel like he was looking out for anything other than my best interest. If you are looking for someone trustworthy, knowledgeable, and truly in your corner, Ben is your guy.

Ben is exceptional at what he does. He goes above and beyond to ensure others feel informed and empowered. He breaks down complex topics into simple, actionable steps and makes financial planning feel achievable for anyone. His patience, knowledge, and genuine care make him stand out in his field.

I’ve had outstanding experience with their financial and retirement planning services. They take the time to truly understand my goals and explain everything clearly which gives me real confidence in my financial future. Their guidance has been thoughtful strategic and personalized. I couldn’t be happier with the support I’m receiving and highly recommend them to anyone looking for expert financial planning.

Great experience, I knew that Ben and the team were the right fit from the very first intake appointment.

Tax minimization tactics helped me save a lot of money each year.