Bradenton, FL Financial Planner

Phil at Paramount Tax is great. He is very cautious and competent tax professional, and he helped me and my wife a lot during a year where we had a little bit more comple ... more

Adam was another great resource of Paramount Tax & Accounting! The expertise here is absolutely amazing these guys are always a huge help and a wealth of knowledge in the ... more

I just enjoyed opening my financial accounts with Amanda at Ameriprise. I am confident that I am in good hands with her and her entire team. The Lakewood Ranch office is ... more

Provides investment management and financial planning services to all clients. Highly professional and qualified team.

Been with these guys for years...professional and fun

Excited to learn how to help solidify my future goals. Edward Jones has an amazing reputation. Solid company. We are eager to work with Allen.

(Translated by Google) Excellent attention, professionalism and details (Original) Exelente atención, profesionalismo y detalles

I reached out to Gardner and Sherrill Wealth Management because his practice is local to me and the many positive online reviews. Gardner took the time to listen to my l ... more

Extremely unresponsive. Multiple emails that were never returned. Had to call the office multiple times a week to get anything done but despite this I was met with minima ... more

Taylor Alt was so great at explaining financials to me. He was patient and a great listener.

If I could leave a 0 I would!!! My business partner and I were in the building meeting a client and were not aware that each suite had reserved parking, we thought the lo ... more

Permanently closed

Very professional. Great financial services

Horizon helped me get the best deal for auto insurance, when the rates went up. The agent Sally was super informative and walked me through options I was unaware of, so g ... more

Andy and his team are fantastic!

I have been with Eva several years now. She is always willing to explain options and I never have to be concerned about my finances and any changes she wants to discuss a ... more

I didn't have an appointment, but they were able to see me within fifteen minutes.

Friendly staff. Only a minute wait.

The manager needs to go, no clue about customer service. Three times I needed a favor and to each they said no. Banks used to court customers, this bozo considers custome ... more

Love this place! #FOC

Peace of mind, pure and simple; that is the benefit of working with David. As full retirement looms for me, David and I have a strategy that essentially has created a pen ... more

Brian Lamone works for Alliance America. Brian has always been quick to respond and very knowledgeable of many aspects of the services they provide. Marilyn Murray

Brian Zeitz of Monarch inspires total trust. I believe his integrity and competence are without question. My present and future economic well being is in his hands. That ... more

Rude, not helpful and worse yet dishonest. Will consider other financial places of business. They don't mind wasting time as the branch manager doesn't really care about ... more

Had my time wasted,set appointment to see how I could get a FHA to get into a house,called me a couple days later and lied about running my credit report twice over "hard ... more

Installed all brand new atm's this month!

Drive up atms make banking easy. You can deposit cash or checks and withdrawal money

I had a very disappointing experience over the phone with Alba Tapia. Extremely sassy, when I asked to speak with her supervisor she claims she is the supervisor and ther ... more

The local office is great but the main office in Missouri wouldn't return my calls! My mother passed away recently and trying to get a Statement of her account is like pu ... more

He manages a property however the property is a mess. Every government agency in the area is involved at this point. They don't care and I doubt they will contact the o ... more

Extremely courteous experience.

Every single time I come to this bank theres an issue. The people inside are mostly friendly but the ATMs are pretty much useless. They have two of them, which youd think ... more

Horrible, lobby is closed with no staff. Ive been a Bank of America customer for 15+ years and have never seen anything like this regarding NONE of the 7 BOA locations ar ... more

Experienced, compassionate and very knowledgeable staff. Truly a "one stop shop" for all your financial and life planning needs.

I love this bank.They have help me so much.