Lakewood Ranch, FL Financial Services

Great American and even a better man!

Joey is one of the best in the business, hands down. I trust him with my money more than I trust myself. He is extremely knowledgeable about the market, professional and ... more

Glad Mr Casement took over a prior practice , and thanks to the diligence, I learned what I thought was taken care of was not .

Me and my husband have been dealing with Elizabeth Lane for years and she is wonderful. She knows everything there is to know about financial planning, stocks, mutual bo ... more

I'd highly recommend Evan and his team. Highly professional.

Joey is one of the best in the business, hands down. I trust him with my money more than I trust myself. He is extremely knowledgeable about the market, professional and ... more

Yann is a true professional. He works in the best interest of you, the client, and you feel that from the moment you meet him the first time. He is exactly what you shoul ... more

You couldn't ask for a better financial adviser!! Very lucky to have found Ashley! Thank you for all of your help!

This is the second year that Christine has done our taxes and we would definitely recommend her services! She completed our tax return very quickly and was also always ... more

The first time I have been here , kind ladies helping me process a savings bond. Today, I went there to ask a question and no bank tellers for service. One guy was busy i ... more

Chris will work for you and has your best interest at heart. Very personable and understanding to help you reach your needs. I've been with him for years and recommend ... more

Most of the time the service is quick but they are always friendly

Absolutely great having a way to keep my $ tax free and with new kiosks being installed in my area. Easier than ever

Do not use the drive through. I have consistently gotten nothing but horrible customer service, including today where they left me hanging so long with my checks and ID i ... more

Love working with Joe and his team - very knowledgeable and explains things easily. Trustworthy, I always know he has my best interest in line.

Scott is a wealth of knowledge and a breath of fresh air in the financial management community. Every time we sit down and talk, I understand more and more about the mark ... more

I absolutely love Amealia and her work ethic. She is so helpful and educated. She responds quick and gets the job done. I would recommend her as an accountant to anyone w ... more

i got money

Doug Zandstra is the absolutely best CPA I have ever worked with, and I have worked with quite a few over my career - personally and professionally. I gladly give him my ... more

They dont respect your time. Extremely slow lines waiting for people to do lottery. A lady came out of the office to do something at the counter and instead of helping, d ... more

Alin is a wonderful advisor! He truly cares about his clients and gives impeccable advice as a fiduciary.

Convenient location on Lakewood Ranch Main St.

This is our second year using the Purser Group and we have had a great experience so far. Christy and her team do a great job making sure we get all the appropriate paper ... more

Excellent

Kevin Clayton is one of the hardest working and all around nicest guys that you’ll ever meet. He sincerely takes an interest in each and every one of his clients and ma ... more

Cheri and Jay have been great to deal with and have saved us a lot of money, to boot. Incredible service and wise guidance. Highly recommend!!!

We had a few bumps in our business account process, but Tyrell was able to work through all the issues and get us out the door with our shiny new business accounts.

Working with FBIC was a great experience. They were professional and efficient as they helped me evaluate my options and assisted in setting up a retirement rollover. I ... more

Very professional team!

Great team always friendly

I highly recommend this group for your wealth management. Super high trust, integrity and intelligence behind my recommendation.

Walked into the building Ring his doorbell he came out asking what's your problem. Then when I asked what are your services he told me to go away that he's busy.All I wan ... more

Great person to be working with.

Jenny and Felice were incredibly helpful, professional, and efficient.

Robby Spillman became my financial advisor after I attended one of his seminars. He recommended that I invest in an annuity. This involved me taking out a Required Minimu ... more