Marc Breuer - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner, Investment Service
1819 Main St Ste 240 Sarasota, Florida 34236
Joanne Fabec - RBC Wealth Management Financial Advisor
Financial Planner
1819 Main Street, Suite 1100 Sarasota, Florida 34236
Brady Pedler - RBC Wealth Management Financial Advisor
Financial Planner
1819 Main Street, Suite 1100 Sarasota, Florida 34236
Martin Moore - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
1819 Main St, Ste 1002 Sarasota, Florida 34236
Hilltop Securities Inc.
Financial Planner
1990 Main Street, Suite 741 Sarasota, Florida 34236Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
1819 Main St, Ste 1002 Sarasota, Florida 34236
Edelman Financial Engines
Financial Planner, Financial Consultant, Investment Service
6151 Lake Osprey Dr Suite 313 Sarasota, Florida 34240
SRQ Wealth
Financial Planner
1 N Tuttle Ave Suite 1 Sarasota, FL 34237We are fairly new to SRQ Wealth, but from every contact point with them, they have been consistently knowledgeable, helpful, organized, professional, and kind. We look fo ... more
Sarah Lodge - RBC Wealth Management Financial Advisor
Financial Planner
1819 Main Street, Suite 1100 Sarasota, Florida 34236Matt Edwards - Financial Advisor, Ameriprise Financial Services, LLC - Closed
Financial Planner
7188 Beneva Rd Sarasota, Florida 34238
Richard Gress - RBC Wealth Management Financial Advisor
Financial Planner
1819 Main Street, Suite 1100 Sarasota, Florida 34236
Financial Freedom, LLC
Financial Planner, Financial Consultant
6151 Lake Osprey Dr Third Floor Sarasota, FL 34240Stephen Gross - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
1819 Main St, Ste 1002 Sarasota, Florida 34236
John Sharp - Ameriprise Financial Services, Inc.
Financial Planner, Investment Service
2831 Ringling Blvd STE 219, Ste F-219 Sarasota, FL 34237Darrell Hannaseck - Ameriprise Financial Services, Inc
Financial Planner, Investment Service
240 S Pineapple Ave #100, Ste 100 Sarasota, FL 34236Phillip Roy Financial Services
Financial Consultant, Financial Planner, Insurance Agency
6800 Professional Pkwy W #1 Sarasota, FL 34240I haven't met anyone who knows more about annuities and retirement solutions like Phil Wasserman. He's a genius!
Micah Keel - Ameriprise Financial Services, Inc
Financial Planner, Investment Service
240 S Pineapple Ave #100, Ste 100 Sarasota, FL 34236Woody Wolverton - Ameriprise Financial Services, Inc
Financial Planner, Investment Service
240 S Pineapple Ave #100, Ste 100 Sarasota, FL 34236Bruce Lang - Ameriprise Financial Services, Inc.
Financial Planner, Investment Service
240 S Pineapple Ave #100, Ste 100 Sarasota, FL 34236Bianca Echtler
Financial Planner, Investment Service
1819 Main St Suite 1100, Suite 1100 Sarasota, FL 34236Martinsen Financial Consultants - Ameriprise Financial Services, LLC - Closed
Financial Planner
3554 Recurve Cir Sarasota, Florida 34240Northwestern Mutual Sarasota - Manatee
Financial Planner
2601 Cattlemen Rd Sarasota, FL 34232Russell helped me with my life insurance, he is one of the best i have ever dealt with. not only did he listen to my concerns and future goals but did not try to sell me ... more
HD Money, Inc
Investment Service, Financial Planner, Investment Service
3322 Bee Ridge Rd Sarasota, FL 34239We sat through a handful of presentations with other financial planning companies to decide where to put our money. We chose HD Money because this group was different fro ... more
J Michael Reynolds - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
2831 Ringling Blvd, Ste F-219 Sarasota, Florida 34237Patrick Cummings - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
1819 Main St, Ste 1002 Sarasota, Florida 34236Gulfside Wealth
Financial Planner
333 N Orange Ave Sarasota, FL 34236Caldwell Trust Company
Investment Bank, Financial Planner
27 S Orange Ave Sarasota, FL 3423620+ years of 5 star management by Lee Thacker
Graham Capital
Financial Consultant, Financial Planner
1991 Ringling Blvd Sarasota, FL 34236We have been with Graham for over 2 1/2 years. During that time they have provided sound and dependable financial advise leading to positive returns. Additionally, the ... more
Scharf Group, LLC
Financial Planner, Financial Consultant, Insurance Agency
1538 Stickney Point Rd #101a Sarasota, FL 34231Great team and very knowledgable. I highly recommend!
Barcomb Asset Management, LLC.
Financial Planner
7093 S Tamiami Trail Sarasota, FL 34231RBC Wealth Management Branch - Sarasota
Financial Planner
1819 Main Street, Suite 1100 Sarasota, Florida 34236John Letourneau is extremely informed on trends in the the stock and investment market. Absolutely someone to begin the conversation with if you are interested in creatin ... more
Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
3303 S Tamiami Trail Sarasota, FL 34239Friendly staff is the only reason I could give 5 stars
Wells Fargo Advisors - Brad Hagerman
Financial Planner, ATM, Insurance Agency
333 S Pineapple Ave Sarasota, FL 34236Freeman Financial
Financial Planner, Financial Planner
1 S School Ave STE 402 Sarasota, FL 34237As an attorney practicing in Manatee County, I have had the privilege of working with Freeman Financial with clients for several years. Jamie Freeman and all of his staff ... more
Walsh & Associates
Financial Planner, Financial Planner
2350 Fruitville Rd #201 Sarasota, FL 34237Highly impressed!
Fiduciary Wealth Advisors
Financial Planner
2801 Fruitville Rd #160 Sarasota, FL 34237Scott is an incredibly intelligent person with high morals. It's a real plus having a tax attorney as an investment advisor. His knowledge crosses over many areas and h ... more
Derek Ober - CFP? - Financial Advisor - Northwestern Mutual
Financial Planner, Financial Consultant, Life Insurance Agency
2601 Cattlemen Rd Sarasota, FL 34232Matt Kopfhamer made disability insurance easy to understand. I am so glad I met with him. I know my family will be taken care of now. I highly recommend Northwestern M ... more
Famiglio & Associates - CPA Firm
Accountant, Bookkeeping Service, Certified Public Accountant
1634 Main St Sarasota, FL 34236Cliff Peek, you are one hundred percent correct. I am surprised that he is still around. Though not surprised that he still treats people like that. Shame on you, Geo ... more
Global Express Financial Services
Financial Planner
1841 S Tamiami Trail Sarasota, FL 34239Great experience
Phillip Wasserman Insurance
Investment Service, Financial Consultant, Financial Planner
6800 Professional Pkwy W #3 Sarasota, FL 34240Isn't this the guy indicted on federal charges of fraud? How does he even still have a license but I keep getting spam about his webinars? Buzz off low life!
Phillip Wasserman Insurance
Investment Service, Financial Consultant, Financial Planner
6800 Professional Pkwy W #3 Sarasota, FL 34240Isn't this the guy indicted on federal charges of fraud? How does he even still have a license but I keep getting spam about his webinars? Buzz off low life!
Kelly Irvine - Aflac Insurance Agent
Financial Planner
4480 Golden Lake Dr Sarasota, FL 34233She was extremely helpful and so very nice. I'm glad it was her who took my call!
Knudsen & Associates, Inc.
Financial Planner, Financial Consultant
1990 Main St, Ste 750 Sarasota, FL 34236I have known Leslie for 10+ years and she is the best. She has always been available to help me make the best decision at different stages in my life. I am approaching ... more
Christopher Nicholson - TIAA Wealth Management Advisor
Financial Planner
6151 Lake Osprey Drive, Suite 300 Sarasota, Florida 34240
Carroll Bailey | Eagle Financial Solutions
Financial Planner, Accountant, Service Establishment
Serving Sarasota, FLPhillip Roy Financial Consultants
Financial Planner
6901 Professional Pkwy E Sarasota, FL 34240I wouldn't trust anyone else. Phil Wasserman really knows annuities better than anyone!
Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
8111 S Beneva Rd Sarasota, FL 34238Absolutely horrible experience. I cashed my check from my other account. 2700, funds held until 4 days later. No problem. They made a little amount available and I had sp ... more
Brian Valach - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner, Financial Consultant, Investment Service
2477 Stickney Point Rd #123b Sarasota, Florida 34231
Fifth Third Private Bank - April Smith
Financial Planner
50 Central Avenue, Suite 760 Sarasota, Florida 34236Platinum Planning, Inc.
Financial Planner
534 South Pineapple Avenue Sarasota, FL 34236Russ Williamson will give you the best, most trustworthy help for your investments. He is brilliant.
