Sarasota, FL Financial Planner

I have been using Baird for about 5 years now. It is so nice to be able to call Jeff or AJ and get an answer to my questions right away. Both are very friendly and helpfu ... more

I travel for work and had a tax return that involved filling in multiple states. I was assured by Steven Darling that this was something they could do. HOWEVER, not only ... more

Professional, competent, friendly

Professional financial advice taking into consideration micro and macro economic factors. 20 years with Reality and always satisfied. 10 out of 10.

Excellent service

My parents and I went to this branch. I had a very good experience. I want to thank Isamary Cantero Perez for helping us. She went above and beyond for us. She is knowled ... more

Never answer the phone, the managers are ALL on drugs! Answer your phone Mann how hard is it!????

The best investor content. Amazing speakers and experts, most content is available easily and free! That's hard to come by these days..

Peter is the worst employee you have. Lazy and do no want to help. He was weird like he was scared interacting with a non white person. I suggest he gets some training an ... more

Calla G. is the best, professional and keeps me sane. My husband and I recently retired, M. L. has made us confident that we have made the correct financial choices.

I went to request an appointment to open an account

I come to this location about once a week, and am usually helped by the wonderful Cathleen and/or Betty with my occasionally annoying requests, and they do it with a smil ... more

Excellent treatment and very friendly colleague Mayra

I was very disappointed in Freds unprofessionalism. I was invited to a seminar and I RSVP that I would be there, and when I showed up on time he said I was not able to at ... more

I have been banking with BMO for approx 3 yrs and it’s been a great experience every time. Great people

1/6/2023 Every time I go the branch on Clark and Honore, I get excellent service. There is only one bank teller window open inside but she deals with customers respectful ... more

I called a BMO location a few weeks ago on Beneva and was told a rep would call me back. No one ever called me back. I decided to try again with a downtown branch and had ... more

Their business practices are at best questionable.They will stop sending you an invoice and then try to make it to be your fault. Beware of them!!!!

Nasty teller, was rude to me more than an hour till closing and she acted like I was inconveniencing her. They also charged me $8.00 to cash a check, one of their checks.