( 16 Reviews )
Taylor Financial Logo

Taylor Financial

Financial Consultant, Financial Consultant

1343 Main St Suite 418 Sarasota, FL 34236
Vinny Minutolo

Tailor-made financial advice - pun intended! Professional and courteous team

( 12 Reviews )
Edward Jones - Financial Advisor: Laura Lynch, CFP|ABFP|AAMS Logo

Edward Jones - Financial Advisor: Laura Lynch, CFP|ABFP|AAMS

Financial Consultant, Finance Broker, Investment Service

3040 University Pkwy Sarasota, Florida 34243
Judith Bodenweiser

Laura Lynch of Edward Jones Saved my financial life! She took me on as a client after my own financial planner disappeared. I have never been so impressed as with her pro ... more

( 1 Reviews )
David J Yarletts - Financial Advisor, Ameriprise Financial Services, LLC Logo

David J Yarletts - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

541 N Orange Ave Sarasota, Florida 34236
( 3 Reviews )
IFS Advisors Logo

IFS Advisors

Investment Service

6710 Professional Parkway Suite 203 Sarasota, FL 34240
( 16 Reviews )
Beacon Pointe Advisors Logo

Beacon Pointe Advisors

Investment Service

1943 Morrill St #1 Sarasota, Florida 34236
David Bishop

I have known Jim Cooper since he was a 20 something who taught school with me. I always knew him to be smart, optimistic, and ethical. He was a natural choice for me as ... more

( 2 Reviews )
Scharf Group Logo

Scharf Group

Investment Service

1516 Stickney Point Rd Suite 101A Sarasota, FL 34231
Blake Fitz

Great team and very knowledgable. I highly recommend!

( 3 Reviews )
Investment Financial Services Logo

Investment Financial Services

Investment Service

6710 Professional Pkwy W Suite 203 Sarasota, FL 34240
( 0 Reviews )
Atlas Financial Logo

Atlas Financial

Investment Service

7120 South Beneva Road Sarasota, FL 34238
( 10 Reviews )
Complete Small Business Solutions Logo

Complete Small Business Solutions

Certified Public Accountant, Accounting Firm, Bookkeeping Service

2018 Oak Terrace Sarasota, FL 34231
Kristina Robinson

We were hesitant to sign up with Complete Small Business Solutions because it would be first true business commitment. However, we are so glad we did! Everyone is genuine ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Ken Garcia, AAMS Logo

Edward Jones - Financial Advisor: Ken Garcia, AAMS

Financial Consultant

2601 Cattlemen Rd, Suite 106 Sarasota, Florida 34232
Bob Barnes

Ken has been my family's financial adviser for nearly 20+ years. I have found him to be very professional, knowledgeable and a friend. He has saved my bacon a few times a ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Eric Walther, CFP|CIMA Logo

Edward Jones - Financial Advisor: Eric Walther, CFP|CIMA

Financial Consultant

1916 Hillview St, Ste D Sarasota, Florida 34239
( 2 Reviews )
Edward Jones - Financial Advisor: Jeannie M Whipple, AAMS Logo

Edward Jones - Financial Advisor: Jeannie M Whipple, AAMS

Financial Consultant

2800 Bahia Vista St, Suite 200 Sarasota, Florida 34239
Bart Scovill

I have had multiple opportunities to work with Jeannie. She is extremely knowledgeable, professional, and caring. I have no reservations about referring my clients to her ... more

( 11 Reviews )
Gulfside Wealth Management Logo

Gulfside Wealth Management

Investment Service

333 North Orange Avenue Sarasota, FL 34236
M P

This is a great community bank with a great group of employees. We couldn't be happier.

( 9 Reviews )
Edward Jones - Financial Advisor: Michael Johnson, CFP Logo

Edward Jones - Financial Advisor: Michael Johnson, CFP

Financial Consultant

1819 Main St, Suite 1150 Sarasota, Florida 34236
Bart Scovill

Mike has been handling our investments and IRAs for several years. He is incredibly helpful and hands on. He and his assistant, Heather, provide professional and knowledg ... more

( 12 Reviews )
LPF Financial Advisors Logo

LPF Financial Advisors

Financial Planner, Financial Consultant

2601 Cattlemen Road Suite 302, Suite 302 Sarasota, FL 34232
Pam Fore

We have been clients of LPF for 10+ years. Kris is very knowledgeable and helpful. He takes the time to explain everything to us. We feel very comfortable having him as ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Austin D Collins, CFP|WMCP|AAMS Logo

Edward Jones - Financial Advisor: Austin D Collins, CFP|WMCP|AAMS

Financial Consultant

2426 Bee Ridge Rd, Ste D Sarasota, Florida 34239
Christopher Avery

Positive: Professionalism

( 2 Reviews )
Broad Reach Wealth Management Logo

Broad Reach Wealth Management

Investment Service, Investment Service

1990 Main St Office 750 Sarasota, FL 34236
Sonsarae Ronnow

I am very confident that Al is always working in my best interest and is an expert in his field.

( 1 Reviews )
Couture Financial Logo

Couture Financial

Investment Service

1800 2nd Street Suite 881, Suite 881 Sarasota, FL 34236
( 57 Reviews )
Kennon Financial Logo

Kennon Financial

Financial Planner, Financial Consultant, Investment Bank

1 S School Ave Penthouse Suite Sarasota, FL 34237
Scott Smith

Highly recommend Kennon Financial! David has made it so easy to understand how to establish a retirement strategy that works best for us individually. With his help we ... more

( 47 Reviews )
Fidelity Investments Logo

Fidelity Investments

Investment Service

201 N Cattleman Road Sarasota, Florida 34243
Laurie Boyce

I plan on moving my account from Fidelity as soon as I can. When you talked to them your never get the same answer twice. They record all calls but good luck proving th ... more

( 1 Reviews )
Stacey R. Grad - Morgan Stanley Logo

Stacey R. Grad - Morgan Stanley

Financial Consultant, Investment Service

2 North Tamiami Trail, Ste 1100 Sarasota, Florida 34236
( 0 Reviews )
Edward Jones - Financial Advisor: Morgan L Sommers Logo

Edward Jones - Financial Advisor: Morgan L Sommers

Financial Consultant

2201 Cantu Ct, Suite 119 Sarasota, Florida 34232
( 3 Reviews )
TruVestments Logo

TruVestments

Financial Planner, Investment Service

5391 Lakewood Ranch Blvd N #303 Sarasota, FL 34240
sharyn mccormick

Beware of the come on for dinner at capital grille. I darted across town to get to the capitol grill. No parking of course. I was a minute later then when they start. The ... more

( 3 Reviews )
Edward Jones - Financial Advisor: Kevin St John Logo

Edward Jones - Financial Advisor: Kevin St John

Financial Consultant

2601 Cattlemen Rd, Suite 106 Sarasota, Florida 34232
Stacey Havill

Kevin is attentive and knowledgeable. He has his clients' best interest in mind when advising. I highly recommend Kevin at Edward Jones.

( 5 Reviews )
Edward Jones - Financial Advisor: Greg Mills, CFP Logo

Edward Jones - Financial Advisor: Greg Mills, CFP

Financial Consultant

5250 17th Street, Suite 108 Sarasota, Florida 34235
Sonny Bebout

My wife and I have used Greg for the past 3 years and cant be happier with his attention to detail in regards to our financial goals. He is exceeding our expectations!

( 43 Reviews )
SWAN Retirement Strategies Logo

SWAN Retirement Strategies

Financial Consultant

2553 Fruitville Rd Sarasota, FL 34237
Tim Miller

One of the best decisions Ive ever made. Mr Winter is so knowledgeable and easy to work with. Thank you for helping me plan my future. Look forward to many years of work ... more

( 1 Reviews )
Janney Montgomery Scott LLC Logo

Janney Montgomery Scott LLC

Financial Consultant

2 North Tamiami Trail, Suite 608 Sarasota, Florida 34236
( 1 Reviews )
Hammond Asset Management LLC Logo

Hammond Asset Management LLC

Financial Consultant, Financial Consultant

1800 2nd St #918 Sarasota, Florida 34236
Lynne Pittillo

Biggest scammer I've ever come across. I lost Everything due to Mr Hammond's advice. He is nothing but a con man whose only expertise is robbing people of their fortunes. ... more

( 24 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

8595 S TAMIAMI TRAIL SARASOTA, Florida 34238
Dago Quiroz

Great customer service

( 0 Reviews )
Edward Jones - Financial Advisor: Amanda P DeLaHunt, CFP|AAMS Logo

Edward Jones - Financial Advisor: Amanda P DeLaHunt, CFP|AAMS

Financial Consultant

8075 Beneva Road South, Suite 5 Sarasota, Florida 34238
( 2 Reviews )
Sarasota, FL Branch Office - UBS Financial Services Inc. Logo

Sarasota, FL Branch Office - UBS Financial Services Inc.

Financial Consultant

1819 Main Street, Suite 900 Sarasota, Florida 34236
Lynn Clark

This bank has a very large amount of money, in my son's trust. He gets a dividend check , every 3 months. When he has a question or the check doesn't come...he will call ... more

( 20 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

5374 FRUITVILLE RD SARASOTA, Florida 34232
Wellington Vilela lopes

(Translated by Google) Very good bank (Original) Banco muito bom

( 16 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

4794 S TAMIAMI TRAIL SARASOTA, Florida 34231
Marina Scarr

Made a deposit for my boss. One was for cash and one for a very large sum check. Got back to work and realized my envelope only contained a receipt for the cash deposit. ... more

( 21 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

6076 N LOCKWOOD RIDGE SARASOTA, Florida 34243
Tammie Gift

Wells Fargo is not good anymore with the service. We're just move to Florida and we're need to chacon the address on our bank account. But the guy just said go online and ... more

( 2 Reviews )
Retirement Solutions 4 Life Inc Logo

Retirement Solutions 4 Life Inc

Financial Consultant, Life Insurance Agency

2230 Greendale Dr Sarasota, FL 34232
Vicki Guy

Great service! Always a pleasure to help people.

( 1 Reviews )
The Joerger Group Logo

The Joerger Group

Financial Consultant

7617 Sanderling Rd Sarasota, FL 34242
Hero Locksmiths

Quite and great area.

( 2 Reviews )
Sage Wealth Consulting, LLC Logo

Sage Wealth Consulting, LLC

Financial Consultant

6151 Lake Osprey Dr STE 300 Sarasota, FL 34240
Endowment Fund

Angela Wetzig served as Chair of the Endowment Fund for Junior League of Sarasota for several years. She is a wonderful leader and an asset to our community.

( 22 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

3625 BEE RIDGE RD SARASOTA, Florida 34233
Paul Kemp

Lobby is closed

( 19 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

2891 S TAMIAMI TRAIL SARASOTA, Florida 34239
Mike

Every location is closed in sarasota so I had to deposit money through the ATM and it stole 800 dollars make sure you switch banks asap I just found out wells fargo is g ... more

( 49 Reviews )
Gulf Coast Wealth Advisors: Jeff LaBelle Logo

Gulf Coast Wealth Advisors: Jeff LaBelle

Investment Service, Investment Service

2033 Main St SUITE 103 Sarasota, FL 34237
David Bryant

Jeffrey LaBelle is a real find. A financial advisor who listens to you carefully, makes intelligent reasoned suggestions and estabilshes trust by doing what he says he i ... more

( 1 Reviews )
Sherri Lynn Anderson: Primerica - Financial Services Logo

Sherri Lynn Anderson: Primerica - Financial Services

Financial Consultant, Life Insurance Agency

5602 Marquesas Cir #214 Sarasota, FL 34233
Krista

Sherri is very knowledgeable and passionate about what Primerica has to offer! I had a wonderful time talking to her and was left with no question unanswered. 10/10 recom ... more

( 23 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

5701 BEE RIDGE RD SARASOTA, Florida 34233
Stacy Turner

Tatiana has helped me on numerous occasions with business and personal banking. Shes excellent and a great asset to the company and community.

( 0 Reviews )
Wealth Pro Advisors, Inc. Logo

Wealth Pro Advisors, Inc.

Investment Service

2381 Fruitville Road Sarasota, FL 34237
( 0 Reviews )
Fifth Third Securities - Stephen Peloquin Logo

Fifth Third Securities - Stephen Peloquin

Investment Service

2035 Cattlemen Road Sarasota, Florida 34232
( 0 Reviews )
White Sands Wealth Management Logo

White Sands Wealth Management

Investment Service

2732 Coventry Drive Sarasota, FL 34231
( 0 Reviews )
Forth Wealth Management Logo

Forth Wealth Management

Investment Service

3277 Fruitville Rd building F1 Building F1 Sarasota, FL 34237
( 2 Reviews )
Garcia Family Wealth Management at Morgan Stanley Logo

Garcia Family Wealth Management at Morgan Stanley

Financial Consultant

2 N Tamiami Trail UNIT 1100 Sarasota, Florida 34236
Matt Gause

Very competent, detailed, and the team delivers an engaging experience, and they get it done.....

( 2 Reviews )
Mariash Lowther Wealth Management - UBS Financial Services Inc. Logo

Mariash Lowther Wealth Management - UBS Financial Services Inc.

Financial Consultant

1819 Main St., Suite 900 Sarasota, Florida 34236
Lynn Clark

This bank has a very large amount of money, in my son's trust. He gets a dividend check , every 3 months. When he has a question or the check doesn't come...he will call ... more

( 1 Reviews )
Raymond James Financial Services Logo

Raymond James Financial Services

Investment Service

6151 Lake Osprey Dr Floor Sarasota, FL 34240
( 21 Reviews )
Usa Student Debt Relief Logo

Usa Student Debt Relief

Financial Consultant

1412 Pine Bay Dr Sarasota, FL 34231
Eric T

Scam call. Not a real company.

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