Taylor Financial
Financial Consultant, Financial Consultant
1343 Main St Suite 418 Sarasota, FL 34236Tailor-made financial advice - pun intended! Professional and courteous team
Edward Jones - Financial Advisor: Laura Lynch, CFP|ABFP|AAMS
Financial Consultant, Finance Broker, Investment Service
3040 University Pkwy Sarasota, Florida 34243Laura 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
David J Yarletts - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner, Investment Service
541 N Orange Ave Sarasota, Florida 34236IFS Advisors
Investment Service
6710 Professional Parkway Suite 203 Sarasota, FL 34240Beacon Pointe Advisors
Investment Service
1943 Morrill St #1 Sarasota, Florida 34236I 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
Scharf Group
Investment Service
1516 Stickney Point Rd Suite 101A Sarasota, FL 34231Great team and very knowledgable. I highly recommend!
Investment Financial Services
Investment Service
6710 Professional Pkwy W Suite 203 Sarasota, FL 34240Atlas Financial
Investment Service
7120 South Beneva Road Sarasota, FL 34238Complete Small Business Solutions
Certified Public Accountant, Accounting Firm, Bookkeeping Service
2018 Oak Terrace Sarasota, FL 34231We 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
Edward Jones - Financial Advisor: Ken Garcia, AAMS
Financial Consultant
2601 Cattlemen Rd, Suite 106 Sarasota, Florida 34232Ken 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
Edward Jones - Financial Advisor: Eric Walther, CFP|CIMA
Financial Consultant
1916 Hillview St, Ste D Sarasota, Florida 34239Edward Jones - Financial Advisor: Jeannie M Whipple, AAMS
Financial Consultant
2800 Bahia Vista St, Suite 200 Sarasota, Florida 34239I 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
Gulfside Wealth Management
Investment Service
333 North Orange Avenue Sarasota, FL 34236This is a great community bank with a great group of employees. We couldn't be happier.
Edward Jones - Financial Advisor: Michael Johnson, CFP
Financial Consultant
1819 Main St, Suite 1150 Sarasota, Florida 34236Mike 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
LPF Financial Advisors
Financial Planner, Financial Consultant
2601 Cattlemen Road Suite 302, Suite 302 Sarasota, FL 34232We 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
Edward Jones - Financial Advisor: Austin D Collins, CFP|WMCP|AAMS
Financial Consultant
2426 Bee Ridge Rd, Ste D Sarasota, Florida 34239Positive: Professionalism
Broad Reach Wealth Management
Investment Service, Investment Service
1990 Main St Office 750 Sarasota, FL 34236I am very confident that Al is always working in my best interest and is an expert in his field.
Couture Financial
Investment Service
1800 2nd Street Suite 881, Suite 881 Sarasota, FL 34236Kennon Financial
Financial Planner, Financial Consultant, Investment Bank
1 S School Ave Penthouse Suite Sarasota, FL 34237Highly 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
Fidelity Investments
Investment Service
201 N Cattleman Road Sarasota, Florida 34243I 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
Stacey R. Grad - Morgan Stanley
Financial Consultant, Investment Service
2 North Tamiami Trail, Ste 1100 Sarasota, Florida 34236Edward Jones - Financial Advisor: Morgan L Sommers
Financial Consultant
2201 Cantu Ct, Suite 119 Sarasota, Florida 34232TruVestments
Financial Planner, Investment Service
5391 Lakewood Ranch Blvd N #303 Sarasota, FL 34240Beware 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
Edward Jones - Financial Advisor: Kevin St John
Financial Consultant
2601 Cattlemen Rd, Suite 106 Sarasota, Florida 34232Kevin is attentive and knowledgeable. He has his clients' best interest in mind when advising. I highly recommend Kevin at Edward Jones.
Edward Jones - Financial Advisor: Greg Mills, CFP
Financial Consultant
5250 17th Street, Suite 108 Sarasota, Florida 34235My 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!
SWAN Retirement Strategies
Financial Consultant
2553 Fruitville Rd Sarasota, FL 34237One 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
Janney Montgomery Scott LLC
Financial Consultant
2 North Tamiami Trail, Suite 608 Sarasota, Florida 34236Hammond Asset Management LLC
Financial Consultant, Financial Consultant
1800 2nd St #918 Sarasota, Florida 34236Biggest 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
Wells Fargo Advisors
Investment Service
8595 S TAMIAMI TRAIL SARASOTA, Florida 34238Great customer service
Edward Jones - Financial Advisor: Amanda P DeLaHunt, CFP|AAMS
Financial Consultant
8075 Beneva Road South, Suite 5 Sarasota, Florida 34238Sarasota, FL Branch Office - UBS Financial Services Inc.
Financial Consultant
1819 Main Street, Suite 900 Sarasota, Florida 34236This 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
Wells Fargo Advisors
Investment Service
5374 FRUITVILLE RD SARASOTA, Florida 34232(Translated by Google) Very good bank (Original) Banco muito bom
Wells Fargo Advisors
Investment Service
4794 S TAMIAMI TRAIL SARASOTA, Florida 34231Made 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
Wells Fargo Advisors
Investment Service
6076 N LOCKWOOD RIDGE SARASOTA, Florida 34243Wells 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
Retirement Solutions 4 Life Inc
Financial Consultant, Life Insurance Agency
2230 Greendale Dr Sarasota, FL 34232Great service! Always a pleasure to help people.
The Joerger Group
Financial Consultant
7617 Sanderling Rd Sarasota, FL 34242Quite and great area.
Sage Wealth Consulting, LLC
Financial Consultant
6151 Lake Osprey Dr STE 300 Sarasota, FL 34240Angela 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.
Wells Fargo Advisors
Investment Service
3625 BEE RIDGE RD SARASOTA, Florida 34233Lobby is closed
Wells Fargo Advisors
Investment Service
2891 S TAMIAMI TRAIL SARASOTA, Florida 34239Every 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
Gulf Coast Wealth Advisors: Jeff LaBelle
Investment Service, Investment Service
2033 Main St SUITE 103 Sarasota, FL 34237Jeffrey 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
Sherri Lynn Anderson: Primerica - Financial Services
Financial Consultant, Life Insurance Agency
5602 Marquesas Cir #214 Sarasota, FL 34233Sherri 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
Wells Fargo Advisors
Investment Service
5701 BEE RIDGE RD SARASOTA, Florida 34233Tatiana has helped me on numerous occasions with business and personal banking. Shes excellent and a great asset to the company and community.
Wealth Pro Advisors, Inc.
Investment Service
2381 Fruitville Road Sarasota, FL 34237Fifth Third Securities - Stephen Peloquin
Investment Service
2035 Cattlemen Road Sarasota, Florida 34232White Sands Wealth Management
Investment Service
2732 Coventry Drive Sarasota, FL 34231Forth Wealth Management
Investment Service
3277 Fruitville Rd building F1 Building F1 Sarasota, FL 34237Garcia Family Wealth Management at Morgan Stanley
Financial Consultant
2 N Tamiami Trail UNIT 1100 Sarasota, Florida 34236Very competent, detailed, and the team delivers an engaging experience, and they get it done.....
Mariash Lowther Wealth Management - UBS Financial Services Inc.
Financial Consultant
1819 Main St., Suite 900 Sarasota, Florida 34236This 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
Raymond James Financial Services
Investment Service
6151 Lake Osprey Dr Floor Sarasota, FL 34240Usa Student Debt Relief
Financial Consultant
1412 Pine Bay Dr Sarasota, FL 34231Scam call. Not a real company.