Sarasota, FL Financial Consultant

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

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

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

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

Positive: Professionalism

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

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

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!

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

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

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.

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

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

The worst I went to one of their seminars. It went on for an hour. And then I excuse myself to the bathroom because I had an emergency call. And they kicked me out and di ... more

Love Tammy and her team! They don't quit until they get it right and it's hard to find that sort of integrity these days. I highly recommend them. Thank you Tammy and ... more

Been working with and learning from these experts for years. Friendly and thorough advice and services. Highly recommend.

As a younger couple looking to setup a solid financial foundation, Will and Bill have helped my wife and I tremendously. They have easier many financial worries and we fe ... more

This team is very prompt, professional and patient to answer questions. I have life ins policies they reviewed for me to consider changing to long term care coverage. T ... more

Craig Hill with Day Hagan Asset Management is wonderful to work with. He has so many options to assist his customers in planning for their financial future. It is great ... more