Venice, FL Financial Consultant

Brian is the one to see when you start your financial planning. His background, training and kindness enable him discuss deeply your plans and goals. He performs all the ... more

Met with Joni M. Good meeting. Answered questions. Happy with my plan.

Positive: Professionalism, Quality, Responsiveness, Value

Customer service was outstanding ! Bonnie is very professional, knowledgeable and very passionate . Thank you for the great advice .

James is very Knowledgeable, compassionate and understanding to ones needs whether it be a few hundred to start or thousands to start with. He is my Financial advisor and ... more

100% as good as it gets. Linda has taken care of my family for years and I can't imagine where we'd be without her. Big thank you to Joni and the whole team. If you're ... more

Chad is about the worst person you could ever get financial advice from. If you don't make over $100,000 a year, expect to be berated and belittled. Chad is the most unpr ... more

Lyndi is an expert on tax services. She did my husband's business taxes and shared with us tax strategies we didn't know of and saved us a lot of money!

Working with Scott at Modern Woodmen was great and SIMPLE. He thoroughly went over each detail reguarding available options for my family and I. The initial meeting never ... more

Chris Eaton is very knowledgeable and helpful. He helped my sister obtain quality coverage at a competitive price. I refer everyone I know to Chris for Life and/or Heal ... more

We were reluctant to retire, thinking we may not have enough money to live on. Joe Mastroianni has been excellent to work with. He literally handled everything for us. It ... more

Very professional and knowledgeable.

From my experience Scott Pinkerton and staff are experienced, knowledgeable and trustworthy. They have demonstrated caring and individual attention for my wellbeing and f ... more

This is the worst insurance company. Don't let something happen to you in the middle of the night on the road. No help. Absolutely no help. I regret signing up big time. ... more

Outstanding Reps. who knows how to advise and EXECUTE!!!

After my wife and I had our children, we decided it was time to get our finances in order. We were concerned about retirement planning, 529 education planning, and budget ... more

Bank of America just keeps backsliding. Stop the Insanity. Another revamp of this location no more teller they call them something else now, one not teller window and 3 ... more

Always ready to help. Actually friendly customer service at counters.

All ATM' should, by law, list how much you can take out per day!