Financial Advising in Sarasota, FL
18 locations found near Sarasota
View Map
Financial Advising
8:30AM - 4:30PM
2201 Cantu Ct # 102, Sarasota
Financial Advising
“A truly exceptional experience with Sara-Bay. A boutique firm with the attentiveness you should expect. As a long-time client, I can attest to the passion and expertise of the firm’s leaders going to work for their clients every day.A huge decision when having a firm handle your personal wealth. You can trust the at Sara-Bay has your best intentions at the forefront of all potential investments.Call them, you won’t be disappointed!!”
Financial Advising
“If your looking for a financial advisor that truly cares about your financial future then look no further. Mark Picchi the person to trust your money to. He patiently explains your options and recommends the ones that best suits your personal needs. He is highly knowledgeable about all the smart ways to manage your money. We have been with him since 2009 and he has guided us through the maze of retirement and our finances. Than you Mark for always being there for us. Ed and Brenda”
Financial Advising
“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 a financial advisor. Over the years he has shepherded my financial portfolio and counseled my financial anxieties to the point where I have seen growth to the point where I now feel I have a comfortable retirement.The transition to Beacon Pointe by this firm looks like a great move. I recently took advantage of Beacon Pointe’s relationship with Chapter Medicare advisors. They provided the same outstanding service I have always gotten from Jim and have come to know from Beacon Pointe.”
Financial Advising
“Erik, our advisor at Taylor Financial, is always available to answer complicated financial questions with simple, easy-to-understand answers. He never tries to sell us a product without first explaining the pros and cons in an honest manner.”
8:30AM - 5:30PM
1634 Main St, Sarasota
Financial Advising
“My wife and I are Canadians who, for the last 30 years have had to also file tax returns with the IRS, in addition to the CRA. We became clients of Famiglio & Assoc. way back then. We were advised on additional business expenses which we could claim in the U.S., and they tracked down a significant refund due which the IRS had ”lost.” Lucy has handled our accounts for (nearly?) all of the time, and we have been very happy with her promptness and helpfulness – even though we must have the record for the smallest account that they have on their books!”
Financial Advising
“There was a time when the customer service was not good, but in a number of recent visits that has all changed. This morning, their office was buzzing, but I still received prompt attention and all of my questions were answered.”
8:30AM - 5PM
1630 Ringling Blvd, Sarasota
Financial Advising
“Laurie Tinnell and her team knows us and guides us daily— if need be. We have increased our wealth consistently— no matter the administration , no matter the market. Consistent growth and peace of mind. I would take a call any day to discuss how she has helped us. M and J Van V”
Financial Advising
Financial Advising
“I deal with their 800 number. They are great and easy to work with. Only reason for the 4 is sometimes they don’t have good broker cd rates. The last year they have gotten me some great rates. Why deal with a branch when you can do it on the phone.”
Financial Advising
“I can only guess that at least SOME of these bad reviews are from a rival Payroll company. My name is Chris and I own Race Ready Auto Repair in Port Charlotte and we have used Paychex for 12 years. I randomly noticed the low ratings and read some reviews and felt obligated to step in and share a positive experience. We use them for Payroll, workmans comp and 401k. We have never had any issues or a bad thing to say about Paychex. Our Payroll is always on time, we get our year end tax info before the required deadlines, always get someone on the phone within a few minutes if not immediately when we call, friendly staff, fair pricing for services. Had I not been dealing with this company for 12 years and saw these reviews, I would be inclined to look elsewhere. However, since I truly have had nothing but an outstanding experience and even turn down other companies when approached for Payroll without even hearing their sales pitch, I believe there is something up here. I have no doubt that some of these reviews are legit but considering the overwhelming amount of poor reviews, I do believe that some of these are fabricated to intentionally harm Paychex reputation. Not cool. PAYCHEX TEAM : KEEP DOING WHAT YOU DO WITH A BIG THANKS FROM RACE READY !!! PS, to the reviewers complaining about their passwords not working, that is your own fault and if there was an issue, it would be for the software developers and not the quality of your Payroll services. Neither Paychex or Albert Einstein can fix incompetence or people that can't take responsibility for their own mistakes.”
Financial Advising
9:00 AM - 5:00 PM
1800 2nd St #881, Sarasota
Financial Advising
Financial Advising
Financial Advising
“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 to see someone so committed to helping families achieve their dreams!”
Financial Advising
Financial Advising
Financial Advising
“We are fairly new to SRQ Wealth, but from every contact point with them, they have been consistently knowledgeable, helpful, organized, professional, and kind. We look forward to working with them well into the future.”