Investing in Sarasota, FL
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14 locations found near Sarasota
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1 North Tuttle Avenue Ste 1, Sarasota FL 34237
“We couldn't be happier with our decision to work with SRQ Wealth! After researching several wealth management firms, we are so glad we chose them. Their team is professional, knowledgeable, responsive, and always available to answer questions or provide guidance. Communication is excellent, and their attention to detail and timely follow-through are greatly appreciated. Most importantly, we have complete trust and confidence in their team. They are truly a pleasure to work with, and we highly recommend SRQ Wealth!”
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229 South Osprey Avenue, Sarasota FL 34236
“I picked Coastal Coin because of the professional response I got when I called to ask some questions. This professionalism was reinforced in the store by their fast and fair evaluation. I would definitely go back there if I had more coins to sell. Highly recommended!”
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1943 Morrill St #1, Sarasota FL 34236
“I have used Beacon Pointe for a very long time for my retirement account. Most importantly, the performance has been excellent and beyond my expectations, but on top of that, it’s just been a real pleasure to work with them. I’ve always gotten an answer whenever I called, and over time I’ve just felt safer and more comfortable. When you’re talking about money that you’ve worked hard for, it’s tough to put a price tag on that. I would highly recommend this company. There’s no question that they truly care about their clients, and they are fiduciaries, so there are no outside interests, conflicts of interest, or anything like that. When I’ve been to their client events, I also get the same feedback from other clients as well, so I know I’m not alone. I would highly recommend them!”
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5720 Fruitville Road, Sarasota FL 34232
“I had a great experience today with Tammy. She was extremely patient and very helpful with helping me refinance my car. I left feeling a weight off my shoulders and knowing I was in good hands because of Tammy. Highly recommend Suncoast Credit Union and everyone is very nice as soon as you walk into the doors.”
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6260 Lake Osprey Drive, Lakewood Ranch FL 34240
“Justin Daley with Aksala Wealth Advisors has been an amazing guide for me as I am a self employed business owner opening up a Roth IRA and a 401k. Justin is patient and kind when answering all of my questions and helping me build wealth for my future! Highly recommend Justin and the Aksala team as well.”
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2201 Cantu Court Suite 102, Sarasota FL 34232
“I've been a client of Sara-Bay Financial for over 10 years, and I can't say enough good things about Ben, Chris, and the rest of their team. From the beginning, they took the time to understand my financial goals, ask thoughtful questions, and genuinely listen before developing an investment strategy tailored to my needs. I initially gave them just a portion of my retirement funds to manage while keeping the rest in bank mutual funds and investments I managed myself. After a few years, I could see they were consistently achieving better results than I was on my own, so I eventually transferred all of my investment accounts to them. More than a decade later, I'm extremely happy with that decision. My investments have performed very well, their fees are competitive, and their team is always responsive and efficient. Even though I live on the other side of the country, working with them has been seamless. The peace of mind and convenience of having professionals manage my investments has been invaluable. I highly recommend Sara-Bay Financial.”
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1605 Main Street, Sarasota FL 34236
“Angelo is by far the best Broker I’ve had my entire life of investing. He has a lot of years in this business of money. His son Mike is also an Advisor and wealth planner. They are both available night or day to take calls and answer questions or move money. The staff at this location are fantastic as well. Very easy to contact which is very very important! I highly recommend Angelo and Mike!”
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100 University Town Center Drive, Sarasota FL 34243
“Jason Wilson at the Charles Schwab branch in Sarasota provided outstanding service and truly went above and beyond in taking care of me. From our very first interaction, he was exceptionally responsive, always quick to return calls and emails, and proactive in keeping me informed. His kind and professional manner made every conversation easy, and I felt that he genuinely had my best interests at heart. Jason’s attention to detail and willingness to explain everything clearly gave me tremendous confidence in the guidance I received. I highly recommend Jason Wilson to anyone looking for a knowledgeable, responsive, and caring professional at Charles Schwab in Sarasota”
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1819 Main St 12th Floor, Sarasota FL 34236
“Julie was fantastic! I really felt like she understood my needs and took action swiftly! Kat also made me feel very comfortable with her plans for my financial future! Highly recommend this team”
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5440 Clark Rd, Sarasota FL 34233
“Chris was awesome. Needed to deal with some account fraud and the Venice PNC wouldn’t give us the time of day. This location is great and provides great customer service. Thanks again Chris!”
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1549 Ringling Blvd 1st floor, Sarasota FL 34236
“A phenomenal branch made up of people who really go the extra mile. The team is attentive, patient and knowledgeable. Matt is the (new) manager, and he's a delight. I wish I knew everyone's name to really acknowledge them; in the meantime, trust me, this is the very best place to do your banking.”
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201 North Cattlemen Road, Sarasota FL 34243
“Happy customer for nearly 20 years. Local office is excellent. 800 number staff is extremely professional and efficient. Low fees. No fee trades. Excellent returns on their mutual funds. Far outperformed other companies I was forced to work with due to my employer, but now that I am on my own, I am extremely happy with my returns.”
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5520 Fruitville Rd, Sarasota FL 34232
“Thank you to Michael. I am not a member of PNC, my family is, but if it weren’t for Michael helping me these last couple of weeks between this Sarasota branch and Bradenton, I would not have gotten what I needed done without him. He really did go above and beyond and made many calls for me and many appointments for me to come in. I can finally have a sigh of relief and weight lifted because of his help. I had customer service hang up on me. I had been ignored at the Bradenton branch and had to leave. But Michael was the biggest help out of this situation. I’m very grateful I got good customer service and support from him. Thank You again, Michael.”
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3275 University Pkwy, Sarasota FL 34243
“I am always treated with respect whenever I go to PNC Bank. They may not have as many locations as other banks, but they make up for it in customer service and competitive rates. This location, and the branch on the Fruitville, I find myself at quite a bit. They all know me and I am addressed by my name. I think we have a strong business relationship built up over the past few years. I also like how they are located inside of Giant Grocery stores up North (I travel to Maryland) and they have extended hours at those locations. Their services fit my needs and I am happy banking with them. I am uploading a photo of their business hours for the location on University.”
