Investing in Sarasota, FL
28 locations found near Sarasota
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Investing
9AM - 5PM
6260 Lake Osprey Dr, Sarasota
Investing
“Aksala has stewarded our real-estate sale proceeds and shared 1031 investment options and cash management solutions to our rental management company.A MUCH better paperwork and knowledge experience with higher MM returns than traditional banking solutions we considered.Happy we looked beyond the “bank””
Investing
“After hauling my childhood coin collection thru various states where I have lived, it was finally time to let some other collection enjoy them and add to their collection. The staff at Coastal could not have been nicer with regards to explaining history, researching value of some of my foreign coins and most importantly offering a very fair price for them. It's obvious they enjoy what they are doing and sharing that enthusiasm with others. Rather than try to cover all the aspects of "collecting" or concentrating on gold and bullion, they stay in their "lane" with coins and coin related(banks) items.”
Investing
“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.”
Investing
“Samantha was extremely supportive and professional during our appointment. She answered all my questions and offered assistance throughout the appointment. Very grateful for Samantha’s professional guidance!!”
8:30AM - 4:30PM
2201 Cantu Ct # 102, Sarasota
Investing
“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!!”
Investing
“PNC is great. I am especially impressed that they make debit cards in this branch. Twice I have had the magnetic strip on my card stop working and I got a new card the same day.”
9AM - 6PM
5440 Clark Rd, Sarasota
Investing
“This bank is amazing - the staff are all very friendly, and the environment is inclusive. I had a problem with one of my accounts and the banker who assisted me took her time and made sure I was taken care of and understood what had happened, how to avoid it in the future and also made sure I was well taken care of. I cannot more highly recommend this branch.”
8:30AM - 5PM
100 University Town Center Dr, Sarasota
Investing
“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.”
Investing
“We went to this branch on Fruitville Rd. to open a business checking account. We were greeted as soon as we walked in by a teller. Theresa took us to her office to start the process. She was very friendly, helpful, and seemed to genuinely care. She was not the person who does business accounts so she passed us over to another lady who usually works at the Siesta branch. Madeana was also super nice, and she helped us get our account set up quickly. She explained all of the services available as well. I opened an account at Chase not too long ago and it was over a 4 hour process. Now I'm thinking about switching all of our accounts over to PNC.”
8:30AM - 4:30PM
1819 Main St 12th Floor, Sarasota
Investing
“Calla G. is the best, professional and keeps me sane. My husband and I recently retired, M. L. has made us confident that we have made the correct financial choices.”
8:30AM - 5PM
1630 Ringling Blvd, Sarasota
Investing
“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”
9:30 AM - 4:00 PM
1819 Main St, Sarasota
Investing
“Bank needs to follow procedure and some promotions create confusion and I've been going to many banks in different countries so it's understandable esp their rules and/ promotion change and not all staff knows.Nancy, who helped me was nice and helpful (at least for me- I read many negative reviews but really, it's just typical bank).I do want to say about parking, RECOMMENDING to read this. It's challenging to find parking if you don't know where to go. I went around the block when finally find "Wells Fargo" sign and see "drive thru" asked her where to park. So if you come with vehicle, go to "Links Ave" & "first street". It's inside Sarasota City Center.Go in to the parking garage. Park in the 1st floor, "Wells Fargo customer only" and bring your ticket when you come in to the bank. They will give you sticker, (they pay for it). I went there three times this week so yes I don't want to pay $10 parking fee on top of my gas money beside there is not a lot of street parking and you don't know how long you will have to be there.”
9:00 AM - 5:00 PM
1605 Main St, Sarasota
Investing
Investing
“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.”
Investing
8:30AM - 5PM
100 University Town Center Dr, Sarasota
Investing
“TD Ameritrade is very competitive with brokerage rates and charges compared with the level of personalized service received. We are very pleased with this branch and have recommended it to our friends and family.”
Investing
“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.”
Investing
Investing
Open 24 hours
1549 Ringling Blvd, Sarasota
Investing
9:00 AM - 5:00 PM
1800 2nd St #881, Sarasota
Investing
Investing
“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!”
9:30AM - 4PM
8191 N Tamiami Trail Bldg B1, Sarasota
Investing
9:00 AM - 5:00 PM
1549 Ringling Blvd, Sarasota
Investing
Investing
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“As a young couple that is new to investing and planning for retirement the SRQ is beyond helpful. Karin and her team are patient and thorough. We feel confident knowing our long term financial goals are on track with people who truly care.”