Baird Private Wealth Management - Sarasota (FL)

Melissa Marco I used to be a member a long time ago ,but then that location was closed . However , we have always been happy with this credit union. My Dad and I went to the Sarasota branch for help with an unauthorized charge from someone trying to take advantage of a senior citizen.Yadiel was so very helpful in resolving our issue and really took a lot of stress off of our plate ! Thank you !

Malcolm Edwards Ashley Deluca and her mortgage team at Crews Bank were excellent to work with on the purchase of my condo. They kept me updated throughout the process, application to closing. They worked within my time certain needs and gave me a great rate. I would recommend Ashley and Crews Bank to anyone needing a mortgage.

Diana Husband I was looking for a fiduciary to do a spot check on my finances and John was the absolute perfect person for the job. He was incredibly prepared, knowledgeable, and provided me very actionable advice and his perspective on where my finances stood, and items I could improve. He provided me the foundation I needed to understand some of the financial principles and helped me understand how to use the tools available to my advantage. His time and skillset was well worth the money and I would absolutely recommend him to anyone and plan to use him again in the future.

Debbie DeCerbo Great to have a true home town feeling bank back in Sebring. Superb service and very professional and courteous staff. I love this bank!!

Nancy Moral I love my bank! The staff are the best and very professional, but with a personal touch. Being local is a big plus for security, and I feel they are always careful and thorough!

Joel Cruz Josh Dueño is a stellar sales person. Very helpful, knowledgeable and made the car buying process easy!

Coach Joe Austin Last week I had a client that needed timely access to business captial to stabilize operations after an unexpected hiccup. Gulfside Business Solutions (GBS) provided same day client intake and within 24 hours my client had multiple options on their desk. GBS is fast, thorough and knowledgable. In addition to financing, they offer a wide variety of business growth services. They are the most cost and time efficient solution that I have ever seen for small business development; a true one-stop shop. Their only concern is what is right for the client, and I appreciate that about their team.