Baird Private Wealth Management - Sarasota (FL)

Leonard Bivola Watch your assets.

Mo Austin I absolutely loved the staff!! Ms. Allende was very helpful, kind, and professional from beginning to end. They informed me of every step of the way. I would recommend this to anyone of help with your loans you will not regret it.

Gemechis Tolu I recently visited Trust Bank in Gainesville and experienced a disappointing level of customer service from one of their employees. Despite maintaining a polite demeanor, I was met with condescension by a larger Caucasian woman, who seemed displeased that I hadnt emailed ahead regarding a $400 petty cash withdrawal. This encounter left me feeling belittled and disrespected. While I have left a 5-star rating as I dont wish to negatively impact the banks overall rating, I believe its important for management to address this issue. I suggest providing anger management training and perhaps considering a role better suited to her strengths. Thank you for your attention to this matter.

Nick Crum Working with Kurt was great. Highly recommend him and Evolution with financial advising and helping me set up my will.

Meg Butler Greg was recommended to us by a local realtor to discuss potential capital gains from the sale of a home. We found him to be very knowledgeable, direct, and easy to talk to; afterwards we decided to utilize him for our personal taxes. He was very prompt, and again explained everything to us in a way that was easy to understand. We highly recommend him for your business and/or personal accounting needs.

Paul Schaefer I would like to express my gratitude for outstanding costumer service recently received over the phone and in person. I had hundreds of papers to copy, be organized and transferred to a usb drive. My interaction with Shawna was amazing and my request was completed with absolute accuracy. What an awesome business to have in our community!