Brannen Bank - Brooksville (FL)

Sandra Smith Friendly service with a Smile

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

Cleophas Sanders Awesome come invest your money, for the blessings youve been thinking about...

Eric Johnson Hello, I want to give you some history dealing with Dan Novotny with Breeds Hill Wealth Management after 12 years not including my father. My dad steered me in the direction of Dan to prepare for tomorrow. Dan took me under his wing and much as my dad, always you first! 6 Stars.. Thanks Dan.

Jenn Turner James Blume is very knowledgeable and goes above and beyond for his clients. He is familiar with current law and ensures compliance with IRS rules & regulations. He works with many of my family members and friends and we are all pleased

Pat Scattolon Ive worked with Merrill Lynch since 2012. They have always been professional, educational, kind, and thorough. They have consistently served me well.

Courtney Heath SRQ Wealth has been a game changer for our family. We had been taking many of the right steps as we plan for retirement and our family goals but Karin, Justin, and the entire team have really helped us level up and plan in a much more fulsome way that is paying off for us both financially and in peace of mind. Not only are they providing great financial advice and investing our funds wisely, they are an active partner, helping us stay on track, which we needed to realize our goals. 10/10 recommend. If you dont yet have a financial planner or yours isnt realizing your goals, you should definitely connect with SRQ.

Jerry Hanley Great group of folks that work hard for their customers. Trustworthy and knowledgeable mortgage brokers.