Broad Reach Wealth Management - Sarasota (FL)

Joe 10 years later, and it’s just as fast, Brittany is just as quick and helpful, she needs a promotion. I love this place.

Melanie Bocock Beane Atkinson took care of my dads accounts and now mine for several years now and I am very pleased with the level of service and attention that I have received. Garret is very knowledgeable and a pleasure to work with.

Beth Brenkman Still waiting 30 minutes after a scheduled appointment with Joyce who is working with other people. No notice was given and were just sitting here. Will update review after we are seen/if we are seen. Update: As far as tax preparations go, it was excellent. Joyce is friendly and knowledgeable. Im still not happy about waiting and there was technical problems with paying our fees at the end. 2020 update. Back again and had the pleasure of working with Joyce, again. She helped us with the new W-4s and figuring them out. Highly recommend H&R Block and Joyce is invaluable. I hope we have the pleasure of doing business with her for a long time.

America Perez 1st time going and we were in and out, didnt even have to take a seat before our number was called. The lady who helped us was really nice and explained everything. We got there a little after 9:30 and left before 10:00. My new favorite spot lol.

mark lewis Jon knows his investment strategy to fit the investor.

Stella Quinn I was worried about my bad credit, but the direct lender bad credit service approved me with fair terms. The process was smooth and I received the funds quickly, which really helped me out during a tough time.

Juan Salomon I have had an account at this branch for over 8 years and they have always provided excellent, fast and clear service to all my needs, especially my Account Officer, Mr. Wilson Roldan, who has always been patient in guiding me through everything related to my accounts. I definitely recommend this bank.