Broad Reach Wealth Management - Sarasota (FL)

issanewday2020 yeah One MAIN is amazing! They have assisted me with my financial needs on several different occasions! I have two successful referrals with the company; consisting of family and a friend. Theresa and Susan have been amazing over the years! They both have been a listening ear to my personal life experiences, well as, my financial needs! Sincerely, A valued customer

Rob Nixon It was a pleasure doing business with the Live Oak branch. Amanda Ulbrich helped us get an urgent transfer completed on the spot even though we were not members of the bank. After taking our paperwork to the Post Office for a overnight package, we returned to the bank and met Roger who signed us up as members. We were very pleased with the service we were given in our time of need. Other banks in town refused to help us. Rob and Kay Nixon

marisa woodworth Mrs. Roni Hayes has done my taxes for the past 5 years, and I will continue to use her for any tax/accounting needs. She is extremely approachable and easy to talk to. If you are looking for clear communication, prompt responses, and a dependable accountant, I highly recommend using Mrs. Hayes at Succentrix!

Jim McClure I would like to commend the entire staff at the Fort Pierce branch for their unmatched professionalism. They always go above and beyond. Amazing attitude every time I go in. I have suggested FCB to several friends and everyone of them have been very impressed. Thanks to the entire crew at FCB Fort Pierce.

dannyp1 Extremely helpful, knowledgeable and friendly,great experience.

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

DeAnne Carter 5 stars is NOT enough! Haley & her staff @ Hometown Jewelry & Loan are absolutely amazing! Haley is one of the most talented jewelry designers and I absolutely adore her. She helped my husband surprise me with a gorgeous custom made 5 carat diamond ring as a “15 year upgrade” from my original wedding set & it is the most beautiful ring I’ve ever seen! The sentiment and meaning behind every single detail in this ring is just perfection! I was a huge fan of Haley & HJL before & had several pieces from them, but now they’re stuck with me for good! I honestly can’t recommend them enough! Check them out on Facebook, Instagram, or give them a call!