Clear Path Financial - Sarasota (FL)

Joyce Guynup There no bank around with so many friendly people we love our bank

Jamie Burkett Very friendly and efficient staff.

George Morgan Jeffrey at the fort Pierce store was 100% awesome made me feel at home made me feel good he helped me Tasha did the same for us me and my fiance and we will definitely come back here we will definitely send our friends here recommend people here and I will definitely come back because of these two people!!

Antonio Ramirez Good and professional with honesty advise to our financial needs!!! Congratulations,

Cassie Hoy Mr. Corey Sullivan helped me close an old checking account and open a new one- 10/10 will continue to utilize Truist and this particular branch for all my banking needs! He was kind and called me a couple times when pending autodrafts made it more complicated to finally close the old account. Grateful for his help figuring all that out!

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

Sean Barakett Robert Bosch has been my financial advisor since 2021... I wish I had started this sooner. He helps me plan out my finances, manage my money and invest smartly! Highly recommend