Coastal Wealth - Sarasota - Sarasota (FL)

Miranda Sharkey Gretchen is wonderful to work with. She is extremely knowledgeable in her field, very personable and gets things done!!! Highly recommended

JUHI SINGH "an all-embracing definition of a great company !!!"

Joshua Dansereau Not sure why there is 2 other 1 star ratings. Doesnt seem fair that they get blasted for not being able to withdraw after a category 5 hurricane that devastated this area. They actually tried really hard to help after the hurricane and put up mobile banking centers right away, there is still one up in Mexico Beach! That reviewer is being ridiculous. Anyhow, never had any problem with this bank in almost 10 years, always courteous and helpful. Weve had business accounts as well and never a problem. Even better, you get that small town service where they know you by name. 5 stars!

TDE This company enabled us to pay off our debt and have hope for the future. I always enjoy meeting and working with their agents and they have a really good customer focus, especially compared to other companies.

mary freis They respond to your questions & there is good customer service.

Kimberly Snow Michael has been my advisor for over a decade now. He is extremely honest and wicked smart. He has invested my money in a way that has grown and given me valuable advice to make sure I live a comfortable retirement. I could not recommend him enough. Over the years I consider him and Heather to be a part of my circle and I feel like the day we met was a blessing.

Gwyn Herstein Top notch advisors who care about you personally and surpass expectations. We highly recommend this firm.