Edward Jones - Financial Advisor: Austin D Collins, CFP®|WMCP®|AAMS® - Sarasota (FL)

David Knowlton Have enjoyed working with Brad for many years.

C S Very positive

Syd Michael Finally after 15 years of BIG banks Mrs Breana Boatright has brought back that personal small bank feel with excellent service. I highly recommend First Federal Bank to anyone who is sick and tired of all the others.

I W Great Service.

Fernando Contreras I’ve been investing for many years, but I can honestly say that my experience with Stonebrook Wealth Partners has been exceptional. Their team provides a level of personalized service that’s hard to find these days. They took the time to understand my financial goals and have guided me with wisdom and care. I appreciate their transparency and the peace of mind they’ve given me about my investments. I highly recommend them to anyone looking for trustworthy financial advice.

Keith Jacoby Absolutely exceptional team and process! Above and beyond all expectations. Highly Recommended!!

Jose Bosque We highly recommend Melissa Lilly. We have worked with several loan officers in the past, and we have never met a loan officer as dedicated to the client as Melissa. She found us a great rate using my VA Benefits and assisted us through the entire process of getting our loan.The communication with Melissa was one we have never experienced, as she made herself available to us at any given time. She walked us through the process and made a stressful situation very easy and informative. We HIGHLY recommend her to our friends and family and definitely consider her as our friend!!

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan