Fidelity Investments - Sarasota (FL)

Sheila Higdon Love the ladies here! Once they spent an hour trying to help me find a cheaper auto insurance quote, they are very friendly helpful people. Always welcome you with a smile and always go above and beyond for you

DUNDEE gouin This company is nothing short than amazing, and Striano Financial Group is first class. They put their clients first in every aspect, and deliver with confidence. If you’re looking to work with a financial advisor, or for a career at Northwestern Mutual look no further. As a career changer I was not well versed in the financial arena, but had a passion for helping the community and to make an impact. At Striano Financial Group you’re able to do just that, and are provided with training to equip you with tools and knowledge to accomplish this calling. The best way I can describe our culture at this firm is in one word family. I say that because family doesn’t always mean that things are sugar coded and sometimes the truth hurts, but whats for sure is that a family will always be your biggest cheerleader and will always want what’s best for you. I’m forever grateful to be given an opportunity to work for Northwestern but more specific to be part of the this special agency the Striano Financial Group.

Ken My wife and I have been using this firm before they moved from Woodbury to Melville. We started with them in 2013 mainly because they are fiduciaries and only charge a percentage of our portfolio. There are only 3 people at the Melville office and all have been together since before we started in 2013. The firm has joined the “Wealth Enhancement Group” to access more financial resources. They have kept us well informed via Emails, phone calls and information progress meetings in their offices. Needless to say we have both been very happy using them.

swampbugy your percentage is high

Ted Gornto Very helpful in taking care of your needs

Heather D Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.

spinney family GREAT service...dropped CV off 2021 taxes last week and they were done and ready today - 15 February