Full Spectrum Financial Group - Sarasota (FL)

S S I have the best Financial Advisor in the city! Highly ethical and a true money manager. When he moved to Wells from a different firm, approximately 95% of his clients moved with him. This in itself is a true testament to his, experience, knowledge, ability and character.

Mark Zintel SP Christine Turpin is a solid insurance pro. The annuity product she provided met my needs and fits perfectly in my retirement portfolio. She is super knowledgeable and there are go games or pressure. The transaction is about you, not them. I will be doing more business here. A+ and recommended!

Jill Lyons I worked with Noelle to purchase my dream boat. She analyzed my finances two years before the purchase to get me ready for the purchase. I am a business owner so I needed prepare my income for the purchase and payoff some debts. I knew the purchase would be more complicated with me being self employed and I really appreciated her expertise. When it came time to make the purchase everything was in order and she made it happen within a few weeks. I expected this to be much harder but she made it stress free and I will be sailing forever grateful for the important part she played in making our dream come true.

Karen Porter It is quite odd that the 1 star review met with Reagan and thought she was a he. I have had her help me with my portfolio for years and SHE is great!

Greg Hulme Nancy Fajans at the ft pierce branch is very courteous, kind, and professional for my bankings needs.

Dennis I have had a Business Line of Credit with Idea Financial for just under a year now. My company was up for annual renewal in a couple of months. One of Idea Financials Client Success Associates, Jorge Soto, reached out to me to inquire about renewing early. I agreed and with his assistance my company was able to receive a huge increase in available credit! Jorge made the process very easy and I would highly recommend Idea Financial!

Abby Gallagher Absolutely fantastic financial planners in this office. They are highly professional and know their stuff. The greatest thing I get out of working with them is a total boost of confidence financially and we all have a great time while doing it. James and his team are so warm and have great senses of humor. Not a dull affair!