Garcia Family Wealth Management at Morgan Stanley - Sarasota (FL)

Moree Leatherman Luis Whu has become my financial advisor this past year and I am very grateful for his expertise in my behalf. Luis is the advisor that I trust with my financial decisions. He explains every recommendation to me and answers my questions with patience and empathy. My assets have grown under his professional leadership. I will gladly recommend LullaWealth Financial to my family and friends.

Amber Knoff The Best Customer Service! Open on Saturday’s Lobby & Drive-thru. Big Truck friendly drive-thru!

Michelle Forehand Jeremy is wonderful! Not only is he professional, he genuinely cares about you as a person. He has helped me with my finances and with my business. He is trustworthy and has the utmost integrity. So thankful to be a client….highly recommend!

Johnathan Grandage Highly recommend Cassedy & Company. Richard met with us several times and thoroughly explained options. Very professional and courteous. He helped us set-up life insurance, an investment account, and navigate an IRA rollover. Along the way and since, Richard always provides excellent customer service and is easy to work with.

barb grob Curry Blackwell has been my CPA for many years & has always done an excellent job! Hes quick to respond, honest, knowledgeable & brilliant. Hes actually, saved me thousands of dollars, by knowing the law & stopping me from making costly mistakes! And, he doesnt nickle & dime his clients! I whole-heartedly recommend choosing him for excellent, efficient accounting & financial planning services! Thanks, Curry. Youre The Best!

KingOfGods.Studio Ive been banking with regions for years. Im probably their worst customer. Thanks for having my back on the very important bills I couldnt afford. Thanks for saving my business from crashing over and over again. Not just a bank but a friend. Definitely the Best Bank In Town.

Lana Peters TrustWell equals peace of mind. Partnering with TrustWell to help manage and optimize our financial investments in our retirement years has proven to be a smart decision...and valued blessing. The TrustWell Team, especially advisors Bradley and Brett, go above and beyond - customizing and monitoring all aspects of our financial well-being...always, with our best interest at the forefront. At the core, we trust and value the expertise, experience and integrity of TrustWell and its advisors, especially as a faith-oriented team. We whole-heartedly recommend TrustWell.

Javed Kapadia Soren has been managing my finances for several years and I am truly impressed with his deligence and professionalism. He always listens to my needs and someone I can trust. I highly recommend Advanced Wealth Advisors.

Katherine Hansen An extremely competent and compassionate staff. Great job Kelly and Wayne! I highly recommend Northwestern Mutual to help you manage your finances.