Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC - Sarasota (FL)

Crystal Attas Maxine and Jessica have been such a big help! I just moved back to FL and they made switching banks and setting up a savings account for my newborn so seamless and stress free. They are both personable, friendly, and the office is very professional. Highly recommend!

Matt Balboni Working with Scott at Land Home Financial Services was amazing. He was there to help us through the entire process. Extremely easy to talk to and very good at making sure my wife and I understood everything. He was always available to answer any questions we had and trust me we had a lot! He was just a pleasure to deal with.

Giovanni Rossi I was approached by a Coastal Wealth professional while at a restaurant and after a small conversation, I decided to take the meeting. Thankfully I did! Matthew was professional from start to finish and helped me with all of my insurance planning that I had been putting off for years. I plan to continue working with this firm for all of the financial planning needs.

Suncoast DreamTeam If I could leave a 0 I would!!! My business partner and I were in the building meeting a client and were not aware that each suite had reserved parking, we thought the lot was reserved for the building itself. So we leave and a car had purposely blocked one of our cars in. Parked in the middle of the lot. We went to the suite to be greeted with an extremely rude receptionist and some guy in shorts and a t-shirt. First sign of unprofessionalism. They were both extremely rude and gave us an unbelievable attitude. She simply could have parked in the other spot for their office and left a note or could have been more understanding of the mistake... especially for guests of the building. For a financial office thats supposed to be professional and want peoples business, it was very disappointing. Out of the hundreds of clients of ours and we will tell our work colleagues about the experience as well...we will never refer 1!!!! That could have been handled much more professionally.

Eric Im just going to say this, had an issue, and thanks to Tricia Moore, who contacted me right back, my issue was resolved to my satisfaction. Cant say enough about Tricia, but she rocks !!!!!, (UPDATE) This company has gotten bad, went to lease another bike less then a month ago got approved, had to cancel due to some family issues. Went today to lease another bike,nothing has changed in the past month, and was declined. When I bought my previous bike over two years ago, paid it completely off including the end payment, Dont know what happened to this company but there not how they were before

Iesha Wehrley If your company offers Lincoln for benefits DO NOT TAKE IT!! They are problematic from the start. My situation my husband had take short term disability for shoulder tear & bone spurs. Something that requires minimum of 4-6 weeks. We provided the paper work plus updated paper work after he got of surgery that he had bigger tear than they initually saw on the MRI. So the Dr fixes the tear & updates the FMLA paper work. We updated & uploaded. Now we are at risk of not getting paid because they dont know how to do a job. Dont call back after several phone calls , As well icing on the cake the customer service treat you like your dumb.