Kennon Financial - Sarasota (FL)

Jacob Butler My wife and I were recommended this place last year and DESTIN COBB helped us tremendously! We were able to bring our confusing paperwork over (We are self employed) and He was able to make sense of it all and save us BIG! I highly recommend Destin Cobb to anyone looking for help with their taxes

Steven Heuser For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.

Ronna Nuzum I am extremely pleased to be a member of Scheirer Wealth Management. During the COVID-19 crisis, Andrew called me to keep me updated on market issues and my retirement account. Due to his management skills, I was pleased to learn I had not lost a single cent during the market downfall. I was quite impressed as to what great foresight Andrew has regarding the market and the wise choices he makes with the investments. Andrew’s knowledge of the market is astounding and I feel very fortunate and gratuitous to be a member of Scheirer Wealth Management.

Page Reynolds Very AFFORDABLE and great service. She is freindly ,kind,and helpfull. it was such a blessing to find her to do my husband and Is taxes . She went out of her way recently to help me and print a copy of my w2 . Highly recommend!

Janice Carson I have been a customer of Regions bank for years and have never had any issues with them.They have always been kind and very helpful in every way.I trust Regions bank with my money. They also helped me recover my money when I was a victim of identity theft.I appreciate what they do.

SAL SPA Ten Eyck Financial Services Group has been fantastic to work with! Their team is professional, knowledgeable, and truly cares about their clients’ financial well-being. They took the time to understand my needs and provided clear, personalized solutions. Highly recommend their services for anyone seeking expert financial guidance!

Robert McCausland Needed cash to purchase a van. Synovial is not my bank. My bank is in Indiana. They walked me through the process with a high degree of professionalism. So pleased with them that Im going to become a member of this bank here in Fl.

Reggie Glover Great service

Caitlyn Rivard THE BEST loan officer in Key West! My fiancé and I were first time home buyers when Heather helped us in purchasing our first home! Not only was Heather super helpful throughout the entire purchasing process, but she was so reassuring and quick to respond when we needed her assistance! I am so beyond grateful for Heather! 10/10 highly recommend to anyone looking for a truly incredible loan officer. Thank you so much Heather!!!

Guerra Phillip Great family owned store... Judy Great cashier always a great smile... Mike the manager great person. Always smiles and ready to serve you...