LPL Financial - St. Petersburg (FL)

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.

Elson Eric (E_RocK) Never a long wait like the dmv in the big city. I love it.

Lynda Gargano Abby help me make smart decision with my insurance. I would recommend her to anyone that asked.

Gerrid Smith Great wealth advisor in Sarasota! Highly recommended.

Bertonise Exaré I had an amazing experience with Simon! He was professional, knowledgeable, and made the entire tax filing process stress-free. He took the time to answer all my questions, ensured I got the best possible return, and handled everything efficiently. Their attention to detail and expertise truly set them apart. I highly recommend their services to anyone looking for a reliable and trustworthy tax preparer!

Martin Morris Huge Thank You to Hollie and Angie at Blue Coast. My wife and I recently purchased a vehicle and used Blue Coast to finance. Hollie was our loan officer and was absolutely great to work with. She made the whole process seamless and hassle free. We look forward to working with her and Blue Coast for all our future loan needs.