Manasota Insurance & Wealth Management - Bradenton (FL)

Mario Genovese Professional financial advice taking into consideration micro and macro economic factors. 20 years with Reality and always satisfied. 10 out of 10.

David Stephens I cant say enough about the incredible work that Andrew Streeter and Jodee do at Edward Jones in Vero Beach. Their commitment to each client is unmatched, going above and beyond to ensure every detail is meticulously handled, and every question is thoughtfully answered. They genuinely care about their clients’ financial success, and it shows in the quality of their work and the personalized attention they give. If youre looking for a financial advisor who truly has your best interests at heart, look no further than Andrew and Jodee. Their expertise, professionalism, and dedication set a standard that’s hard to beat. Highly recommended

Jorge Morell My wife and I are in local law enforcement and the small retirement we have saved is all we have. After speaking with Stan we knew we could trust him. Stan has been managing our retirement fund for over a year. We are extremely satisfied and happy with what he has accomplished with our money. I would highly recommend Eads Financial Group.

Alina Mekhtiieva Highly recommend TFR & Company! Timur and Shawn are very helpful, knowledgeable. For the last three years they were helping me to file my taxes, just recently they helped me to open a business. Fast service! Friendly staff! Never had any problems with them.

Stephanie Hintzman Matthew Keister is a trustworthy, knowledgeable, and customer-focused advisor. Matthew explained complex matters for my family in an easy-to-understand way, which led to confidence in the guidance provided. Matthew is highly recommended to anyone seeking a reliable, genuine and ethical partner that provides a solid relationship with your families best interests at heart.

Stephen Lombardi Not only does Tom Davies know how to take care of your assets and plan for your future, he himself is an asset to have on your side. His wealth of knowledge and information is invaluable, and I am always amazed by his tips and insights into the financial world. Highly recommend.