Mariner - Sarasota (FL)

Dolled Up Krissy I have been trusting them with my tax preparation and finances for years. Very knowledgeable and precise. I recommend to everyone I know.

Mike Finnerty Grate service. Really helpful people.

Lindsay Strand Mary and her team are true partners. I credit them with so much more than investing our money. They have done that well. But what sets them apart is their ability to help us make clear plans and then work the execution to achieve the goals. They are accessible, creative, willing to communicate with our accountant and other partners. You will be in good hands with this group.

CZ P The service, personal attention and professionalism at Raymond James Financial Svcs, at The Shoppes of Citrus Hills is outstanding! They are always available and prompt when I call the office, as well as always being available when stopping by the office!

Alex A The best servise I`ve used. When I was in line manager asked me what I want. Then Roberto give me perfect service and explain different of products. I forgot my documents..Roberto wait me to I go to take documents.. I did`t stay in line more)))

Calvin Knowlton Great personal service from Diane - very knowledgable !

Angie McInnes Working with Jeff Nielson to ensure achieving our financial goals has been a wonderful experience. Jeff is accessible, though, and knowledgeable. He has helped us to have confidence in our plan. We appreciate Jeff’s sincere desire for our success. We highly recommend Jeff to steward your financial future.

Stephanie Kapets Highly recommend Melissa at Clarity Financial Design. Melissa helped me to understand and plan for my immediate cash flow needs as well as long term requirements for retirement, childrens higher education, and travel goals.

Bonnie Mixon Wow, I’m impressed. Rudy did a fantastic job on my taxes. I needed my taxes like within two hours and I mean to tell you, he got them finished and filed. I was able to take care of some business that I needed to take care of. Awesome job!! I will probably use him from here on out.