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Mercer Advisors - Sarasota - Sarasota (FL)

Address: 🏡 1990 Main St Office 750, Sarasota, FL 34236, USA
Website: https://www.merceradvisors.com
Phone : +1 (201) 201-5910
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJdxjjGgRBw4gR66V_fqgys4k
#Florida
equitable advisors: alexis resnick cfp clu fl

Equitable Advisors: Alexis Resnick, CFP, CLU - Fort Lauderdale

David Sullivan I’ve had the privilege of working with Slexis not only as a trusted investment advisor but also as a longtime personal friend—and I couldn’t be more grateful. Her professionalism, deep knowledge of the market, and thoughtful approach to financial planning are unmatched. She always takes the time to explain things clearly and truly listens to my goals and concerns. I feel confident knowing my future is in capable, caring hands. If you’re looking for someone who combines integrity, intelligence, and genuine care for her clients, look no further. She’s the real deal!
5 /5

TD Bank - Live Oak

Jeanne dEauede I got excellent service and was in and out of the bank in no time. I got a new card change my address and email I was extremely happy.
5 /5

United Southern Bank - Tavares

Calu Kimbo Everyone at this location is friendly and helpful. A special thank you to Karen who always takes the time to help me to navigate issues and to answer questions. The best thing is that it is always easy to get an actual human being on the phone. I moved most all of my banking to USB because the big bank I used has closed most of their centers, closed the drive through in the one local center that remains and it impossible to get a real person on the phone. Im very happy with USB
5 /5

Northwestern Mutual - West Palm Beach

Brittani Glynn Magee ⭐⭐⭐⭐⭐ Working with Justis Cousins and his wife Ryann has completely transformed how I approach my finances. Coming from a background where financial wellness wasn’t deeply taught, I was looking for someone who could not only advise me—but educate me. That’s exactly what they’ve done, and more. Our initial meetings were thorough, informative, and zero pressure—just honest, thoughtful guidance. But the experience of working with them was so exceptional that I now have my retirement plan, disability insurance, and life insurance all set up through them. Through Northwestern Mutual, they gave me a full analysis of my current financial picture—assets, debts, investments—and helped me chart a strategic, actionable path toward both short-term wins and long-term wealth. Justis and Ryann are professional, patient, consistent, and brilliant educators. They also leverage their network to ensure I always have access to the best possible information. It’s never too early or too late to get serious about your finances. And with the right advisors, it can actually feel empowering. Highly recommend this dynamic duo!
5 /5