Northwestern Mutual Sarasota - Manatee - Sarasota (FL)

MKGM GM John and staff are great at Taxes; they make it easy to understand have a deep knowledge of tax code and deductions. I would highly recommend anyone to use them!

Margo Rust Anastasia is a caring and knowledgable financial planner that is considerate of personal goals and situations. She is efficient and respectful of time in all meetings and communication. She is a wonderful person to handle any insurance and financial needs!

Stephanie Crosby HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!

Andrew Solomon Chris is by far one of my favorite people to work with in the industry. He really is one of a kind when it comes to doing right by the merchant and his partners. He is always available, and is very resourceful in finding the perfect match for his clients. He will not stop until both parties are happy and get the services they are looking for! Over the years Chris has become more than a business partner, I consider him a close friend and mentor with all his experience and resources he has accumulated over the years. Thank you for being you Chris, I wish i had more partners like Mr. Yates!!!

Chelsea Saddler Knowledgable and efficient. Best choice I ever made.

Patricia Carroll I dont know what to say about the review with one star except that I own a business and have worked with Center State Bank in Dade City for 8 years now. They have been exceptional to work and I have a complicated transaction history. They are very personable and proficient. If you want to feel like a bank actually cares about you and your success, I cant think of a better bank, and I deal with about 20 banks on a regular basis.

Jerri Griffin Im renting will 10stars property management for a year and never rent for a more Professional rental company The employees are so professional Kristin is the best she is on top of job she makes sure the apartments stay up to par and I can say she never seen to amazed me when I need help have never let me down.Thanks Kristin for be you.

David Carter Chris Brooker is the best! I’ve really enjoyed working with him. I was always skeptical of getting a financial advisor, but having Chris on my side has paid off. I get to focus on making money at my business and let Chris do the rest. His knowledge of the market and trends is unbelievable. I recommend him to all my friends and family and I’ve heard great things from them too

Jerri Menaul The staff here are so professional and caring. Their years of experience gives their clients creative (yet legal) strategy to make their dreams come true!