Keywords: Financial northwestern mutual sarasota manatee fl

Northwestern Mutual Sarasota - Manatee - Sarasota (FL)

Address: 🏡 2601 Cattlemen Rd STE 200, Sarasota, FL 34232, USA
Phone : +1 (941) 951-1706
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJa70B3hlHw4gRgYOoM3xk1ro
#Florida

Merrill Lynch Wealth Management - Stuart

Jorge Frank I live in Indiana and use Merrill Lynch. I am looking for a home in Florida and came across the post below while looking at nearby places. I lost a ton of money during the pandemic, but my advisor said to just wait. All the people who pull their money will soon stop, they will loose a ton and then put it right back in and things will get back to normal, I know its hard to do that, I lost $140K was at -23%, but within 5 months was back $230K and +16.5%, so almost 40% change in 5 months, thats crazy. No one would have guessed either of those would have happened. I had just invested my money a few months ago, and thought, I am going to loose it all, but I listened to my advisor thank god. They tell you they dont know the market, because they dont, no one does and if they say they do stay away from them, they are a fraud. They can only base their decisions on history. I have been with Merrill Lynch for almost a year, and have had no issues yet. I have my bank account with Bank of America who owns Merrill Lynch and I like the way they migrate together.
5 /5

Robert Osborne Tax & Accounting - Lake Butler

fred hernandez Robert is extremely skilled with tax paperwork I feel strongly in highly recommending his services I will be back to my taxes again and telling my family and friends.
5 /5

FBC & TAX SERVICES - LaBelle

Jamease Mosley My tax preparer (Teresa Gunsby) is very professional, and the services are efficient.
5 /5

Edward Jones - Financial Advisor: John W Stewart IV, ChFC® - Mt Dora

chris karnes Great place. Very trustworthy and excellent service. John Stewart is one of the best financial advisers out there. Definitely recommend him.
5 /5

Three Bridges Planning - Melbourne

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!
5 /5