Ranch Capital Advisors - Sarasota (FL)

Boxy Cat I have known Rocco since last year. Friendly, client oriented financial specialist. Professional!!! It would be better if I met him five years ago. All retire persons must see Rocco.

American Dude The big firm broker on Sanibel...great guy.

Heather D Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.

Donald Mears Cole is the best of the best! I had several appointments in the one of Mariannas office and they had to cancel because of their staff was sick! The young lady at the Mariannas office called Coles office and made me a appointment for that day! I drove over 30 miles for this appointment to get my income taxes done! You guys always do a great job but this time it aways beyond that! Thank you again Cole!

Kim Johnson Greg and the team at Retirement Income Source SW FL are great to work with. Greg helped me with my old IRA and gave me peace of mind over my investments. He is very thorough and professional, and relays concepts in ways I understand. I highly recommend him for your retirement planning.

KEVIN CLABAUGH Awesome Staff and I highly recommend Elizabeth Oros

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

Sylvia Edwards Weve used Micah to help us with our insurance the past few years. Hes very knowledgeable, professional and ready to help. No complaints.