Raymond James & Associates - Sarasota (FL)

Anne DiNapoli Absolutely love working with Kristin! She is knowledgeable, trustworthy, and truly has my familys best interests at heart. She takes the time to understand our goals and provides clear, strategic advice. Highly recommend for anyone looking for expert financial guidance.

Jenn Sineath I recently needed to open an estate account. After trying several banks in Winter Haven and Bartow, I went to South State Bank in Bartow (Winter Haven branch was useless). I had the pleasure of meeting Maria. She was wonderful! We went through all the documents I had, she let me know what I still needed, scanned what she could and waited until I was able to get the rest of the items. Once I was able to get them and give them to her, she opened the account. It was so easy working with her and she did it all with a smile and kindness. Thank you Maria!

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

dorothy stark Mark is the best financial person we ever had always there to help come over as soon as we call and good investments

Katherine Hansen An extremely competent and compassionate staff. Great job Kelly and Wayne! I highly recommend Northwestern Mutual to help you manage your finances.