Raymond James & Associates - Sarasota (FL)

Bill Sharp When looking for a financial advisor, you will be well served by Meinrod and Leeper. They have a wonderful staff which are always friendly and helpful. They treat their clients with respect, solid advice and their integrity is above reproach. They care about you and make you feel like you are their only customer. I strongly recommend them.

Michael Rogers I would only consider a company who is completely above board and uses only legal tax strategies to help their clients pay no more than they should to the IRS. Tax Savings Professionals is just such a company. I have been with them for about 5 years now, and the only audit I have suffered was due to a clerical error on the part of my local CPA. In the meantime, they have saved me quite a bit on my annual tax bill. Highly recommended.

John 13:7 I am very pleased with Lincoln Financial. My job, Primo Brands, sent me there for my FLMA case. I had to take a 30 day leave due to my father crossing over. My case (17693***) was handled very swiftly, professionally, and easily. If I ever have to go through a trauma filled event again, I personally would feel good with Lincoln Financial taking my case again. What I needed them for was to get clarity on my rights, what to expect, a timely check, ease of random questions answered and all around pleasantness. Check, check, check, check, and check. Thank you for being there for me in my most trying time.

Louie Sanchez Mike is a great mentor and fantastic Financial Planner. His knowledge is extensive, has tremendous attention to detail, and genuinely cares. I highly recommend you speak with Mike for all your financial needs.

Michael White Mackenzie Fluharty, Financial Advisor, really takes her time to understand your needs and planning for the future. Mackenzie has helped my wife and I put together a plan that will lower our student loan burden. I would highly recommended Naples Wealth Planning to achieve your goals.