RBC Wealth Management Branch - Sarasota - Sarasota (FL)

JM H MWR Financial has been a blessing to my household. The leadership truly cares about the people in the organization and their families. The membership and partnership are second to none. Onward and upward we go, being the best stewards possible over the resources weve been blessed to have.

Daniel Cantero Medrano Hi, today I was at this financial institution to open my checking account and I received magnificent attention from Banessa A. Very good work and a very important point: this agent is bilingual. Thank you very much.

Karen Gawronski Fortunately for me as I struggled with the barrage of information regarding my approaching medicare enrollment several years ago, someone I trusted directed me to Lloyd at Mintco. When we met, he explained my options so clearly, it was easy to make a decision. We discussed and arranged some other insurance options relevant to my situation. He was informative, professional and helpful with a friendly demeanor. His services for that did not cost me anything! Every fall Lloyd connects with me to check if my policy is still the best fit. Although the main focus of the firm is financial management, he takes the time to call me and ensure I have what I need. He is a well trusted advisor whatever the level of your needs. Thank you Lloyd!

Debbie DeCerbo Great to have a true home town feeling bank back in Sebring. Superb service and very professional and courteous staff. I love this bank!!

Angelique Tripp I have worked with Walter since 2001. He is a great financial advisor and I would not want to work with anyone else. He is very consciences and always has a smile in his voice when I talk to him. Call him today he is amazing. My husband and I have life insurance policies with him.

Matt Harris Caleb is an excellent man of great character. Have genuinely enjoyed getting to know him and work with him. I have high confidence that you can trust him to work in your best interest as well.

Jacqui Ainger We met Ryan from bates capital at one of his special Invester meals we were invited to, I just want to say how impressed with the information Ryan provided us.we met up again at his office and Ryan was so help full and gave us great advice going forwards with him , every meeting has been so comfortable he makes you feel your part of his family. Ryan coms across as a honest and trustworthy guy and we sure will be doing business again with him.

Steven Del Nunzio Only wish I was able to give more than 5 stars. Karly Guiliano has been nothing short of amazing. Helpful, patient, intelligent, easy going, can go on and on. Michael Nieves was equally amazing at the banking center. He helped me through paperwork a local bank was requesting and actually waited for me after hours to process the deposit.....on a Friday afternoon no less. Over all experience top notch. Could not have expected more. Highly recommend both of these wonderful young people.