RBC Wealth Management Branch - Sarasota - Sarasota (FL)

Linda Seidel Very caring and knowledgeable. Paul and Chester are outstanding and always very helpful.

Coach Joe Austin Last week I had a client that needed timely access to business captial to stabilize operations after an unexpected hiccup. Gulfside Business Solutions (GBS) provided same day client intake and within 24 hours my client had multiple options on their desk. GBS is fast, thorough and knowledgable. In addition to financing, they offer a wide variety of business growth services. They are the most cost and time efficient solution that I have ever seen for small business development; a true one-stop shop. Their only concern is what is right for the client, and I appreciate that about their team.

Madison Oliver We cant enough great things about Trina! She has helped us build our financial plan and actually understand it to where it makes us excited to have our meetings. She is extremely responsive, thorough and not pushy whatsoever. Any time weve had a life event, shes helped to reshape our goals and show us how to get back on track. Highly recommend!

Dingle Berry From my first experience with Mariner via a “live” mail check, and my subsequent interaction with them - I’ve been completely satisfied. Joanna is extremely good at what she does, as she guided this dufus (me) through a loan refi over the phone. Good follow up from branch manager to ensure everything went smooth. App is convenient and fairly easy to navigate.

Molly Pflueger Very professional and exact... well explained material. Plus a very friendly office.

Rick Kirkendall Attended ukulele concert for the seniors. This was performed by the students of the COA Uke class which is taught by Julie & Jim Bo Black. They give back much to our community.

Miranda Sharkey Gretchen is wonderful to work with. She is extremely knowledgeable in her field, very personable and gets things done!!! Highly recommended

Courtney Heath SRQ Wealth has been a game changer for our family. We had been taking many of the right steps as we plan for retirement and our family goals but Karin, Justin, and the entire team have really helped us level up and plan in a much more fulsome way that is paying off for us both financially and in peace of mind. Not only are they providing great financial advice and investing our funds wisely, they are an active partner, helping us stay on track, which we needed to realize our goals. 10/10 recommend. If you dont yet have a financial planner or yours isnt realizing your goals, you should definitely connect with SRQ.