Reality Financial Planning - Sarasota (FL)

Louise Rothlein Excellent customer service and always willing to help! We wouldnt go anywhere else!

Cassie Hoy Mr. Corey Sullivan helped me close an old checking account and open a new one- 10/10 will continue to utilize Truist and this particular branch for all my banking needs! He was kind and called me a couple times when pending autodrafts made it more complicated to finally close the old account. Grateful for his help figuring all that out!

Robert DePhillips Jr. Jeff Jolly and his team are extremely knowledgeable and professional. He is easy to contact and always prompt and ready when meeting him. He was very straightforward with his recommendations and gave a very thorough plan to help my finances. I would recommend anyone to see him if are looking for financial advice and planning the best for their future!

Fred Palermo Logan and John great team

Antonio Ramirez Good and professional with honesty advise to our financial needs!!! Congratulations,

Allyse Dempsey Nick has been our trusted advisor for years now. He always has our best interest at heart based on where you are with your portfolio and what your financial goals are. I HIGHLY recommend him to everyone, you will not be disappointed!

TDE This company enabled us to pay off our debt and have hope for the future. I always enjoy meeting and working with their agents and they have a really good customer focus, especially compared to other companies.

Dennis DeGordon Never had a problem here 10 yrs. And go will keep going here.10 yrs. Great rate on savings. SECURE. with interest on Savings

Joanne I went to the office on Beville in south Daytona. The young lady who helped me was amazing! She was very good about explaining the process to me. She did all she could to help me with my situation. I had a cut in my income as my husband passed just 1 month before and was having problems paying my bill. She helped me with a new payment and an opportunity to catch up on my due payments. Would recommend this company to anyone who needs assistance with struggling financially.