Retirement Income Source of South West Florida - Sarasota (FL)

eli reed The phone is never available

Joel Hynes Definitely my least favorite Truist bank location. Other Truists have always been a positive experience. However, at this one I was told that in order to withdraw a certain amount of cash, I had to wait for a branch manager, who was on lunch for 45 minutes. The teller (Francesca) also sighed and scolded me several times because I didnt want to pay for a cashiers check and was withdrawing cash which "is a hassle". She seemed annoyed that I wanted cash, and then I heard the wait 45 minutes line. I assume based on the reviews that after the wait I would probably be told by the manager that I just couldnt withdraw that today. Truist, do yourselves a favor and close this branch before they give a bad name to the entire brand. Or at the very least, completely overhaul the management and rework the branch culture. Until then, Ill stick with the branches that are better!

Omar Dominguez I had the worst experience at this place. They told me that because Im Latino, they couldnt help me and that I had to manage my investment accounts over the phone. This office was only for white people.

Josh W We love working with Chris & Shawn - theyve built an amazing team at Mosaic who are thorough, thoughtful, and create an incredible experience throughout!!!

Thomas Coonerty Materetsky Financial Group has been an incredible partner for me and my family. Joe Carpenito manages the assets of my entire immediate and extended family, and the level of care and personal attention they provide is outstanding. Every time I call, they all know me by name and I never feel like just a number—they truly make me feel like family. I highly recommend them to anyone looking for trusted, long-term financial guidance.

Emily Vogler Ethan has been so attentive during the past 3 years of having an account with him! You can tell he truly cares about his work and his clients! Definitely recommend!