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

Sonja M I have been working with Fenn Giles III at Wealth Advisors of Tampa Bay for over a year. He has provided my family with a comprehensive wealth management plan, including estate planning as well as investment opportunities. Because he has deep roots in the Tampa area, he has also been able to connect me with other individuals who are at the top of their field in law and accounting. Most importantly, I consider him a trustworthy advisor. He has my highest recommendation.

Markee Randolph Amanda was very helpful and knowledgeable! Great personality and trustworthy. Gave me very important information about my first car title loan. I will be back for sure!

Mary Kersey RNB ACCOUNTING & TAX SERVICES, ARE THE BEST!!! I LIVE OUT OF STATE, MR. ROBINSON, IS JUST A PHONE CALL AWAY AND IS ALWAYS AVAILABLE TO HELP!! MANY THANKS TO YULIE AND MR. ROBINSON FOR ALL THEIR KINDNESSS AND EXPERTISE!!!

kristy0628 I chose to move my finances to Charles Schwab after recommendation from a family member. My financial advisor, Andrew Gibson, has provided constant support and sound financial advice.

Erica Houdyshell Cypress bank has gone above and beyond to meet my expectations. Their dedication to their customers is unparalleled and I will continue to rely on them as a source of trust for my financial means.

Lori Segal Amazing customer service at this location. I was first assisted by Banker Emilda and who then passed the ball to Manager Stephanie. Both were friendly, professional, efficient, and made the process smooth and seamless. Highly recommend banking in this location!

Sandra Meunier Fraser was there to help navigate me through Social Security, Medicare and Medigap. I had attempted to do it on my own, but didnt want to make costly mistakes. I quickly became stressed and overwhelmed with the process. I remembered Fraser had reached out to me in an e-mail blast. Im so glad he did! He was systematic and organized in his approach. Before we began, he asked me about my priorities. It didnt take long for him to gain my confidence and trust. He has been there every step of the way offering patience, professionalism and a wealth of knowledge. He guided me through the social security process and empowered me to make the best choice, for my situation, as to the timing of collecting Social Security. On my own, I may have made a very costly mistake due to income penalties. He doesnt tell you what to do, only guides you though the options. I also believe, due to his guidance, I have selected the best possible MediGap Supplemental Insurance plan, for my needs. Fraser also assists with Estate Planning, IRA Rollovers and financial planning. Thanks to Fraser for making this daunting process stress free! I happily refer all my friends to him.

Aj Brown I was first introduced to David when I relocated to Miami nearly 14 years ago. At the time, I already had a financial advisor, but Davids genuine kindness and expertise left an impression. Over the years, David became a close friend and always continued to generously provide free advice. Eventually, I made one of the best decisions of my life by entrusting David with the entirety of my financial portfolio. Since that decision, he has shown extreme dedication through proactive outreach and support, always being available for any request or financial question. David is incredibly professional, empathetic, hardworking, funny, and intelligent. He is not only one of the best financial advisors in the country but also one of the finest individuals Ive ever known. His dedication to his family, friends, and clients is truly remarkable. I highly recommend David to anyone seeking exceptional financial advisement