Wells Fargo Advisors - Sarasota (FL)

Ernie Sanchez Colleen is so incredibly sharp and savvy on portfolio design to maximize what you have as tempered by your risk comfort. Shes just a joy to work with; so personable and friendly. If youre looking for a financial advisor, go see her....now!

Gerry with-a-G A MASTERCLASS IN CUSTOMER SERVICE! Gabby helped me with opening an account the other day & provided world-class service one would come to expect from larger institutions! As I walked into their front lobby, Gabby grabbed my attention and acknowledged me with a smile, a friendly greeting & welcomed me to the Credit Union. Now, thats a warm welcome, I thought to myself. Her tone of sincerity when she asked "How may I be of service to you" is what crystalized by first impression of the credit union: a place I’d like to do business with. We went through the process of opening my account as Gabby paid special attention to the fact that I had just moved into Ocala. She pointed out the other branch in town along with a thorough overview of all their services - not taking anything for granted. Our conversation was driven by her questions, seeking to understand my banking needs, so I sensed that she was not working off a "service script" like so many other credit unions. For the first time in about 3 decades, my experience in dealing with a credit union was not painful. It was pleasant, efficient, and gave me the confidence that this place will treat me right, like a TRUE partner would. Now, I look forward to my next visit. Extra bonus: She didnt have to wish me "Have a Magical Day"... as I was already on cloud 9!

Mike Meltzer I have been using Bill Sines at Senior Financial Services for 11 years. Both investments and tax preparation. Great team.

Mi Minyo This place is a hidden gem! Mind you, initially, I only came for a consultation. Mr. Lundy is very thorough, knowledgeable and patient. In addition, his office staff are very welcoming and resourceful. For many years, I have gone to H&R Block for my taxes. I am relieved to say, moving forward this will be my go to for business as well as individual returns. I would highly recommend this place to any and everyone! You will not be disappointed.

Dan Starostecki I’ve known Sam and the Integrity Wealth Management team for years, and I can honestly say they live up to their name in every way. Honest, professional, thoughtful, and truly caring, they go beyond the transactional to build real, lasting relationships with their clients. It’s no surprise that so many have stayed with Sam through the years, he’s the kind of advisor who earns your trust and keeps it. This is a top-tier, stand-up operation, and Sam is one of the absolute best in the business. If you’re looking for financial guidance with heart, integrity, and serious expertise this is your team.

John Daniel Halicek The guy i spoke with on friday Feb 7 th. Sounded very careing ,professional and friendly with a very courtious demeanor Thanks to him because he listened and cared about what i said!

Marie Somehow a amazon package got lost in transit or mis-scanned at the wrong facility and the Man that I spoke to (I assume he’s in charge his name starts with a G) was very nice and helpful every time I called. I called multiple times and he was never rude of difficult. I appreciate that.

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.

Kala Shiver The website says the money center is open until 11pm. We drove from Panama City to pick up a check & went in 3 minutes after 9pm & couldnt cash the check which left us with barely any gas & no money to get back home!!