Wells Fargo Advisors - Sarasota (FL)

Michael Newman I started working with Alex back in 2019 and I’m really glad i did! Alex not only helps me manage my retirement account but has helped me learn about my finances in general. I would highly recommend working with either Alex or Art. I have only had positive experiences personally, and many times they’ve helped me make important financial decisions that have come up in life. Lastly, i wanted to say that both Alex and Art are very trustworthy people, very personable, responsible, and knowledgeable when it comes to investment solutions. This is something that you can’t really put a price tag on - especially knowing and being able to trust that your retirement savings’ are in good hands.

Maribeth Liska Custom Financial Solutions has been our tax service provider for several years. We couldnt have been more please with their customer service and knowledge that has help us with our financials and tax filings. Would absolutely recommend this company for all your financial needs!

John Preston Ive been working with Will and Bill for years. They really cater to their clients and offer some unique strategies to grow wealth. Looking forward to my early retirement.

Josh Blum Bill is great! He knows what he’s talking about and even more important to me he can explain it in a way that you can understand. It means I can trust him to do the right thing.

Catica U Working with Darcy has tremendously helped me overall. She gave me excellent advice to bring down my total debt and also set up a savings account for investing in my future. Darcy is professional, friendly, knowledgeable, easy to talk to, and is very good at what she does. I am so happy I found a really good financial advisor. I highly recommend Darcy!!!

Willow Grace Service with a smile and an investment advisor willing to go the extra mile.

Chris W True professionals with a great facility. Easy parking and great location!