Wells Fargo Advisors - Sarasota (FL)

Nina Boudreaux Extremely helpful.

Fred Difruscio These folks do excellent work they’re very attentive and always answer the phone and answer questions when we ask. They respond promptly with our tax forms and other information. They have been my accountant for 45 years starting with Ellen‘s dad.

Karyn Morgan My experience with Chuck Chucri as my financial planner has been amazing! His knowledge and expertise is top notch! I highly recommend him to manage your investments! Chuck treats his clients with the utmost respect, and is always available for your every question and concern. His guidance has grown my investments exponentially. He treats you as family, and in todays world, that speaks volumes! Thank you and your beautiful family for all you do! I look forward to many years of collaboration!

Ramona Rivera Needed help with my auto withdrawal for rent. The ap. I had didn’t withdraw the right amount. Susan Hodo helped me with getting it set right. She has always been extremely helpful and is very knowledgeable with banking questions. She is professionable, efficient and always make everyone she deals with feel as though they are her only customers for the day. I trust her with my life! Because of her myself, my ex husband, and both my grown children and grand children use her and mid- Florida for all our banking needs. Thank you for having her on your team!!!

Katherine Hansen An extremely competent and compassionate staff. Great job Kelly and Wayne! I highly recommend Northwestern Mutual to help you manage your finances.