Find the Best 15 Finance services in Bradenton, FL

Mack Newell In a time of considerable turmoil in today’s economy and markets, one should look to lean on an advisor with experience, open mindedness and vision of long term personalized financial goals. From our experience, I can whole heartedly and genuinely say you need not to look any further than Monarch Wealth. I personally enjoy our regular email updates to simply keep us informed meanwhile adding a “personal touch” to things. Our investments have gained a return significantly greater than any previous financial institutions we were apart of. If you are truly looking for a sound resource to invest, I highly encourage you to give them a ring.

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

Darla Ferrante Jonathan Di Rico is AMAZING! He always makes time for us, is warm & welcoming and helps us with solid investment advice. When my mother passed we had multiple transitional items to update and he walked us through everything! Thank you Jonathan!!

Kit Carlson Matt is very professional, knowledgeable, insightful and gets right to the point. He wasn’t hired for his personality, but rather for his expertise. Did an excellent job preparing our wills. Have recommended him to others.

Henry Gregory Everyone that I have worked with at this branch has been very respectful and pleasant to work with. Jordan was very friendly and professional I really appreciate all of her help. Great customer service.

Brian Kogelmann I have been working with Moseley Investment Management for several years now and could not be happier with the results. They always have time for me and answer all my questions and concerns. I feel valued as a client. I look forward to continuing working with them going forward.

Courtland Hunt I refer my clients to J.B. because of his variety of financial products and ability to cater to those just getting started with investing as well as with advanced portfolios.

Monique L Very knowledge & kind people, really helped me and gave me great advice. Highly recommend Irving Financial group!!! Oh and the receptionist was super accommodating!

Sandra LaFlamme EJ is a consummate professional in complete command of his products and services. He quickly and completely explains each product in which you might have an interest, and suggests others of which you might not be aware but which might benefit you. He is straightforward and prepared – as well as patient and genuinely interested in not only your situation, but the best possible outcome for you, as the client. I feel very confident that anyone I refer to EJ will have their long terms goals met and well tended by him.

Geeky Tracy is always so helpful and patient. She is always happy to walk me through things step by step and answer all of questions. Plus they have lollipops!

daniel vreman Getting in contact with SeaCoast Financial Partners was extremely helpful. Danny was able to explain and guide us toward exactly what fit our needs. He quickly picked up the phone, was very friendly and easy to talk to.

Travis Love the parking lot. Allows me to take pictures of my dog who also loves the parking lot! It’s very spacious and is never full!

Ruth Limon Great service. Highly recommend you do your financial planning with these group of amazing people. Knowledgeable with teacher hearts. Great people!

Linda Dodson I have been with Amanda and her team for 11 years. Through some serious life events, they have helped me, not only manage my financial affairs, but have been a wonderful support system. I would highly recommend!

Rhonda Williamson Don’t go during your lunch break! They only have one cashier running the inside and drive through. I walked in with two people ahead of me and didn’t and waited for 45 minutes.