Find the Best 15 Finance services in Sarasota, FL

J. Shaw Renner I have been a client of Mr. Charles Bryant for over 8 years. I am very pleased with his watchful eyes concerning my portfolio. He is the reason I have been a client for so long. As a single woman, I appreciate his expertise in investing. Update: Just want to say it’s been 2 years since my original review and Mr. Bryant is still my Financial investment consultant. He is doing a great job. And my investments have flourished through all the covid 19 months. Thank you Charles Bryant!

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

Kim Johnson Greg and the team at Retirement Income Source SW FL are great to work with. Greg helped me with my old IRA and gave me peace of mind over my investments. He is very thorough and professional, and relays concepts in ways I understand. I highly recommend him for your retirement planning.

Mark Greenwood I really believe the Yaegers look at our family and all of our $$ like it is their family. I really appreciate that as it has lots of trust!!! Love working with them!

Brad Gregory I have known Erik for several years as the Treasurer for our non profit and as a friend. I can say without any reservations he is trustworthy, smart, loyal and committed. He’s earned the trust of his fellow board members and from me, in that I referred my daughter and future son in law for financial advice. His knowledge of finances and investing is second to none Brad Gregory

sandra russell As a retired school principal, sound financial planning and investing are of utmost importance. I have worked with Jamie Freeman for 15 years and found him to be honest and wise with my financial matters. I have recommended him to family members because of my trust in him.

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.

Louis Spagnola Fantastic! Unfortunately, I needed money for home repairs. I was told it would take 1-3 days, which I thought was good, but the money was transferred to my bank account the SAME DAY!

John Kosenski We have had the pleasure of working with Kennon Financial (David K and Kristin B) for past few years, and we could not be happier. We had been praying-seeking an advisor and were introduced to David through a good friend. David is always quick to get back to you with questions, and he sends out very informative emails periodically, which answer-address many of our questions and concerns. Kristin is always a wonderful help and has been quick to address our immediate concerns. We would highly recommend Kennon Financial! Thank you David and Kristin, God bless

Strong Roofing SRQ Tim Mariano wrote my life insurance policy and made the entire process seamless. He’s an absolute wealth of knowledge when it comes to life insurance and financial planning. Tim took the time to explain every option clearly, answered all my questions, and tailored the policy to fit my needs perfectly. You can tell he truly cares about his clients and their long-term security. If you’re looking for someone you can trust with your future, Tim at Prudential is the guy to call.

Lauren Buchman Derek and his team are awesome! We had questions several times when looking into his services and he looked at what was best to fit our needs and explained everything so well. He is very knowledgeable in what he does. He has a great support team! Thank you Matt for confirming meetings and making sure we had the zoom links. We definitely recommend Derek!

Donna Schmidt Calla G. is the best, professional and keeps me sane. My husband and I recently retired, M. L. has made us confident that we have made the correct financial choices.

Tammy Peterson I would highly recommend Murrel Winters. I finally feel like I have someone looking out for my best interest

Kim McLeod I’ve had the pleasure of working with Jeff LaBelle as my financial advisor, and the experience has been exceptional. Jeff is not only highly skilled in his field, but he also takes the time to really understand your personal financial goals. He created a tailored plan that has helped me make great progress with my investments and overall financial strategy. What sets Jeff apart is his commitment to clear communication. He breaks down complicated financial details so they’re easy to grasp and has always been quick to respond whenever I have questions. His professionalism and genuine care for his clients make him a standout advisor. For anyone seeking a reliable, knowledgeable, and client-focused financial advisor, I highly recommend Jeff LaBelle.

Emerson Robbins John Letourneau is extremely informed on trends in the the stock and investment market. Absolutely someone to begin the conversation with if you are interested in creating/preserving wealth.