Find the Best 18 Finance services in Sarasota, FL (Part 2)

Michael Morgan, Esquire I am very pleased with Capstan. I appreciate a firm that is proactive and actually manages accounts. I strongly recommend Capstan Financial.

Jessica Perez-Cardwell Forth wealth is an amazing financial management company. I was previously involved with a different company and moved over to FW. The caliber of service is unmatched. Craig Smith is an amazing adviser who gives you his honest advice and explains everything in a manner that not only creates an understanding, but makes the process enjoyable. I wouldn’t trust my wealth and financial future with anyone else! Thank you Craig

ZOTA Studios Excellent group, extremely knowledgeable with a client first approach. Would highly recommend for anyone searching!

Suzanne Wright Greg Mills is a man of integrity and will be an asset to you. He can help you plan, adjust, and make progress with your investment and retirement goals. Friendly and professional, hes been a blessing to me for the last decade or more!

Helen My husband I were looking for someone new about 6 years back. We attended several dinner presentations and were quite pleased with The presentation. For some reason, it clicked with us. We had an in person meeting scheduled later to review planning and goals for our retirement future. I can honestly say we are very happy with the group and our financial returns. We get updates by email with general information, especially how the market is performing and thoughts ahead, and it is environment as we have today with the ups and downs. We feel very secure and comfortable with how HD MONEY has us invested. Highly recommend them.

Jordan Jones Gregg is truly the best in town! His expertise as a financial advisor is unmatched, and his ability to break down complex concepts and educate his clients is incredible. He takes the time to ensure you fully understand your options and makes you feel confident in every decision. I could not recommend him enough. If you’re looking for someone knowledgeable, trustworthy, and genuinely invested in your financial success, Gregg is your guy!

Patrick Shea Our family background - my wife and I are second generation client with Sara-Bay Financial. My wife parents (School Teachers) invited us to meet with Sara-Bay Team (Mike, Ben, and Chris) about nine (9) years ago. Our first requirement was for our Financial Advisor (Sara-Bay) must be a fiduciary advisor. Our second requirement was no mutual funds we wanted a leadership stragety and not the same cookie cutter approach. Our investments have done tremendous under Sara-Bay guidance. Yes we had very bad days however our investments are performing well above the average investments. Recently we installed the Charles Schwab app on our phones to follow our investments. I had an issue with one account balance not showing up in our portfolio, I called Sara-Bay (Chris) and he was able to help me solve the issue within the same afternoon. Suzi and I have recommended Sara-Bay Financial Corporation to many of our friends. We feel very secure that Sara-Bay Team has reviews with each prospect portfolio to ensure they are meeting their requirements.

Dianne Welde I have been a client of Jim Cooper for over 20 years and for a very good reason. Even during difficult market times Jim has successfully advised me on my investments to minimize my risks and maximize my worth. Over the years when it was necessary for me to go into their office for a review of my account, the staff was incredibly friendly. They made me feel welcomed and valued as a customer. I would highly recommend Jim as a financial advisor. Dianne Welde

Nancy Demming Sherri was excellent! One main very customer oriented! I highly recommend them! It was the One Main on Bee Ridge in Sarasota, Fla

Beneva Oaks Steve and his staff are excellent financial advisors and planners. My wife and I are small business owners and Steve has gone out of his way to provide a detailed, comprehensive plan that is simple to execute. I wholeheartedly recommend his firm.

Connie Caban This team is very prompt, professional and patient to answer questions. I have life ins policies they reviewed for me to consider changing to long term care coverage. They provided me with a rate of exchange after comparing several companies. Highly recommend for this and financial advising.

Todd Rentschler I have known Josh for many years, and hes always been top notch to work with! Great at explaining the ins and outs of the financial world, and working to ensure his clients get the best experience possible!

Cheryl Hornikel Jon Lee was able to make considerable growth in my investment portfolio in a short period of time. I am excited to finally have my portfolio in the competent hands of a professional investment advisor! Highly recommended!

Melissa Marco I used to be a member a long time ago ,but then that location was closed . However , we have always been happy with this credit union. My Dad and I went to the Sarasota branch for help with an unauthorized charge from someone trying to take advantage of a senior citizen.Yadiel was so very helpful in resolving our issue and really took a lot of stress off of our plate ! Thank you !

Susan Crocker Mark and his team are extremely nice and helpful. When ever I have called for a question they are right on it!! Our 6 month reviews are educational and personable, which puts me at ease. Ive never been in a position to invest money until last year. Mark answers all my questions and explains it in laymens terms so I have a clear understanding. This team has been wonderful and trustworthy. I would highly recommend them.

Amber Salley The amount of spam calls from this company is unbelievable.