In Sarasota Schwab Bianca is always ready to answer all our questions & guide us through our…read moretransactions. She is professional, patient & knowledgeable. We enjoy working with her!

I was told I would get assistance opening an inherited traditional and Roth IRA. I was "assisted"…read morein the lobby where I had to provide sensitive information. I saw the concerned look on the receptionists face and asked if there was something wrong as she looked up data. She said no that she was trying to read. When I tried to give history about what I needed she told me to not talk because she was talking. She kept asking me for emails and I was upset and couldn't find them. When I asked to see someone else she sat me down in the front lobby and got me a cup of coffe and went away with my paperwork and came back with instructions to go home and do my paperwork there. I checked afterward and found only one account. I conclude she simply got rid of me. I was very unhappy with this service and will take my inherited money out the first chance I get. Of course there is a charge for doing that. The advertisements that Charles Schwab offers high touch services are just ads

Steve, Karin, Tyler, Heather and Dana have always gone out of their way to make sure all of our…read morefinancial needs are met. We were fortunate to have found SRQ Wealth!

I've known Amy at SRQ Wealth for years, and while I'm not a client of the firm, I've greatly…read morebenefited from her advice, especially regarding the differences between Roth and traditional IRA savings, both for myself and now for my daughter, who is working full-time. Much of the insight she's shared comes from her deep experience at SRQ Wealth, and it's had a meaningful impact on how we approach long-term financial planning.

I have been a client of George and Jane Famiglio for a long time (over 25 years). George is not…read moreonly a great business and personal accountant, his insight about how to maximize tax-related efficiencies while remaining completely ethical and within standard IRS guidelines is beyond just good. He is, without question, one of the most knowledgeable accountants I have worked with, and since I have owned multiple businesses, I have worked with many accountants in my day. His wife Jane and his entire staff are very accommodating and sensitive to the emotional side of tax accounting - not just the numbers. I live in NY, and George has continued to do my taxes without any issues regarding NYS tax law. If you're not using Famiglio and Associates, you should consider speaking with George. Randy Strauss

We had a very disappointing experience. Despite premium pricing, the level of service did not meet…read moreexpectations. Communication was lacking, and overall execution fell short. I would recommend considering other options.

Jeff is truly an expert in understanding risk tolerance. He is the best at what he does and I…read morereally appreciate his quarterly meetings. I now can feel confident about my financial future!

I just had to write a review. Jeff Labelle is so good at what he does. Not only does he stay on top…read moreof my account, which I have found many other financial advisors do not, he always responds to me promptly whenever I have any questions or concerns no matter how silly they must be to him!!

They was supposed to set me up as beneficiary to my mothers account and failed. When I went to make…read morea sale to collect some funds for other investment's they locked me out with restrictions on my account. made a big mistake hiring this firm. Do yourself a favor. Do not use these people.

My experience with their credit card has caused me to begin moving ALL of my money to Schwab. I had…read moreBadger Bobs replace three toilet valves in my bathrooms for $900. They have been back to my house three times and two of the three are still not functional. I reversed the credit card the first time and Badger Bobs came back and Temporarily fixed the issue. Now that two of the three are not working again, I went to reverse the charge again but the last rude, obnoxious Fidelity rep I talked to stated that Badger Bobs said the item was fixed and she would not help me at all. Fidelity has provided the WORST customer service I have ever received in my life. I immediately canceled the credit card and am in the process of moving my account balances to Schwab. I have been with Fidelity for over twenty years, but upon researching I have found that Schwab is the leading money management firm for personal investors. Anyone in Lakewood Ranch should take note of this!

I had been seeking for a firm which I could entrust with managing my investments. I was had been…read moretrying 3 other firms prior to this, and I did not feel they were working FOR ME. In mid 2018 I proposed they manage 40% of my IRA and I will manage the other 60% and see how they compare with my management, and they agreed to do so. I did fairly well, but they did it a bit better, so I felt confident with them taking over all of my IRA and two other portfolios in early 2021. The main reason I did that was to manage my investments for Betty, my wife, should I pass away. AND they did fulfill their commitment to reduce their fees from 1.5% to 1% if they grew their customer base, which they have. But not only due their management my investments but they offer many other services to advise their clients regarding life planning, taxes, etc. And to enjoying living while they are entrusted to handle my investments. A FULL service not just investment advice. I strongly encourage others to entrust HD Money as I have.

We had been with Well Fargo Advisors for several years…read more However, the move to HD Money was the very best move we have ever made. The whole team stays on top of the market and watches your accounts as if it was their own. We just wish we knew about them sooner. Never been happier with the results we have had even in the bear market. If you are not pleased with your advisors, call Stuart today for an evaluation of your account. Frank and Phyllis N

Mr Atlas cost me $20,000 in taxes because he did not know that a loan from an insurance policy is…read moreconsidered a withdrawal when the IRS has deemed it a Modified Endowment Contract...and he sold it to me.

The owner Fred Atlas is very honorable and dedicated to his clients! I did not know what a…read morefiduciary was until I was informed that's what Fred Atlas is. It means a lot of these brokerage houses will do what's just adequate but a fiduciary works solely for the client. He truly cares.

When it comes to health insurance, they don't get back to you when there's a problem they just want…read moreto take and sign you up to health insurance and once you're signed up that's the end. No help from them like they promised.

From the owner: Sarasota Health & Financial is a full service independant Life and Health insurance company. We…read morespecialize in : Individual and Group Insurance, Life Linsurance, Medicare Supplements, Medicare Advantage Plans, Prescription Drug Plans

I highly recommend this down to earth professional financial advisor. It is not easy nowadays to…read morefind someone who looks out for your best interest and not just someone looking to make money for themselves... Martin is very professional , he covered all the major details in order for us to find the proper product for our family. I am very comfortable doing business with him , we have since added many more products including college funds for our children thanks again to Martin Ballestero.

From the owner: Bally Wealth Management Inc has a successful track record of helping individuals and business…read moreowners reach their financial goals.