My sister and I had such a positive experience with Sean at Coastal Coin Company! We appreciate…read morehis expertise and patience. Thank you, Sean. This is a small, unassuming shop in Sarasota. Professional, really friendly, and we felt taken care of. We hope someday to do business there again!

Robert is extremely knowledgeable and knows how the money system really works. Extremely kind man…read morewith lots of knowledge in monetary and coinage!

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!!

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 was in the financial industry as a registered sales assistant based in Bradenton / Sarasota for…read more11 years. I worked with MANY advisers that I would not put my investment trust in that were very high levels in their firms. Many go with the newest trend, highest pay out this week, not really putting any individual effort into their clients. One investment does not fit all! There are less than a hand full of people that I would trust with my personal investments and Evan and his group are the ones I decided on. I have known Evan and Jaime for over 15 years and I fully trust them when they give me advice. Meet with them. You will not be disappointed in their knowledge or personalized investment advice.

From the owner: AKSALA Wealth Advisors, home of The Evan Guido Group, is purely focused on retirement transition…read moreplanning for those who consider themselves the "Millionaire Next Door." Our core strategy centers around rising dividend portfolios, providing our clients a current income stream that can increase over time. Our portfolios also offer you a prudent way to participate in the wealth-building process over the long term--so you can pursue a retirement with confidence. Run by President Evan R. Guido (contributor to the Sarasota Herald Tribune), AKSALA Wealth Advisors is your solution to a properly planned retirement. Studies show that planning and coaching leads to better outcomes. There's a lot of misinformation about finances out there--and that causes people to make misinformed or uneducated investment decisions. Accumulating resources is fairly straightforward, but distributing your hard-earned resources in a tax-efficient manner (and making sure they last) is where we come in. AKSALA Wealth Advisors are experts on combining wealth management and retirement income planning, so you know you're in good hands. And because most money decisions tend to have tax implications, it just makes sense to cover them both at once. As we work together to define your financial goals and uncover the best financial opportunities, we make sure that you're fully comfortable with all aspects of your investment strategy...

I honestly wish I could give more than 5 stars. I'm a realtor and this was a personal transaction…read morefor me and my family. It's actually the second home we have bought from the Safe Ira Group. I had the best experience possible! I had a child at the end of this transaction and was feeling a lot of pressure. Marvin and Alicia went above and beyond to ensure we got everything handled and that our family was in the home by Easter! I can't say enough good things about Safe Ira and the people they have running the business. If you're thinking of buying, do it with them!

Safe IRA Investments might be the biggest fraud in the real estate game. I was initially looking to…read morerent a place in Sarasota, and they had a property listed in which I checked out. After the walk through with Jeff, who knew ABSOLUTELY NOTHING about the property, he informed me that it would be essentially the same price to buy as it was to rent. This was the first lie that came from this sorry excuse for a company told. After getting started with the preapproval process, I was promised repairs on the property in which were completely disregarded. They we're originally supposed to repair all windows in the house, and because their contractors didn't pull permits, an immediate stop work order was placed on the garage. After that fact, Safe IRA informed me that they we're only going to replace a few windows in the house(the cheapest ones) making the home not hurricane resistant safe. The documentation process was also a nightmare as their team ignored a lot of calls/texts/emails in regards to the property and paperwork required. I was once told over the phone that they were "not going to repair the things they promised, as they had a cash offer behind me and if the contract fell through, they didn't care. They asked me for some pretty invasive information in order to get the paperwork to go through, even asking me to admit that I was in a domestic partnership with my business partner that was purchasing the home with me. They also did not repair A SINGLE ITEM on the inspection list. After the closing on the home, that's when the real nightmare began. Everything that was "renovated" in this house was essentially thrown together with glue. After the first day, I realized that all of the plumbing was bad and the drains and sinks were all backed up. Within the first week, we realized that the electric wiring in the house had to be completely redone. Not days later, the AC went out. The windows that they had replaced, we're all done incorrectly and needed to be replaced. Once the deal closed, all parties of IRA completely ignored my calls/texts/emails. This company will attempt to sell you a house that's barely held together for above market price. I wouldn't recommend this company to my worst enemy as it's been the worst investment and buying process I've ever experienced. I would give zero stars if that was an option.

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

Great people to deal with. Anthony & Luca are knowledgeable, professional, and friendly. Highly…read morerecommend them if you are interested in buying or selling gold coins. Steve A.

Can't say enough positive things about this establishment! I received a fair price for the gold…read moreitems I brought in to sell. Anthony was very knowledgeable, as was Luca. I appreciated that they shared their knowledge of gold, silver & coins.

SEC Registered Investment Advisory Firm, very successful and profitable discretionary asset…read moremanagement program, experienced advisors and staff. Very friendly and low-key.

From the owner: We specialize in financial services, specifically Wealth Management, Asset Management, Financial…read morePlanning, Retirement Planning, Estate Planning, and general Financial Advising services.

I met with Jon Rissler about our finances and saving for the retirement. He is really professional…read moreand has a very laid back no pressure approach. I feel so much more comfortable knowing what I have to do now, so I can retire when and how I want to in the future.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.