Chad is about the worst person you could ever get financial advice from. If you don't make over…read more$100,000 a year, expect to be berated and belittled. Chad is the most unprofessional individual I have encountered in the financial field. Edward Jones should be ashamed to have him as an employee. People talk to financial advisers to get help and advice, not to be put down. If you are looking for financial guidance, look elsewhere.

Chad is a real fiduciary. He is very knowledgeable and patiently shows me what is happening with…read moremy funds while teaching me all about the investment system. I'm confident about my portfolio and now I'm also more experienced. This office makes sure I see them at least once a year to review my portfolio. Gigi is extremely courteous and helpful. I highly recommend this team!

Lisa has been so attentive to all my needs and lightening responsive to my communications. I found…read morepurchasing my home insurance an actual pleasure because of her. I look forward to a long relationship with this agency because of her.

If I could give a NEGATIVE star review I would! We had…read moreAllstate auto insurance with Barron Baszto for 6 months. You get all kinds of discounts for being a new customer. Once that 6 months is up, the rate goes up & their customer service goes down. We signed up with Statefarm. Our Statefarm agent faxed or emailed Barron Baszto's our Allstate cancelation request along with proof of insurance with StateFarm. This information wasn't received by Barron Basztos because he was out of the office. Eventhough we canceled in plenty of time before our renewal we received a bill in the mail. We did get it straightened out after several phone calls. That experience was nothing compared to our home insurance debacle. We had home insurance through Barron Baszto with Safe Harbor. We signed an edocument to cancel our policy on Oct 29, 2025 before the autopay was to renew our policy on Nov 6th. On Nov 8th while attempting to pay for my groceries at Publix, my debit card was declined 4x. When I checked my bank balance I was horrified to see that our home insurance was NOT canceled and that $4805.31 was deducted from our checking account! Come to find out, after several phone calls, Safe Harbor never received the electronic document from Basztos office until Nov 10th which was the day we contacted the Baszto office to inquire about this mess. The Baszto employees blame Safe Harbor. Its the old blame game while the customer is caught in the middle. The ineptitude of the Baszto office is unbelievable. Barron Baszto's doesn't return phone calls. The front office staff are clueless and unhelpful. Never again will we ever use this office for anything. We now have to wait 2-3 weeks for a refund. Beware of poor customer service, inept employees, and employees that lie.

Excellent Customer Service. Hunter helped me to find the right Life Insurance for me. He was very…read moreknowledgeable and explained about the different policies. Thank you for the help.

HIGHLY RECOMMENDED: I have used their services for several years for my complicated tax needs…read more They are always accessible and do a great job for a very reasonable fees. Many years ago I was a tax accountant.

I'm from Canada and was looking to insure our condo that we purchased a couple of years ago…read more Unbeknownst to us our realtor had referred us to an insurer of last resort (probably to simplify things). We since learned that we were undercovered and had no flood insurance ( I plead guilty for not researching properly). Last year I called a couple of agencies in Sarasota for a quote. One never returned my call, the other took the trouble of taking all my info, then never called . I found a couple of favourable reviews for Mary and Carolann at Great Florida and found the reviews to be spot on. Carolann was quick to return my initial call, very patient in explaining things clearly and answering my many questions. I loved that she could forward electronic copies of documents for me to sign & return. All-in-all, very efficient, professional office with very nice people to deal with. If you don't know who to call for insurance, try these ladies out. I'm sure you won't be disappointed.

Carolann is very friendly and knowledgable. She found us very good homeowners coverage at a…read morereasonable price. I only gave them four stars because we haven't had to make a claim. I hope we never will need to.

Patti and Janet are awesome! I had some accounting issues from and prior service and my books were…read morein terrible shape, I was referred to Patti at Affordable Tax Services and they were incredible! They explained my issues and were able to get my books back where they belong and allow me to see where my business is and what needs work. They truly care about their clients and strive to provide professional service at reasonable rates. Thank you Patti and Janet!!

Terri and Sarah are great! Very happy employees always glad to see you. Best payday loans and low…read morecheck cashing rates.

I walked in hoping to get some insurance and was welcomed and guided by Cherie King, an amazingly…read morehelpful agent. Friendly & thorough, Cherie provided the exact information I needed that. Having tried to navigate insurance on my own this week didn't give me the choices she pulled up. I'm beyond grateful I came in there today!! Life changing really. I'll be looking for several other types of policies thru them next!! Thanks!