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9:30AM - 5PM
5275 University Pkwy Unit 129, University Park
Investing
“Had a wonderful experience with Luca today. Very knowledgeable and professional. Took his time and explained things to us. My sister and I feel like we have gained a friend. Will return for any buying or selling needs in the future”
9AM - 5PM
6260 Lake Osprey Dr, Sarasota
Investing
“Aksala has stewarded our real-estate sale proceeds and shared 1031 investment options and cash management solutions to our rental management company.A MUCH better paperwork and knowledge experience with higher MM returns than traditional banking solutions we considered.Happy we looked beyond the “bank””
“After hauling my childhood coin collection thru various states where I have lived, it was finally time to let some other collection enjoy them and add to their collection. The staff at Coastal could not have been nicer with regards to explaining history, researching value of some of my foreign coins and most importantly offering a very fair price for them. It's obvious they enjoy what they are doing and sharing that enthusiasm with others. Rather than try to cover all the aspects of "collecting" or concentrating on gold and bullion, they stay in their "lane" with coins and coin related(banks) items.”
“Samantha was incredibly helpful and reassuring during the loan application process! She made everything easy and I ended up getting a better rate than I initially thought!”
“I have known Jim Cooper since he was a 20 something who taught school with me. I always knew him to be smart, optimistic, and ethical. He was a natural choice for me as a financial advisor. Over the years he has shepherded my financial portfolio and counseled my financial anxieties to the point where I have seen growth to the point where I now feel I have a comfortable retirement.The transition to Beacon Pointe by this firm looks like a great move. I recently took advantage of Beacon Pointe’s relationship with Chapter Medicare advisors. They provided the same outstanding service I have always gotten from Jim and have come to know from Beacon Pointe.”
9:00 AM - 5:00 PM
1605 Main St, Sarasota
Investing
8:30AM - 4:30PM
2201 Cantu Ct # 102, Sarasota
Investing
“A truly exceptional experience with Sara-Bay. A boutique firm with the attentiveness you should expect. As a long-time client, I can attest to the passion and expertise of the firm’s leaders going to work for their clients every day.A huge decision when having a firm handle your personal wealth. You can trust the at Sara-Bay has your best intentions at the forefront of all potential investments.Call them, you won’t be disappointed!!”
8:30AM - 5PM
100 University Town Center Dr, Sarasota
Investing
“There was a time when the customer service was not good, but in a number of recent visits that has all changed. This morning, their office was buzzing, but I still received prompt attention and all of my questions were answered.”
9AM - 6PM
7366 52nd Pl E, Bradenton
Investing
“When we wanted to purchase a boat in Florida we needed to access funds from our non-PNC bank in PA. Donna (? last name) at the FL Rt 64 branch went above and beyond to help us out. She spent over an hour working with us and our PA bank to achieve our aim. She was friendly, professional, and knowledgeable.”
9AM - 6PM
5440 Clark Rd, Sarasota
Investing
“I’ve had nothing but good experiences at this branch for several years. Helpful whenever I want to withdraw money without my checkbook (I don’t use the drive thru ATM for various reasons). Very helpful when I wanted to buy a CD. Staff is always pleasant.”
“I deal with their 800 number. They are great and easy to work with. Only reason for the 4 is sometimes they don’t have good broker cd rates. The last year they have gotten me some great rates. Why deal with a branch when you can do it on the phone.”
“We went to this branch on Fruitville Rd. to open a business checking account. We were greeted as soon as we walked in by a teller. Theresa took us to her office to start the process. She was very friendly, helpful, and seemed to genuinely care. She was not the person who does business accounts so she passed us over to another lady who usually works at the Siesta branch. Madeana was also super nice, and she helped us get our account set up quickly. She explained all of the services available as well. I opened an account at Chase not too long ago and it was over a 4 hour process. Now I'm thinking about switching all of our accounts over to PNC.”
“I am always treated with respect whenever I go to PNC Bank. They may not have as many locations as other banks, but they make up for it in customer service and competitive rates. This location, and the branch on the Fruitville, I find myself at quite a bit. They all know me and I am addressed by my name. I think we have a strong business relationship built up over the past few years. I also like how they are located inside of Giant Grocery stores up North (I travel to Maryland) and they have extended hours at those locations. Their services fit my needs and I am happy banking with them. I am uploading a photo of their business hours for the location on University.”
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“We are fairly new to SRQ Wealth, but from every contact point with them, they have been consistently knowledgeable, helpful, organized, professional, and kind. We look forward to working with them well into the future.”