Investing in Sarasota, FL

13 locations found near Sarasota

“The entire team at SRQ Wealth is amazing! Karin and Juliana were incredibly helpful, they made everything simple and clear which I really appreciate since I’m not very familiar with financial terms. Karin’s knowledge of taxes and its impact on investments was exactly the support I needed. I highly recommend working with them!”

5 Superb109 Reviews

“Been dealing with Robert at coastal coin for some years now and this place has built a reputation, with me and in the community, for being honest and respectable. It's extremely hard, these days, to find persons/businesses with values and integrity. By far the best coin shop in the 941 area... hands down. I am not a paid spokesperson. Haha. But in all seriousness, if you're looking to buy or sell precious metals, this is the place to go!!”

4.9 Superb71 Reviews

“Had a great experience with Isabel at Suncoast on Fruitville Road in Sarosota. We just opened a joint account here with all the bells and whistles and her service to us was excellent.”

4.5 Superb42 Reviews

“I have had an incredible experience with Aksala. Cody is an amazing advisor I would recommend him to anyone looking to invest. Awesome location and beautiful office in Lakewood Ranch!”

4.8 Superb34 Reviews

“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!!”

5 Superb16 Reviews

“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.”

5 Superb11 Reviews

“Rani Jeffries, vp financial consultant, is very knowledgeable, excellent communication, very flexible and trustworthy. I can highly recommend her for your investment accounts. Over the past 35 years of investing with various brokerage firms, the Fidelity on-line website has been great. The app is very good as well, but not perfect.
If I need to speak with a customer service agent at the 800 number, I usually don't have to wait very long. They have been very helpful and friendly.
The only error that I have encountered was when we requested a 42(t), 5 year withdrawal for $100,000/year, someone put $100/year instead. That's a big mistake, taking almost 2 hours on the phone to correct. That makes me a little uneasy about the firm.
As long as it doesn't happen again, I'll stay with Fidelity.”

2.9 Average64 Reviews

“PNC is great. I am especially impressed that they make debit cards in this branch. Twice I have had the magnetic strip on my card stop working and I got a new card the same day.”

3.2 Average21 Reviews

“Bianca was incredible yesterday. We were having trouble with our new account and she was determined to help us figure it out! We are so appreciative of her patience and willingness to help us.”

2.4 Poor39 Reviews

“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.”

2.2 Poor24 Reviews

“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.”

2.1 Poor19 Reviews

“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.”

1.1 Poor30 Reviews