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

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!

Everything you need or want for your favorite team. Great price and selection of products . Nice…read morepeople too!

From the owner: An independently-owned partnership with nearly 100 years of collective experience. We help you…read morebuild an expansive future for your family leading to a comfortable retirement. We do so by focusing on patience - with the fundamental goal being wealth preservation over time.

Kurt is a real stand-up financial planner. He provided my wife and I a free evaluation and…read moreconsultation, answered our questions, and didn't push any unnecessary services on us. I highly recommend Kurt and would give him more stars if possible.

From the owner: The Retirement Investment Roadmap™ is an interactive process designed to help give our clients…read moregreater confidence coming from a detailed, written strategy employing the latest financial planning, risk assessment and wealth management technologies to help address each of the following critical areas of their retirement plan: Income and expense planning - Social Security Optimization Investment planning Health care planning Tax-efficient strategies Estate and legacy planning Gulf Coast Financial Planning serves Lakewood Ranch, Bradenton, Sarasota and the surrounding areas along the Gulf Coast of Southwest Florida.

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!!

I highly suggest the team at Ranch Capitol. I like the 360 approach from investing strategy, to…read morefinancial coaching. Greg has been my financial advisor for over 15 years and has always provided excellent advice and coaching. I am most pleases with the performance of my accounts under his management. We recently hired Abby for financial coaching to hold us accountable to spending less and investing more to meet our long term goals. Make more, blow more used to be our motto. Abby taught us to make more, invest more, spend sensibly! Elissa worked with us to secure best rate life insurance and is always there to accommodate the needs of our growing family. This powerful combination has secured our financial freedom. More importantly we feel safe and secure knowing we have a team of people to guide us.

From the owner: At Ranch Capital Advisors, we believe great financial advice begins with purpose…read more We’re an independent wealth management and virtual family office serving successful families, business owners, and retirees who want more than just investment returns—they want clarity, confidence, and peace of mind. Our mission is simple: to provide dependable financial advice that leads to meaningful results. We help our clients make smarter decisions about their money, business, and legacy through personalized planning, disciplined portfolio management, and faith-based stewardship principles that guide every recommendation we make. Whether you’re preparing for retirement, selling a business, or planning generational wealth, our team is dedicated to serving you

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.