Theresa Lundine was our Fiduciary and totally went over our entire trust today with us and we were…read morerelieved to know we were in good hands. We feel at peace and secure. Thank you!

Teresa Lundine was the best. She explained everything and made sure we were 100% satisfie.read more

Amazing!!!! Good people always there to take your calls and give good advice. whatever you're…read morelooking for I'm sure they have.

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.

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.

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.

Gulfside Mortgage Services is amazing. From start to finish, they made the process for securing…read morelending a breeze. It had been challenging working with other lenders in the past, but this company flipped the script. Tony Moore and his team made it happen, and seamlessly. The whole team is very professional, knowledgeable, personable and they made themselves very accessible. Tony called us every Tuesday with status updates. We highly recommend them.

My uncle and I had a good experience purchasing a property together in fort myers with the aid of…read moreGulfside Mortgage. Tony, Michelle, Terri, and the rest of the team did a good job answering any questions and gave advice that helped us get the home. I'm looking forward to refinance with them especially since you save so much refinancing with them after you have already worked on the home purchase with them. Also, the house warming gift was a perfect touch!

Frank David DeMarco is very experienced and educated about health insurance and wealth investments…read moreand how to prepare for retirement. I have been a colleague of David's for many years and I am always impressed with how he helps my client I refer to him, or the clients and cases in which I am the Trustee and we need to protect my clients assets. I would recommend him to anyone with health insurance or financial investment needs.

I cannot say enough wonderful things about Janet Blum, my marketplace insurance agent. She is…read moreabsolutely amazing. Before working with Janet, I had two other agents, and I only realized later how much I had been missing. Not only had I been overpaying for my insurance, but some of the best options available to me based on my income had never been explained or presented. From the moment I connected with Janet, everything changed for the better. She is consummately professional, incredibly knowledgeable, and genuinely committed to helping her clients understand their options and get the best possible coverage. She is also extremely easy to reach--a breath of fresh air after struggling to get responses from a previous agent. Janet always gets back to you promptly, communicates clearly, and truly goes above and beyond in every way. She also handles Medicare, and I highly recommend her for that as well. Her depth of expertise and the care she brings to her work make the entire process smooth, stress-free, and empowering. Janet is a rare gem in the insurance world. I'm so grateful I found her, and I recommend her wholeheartedly. You will be so glad to have her as your agent!

I received a call from their investment team, a cold call im sure as i dont recall them before, but…read moreim happy to say i took it. always been more into stocks and indexes as a place to fight against inflation but with the last two years hurting me so much, i knew it was time to find something else in addition to it. Patrick was very helpful and gave me a ton of resources to learn and grow from for real estate. I didn't invest with them yet as i'd prefer to see more, but the value out of the gate has been solid.