I had been seeking for a firm which I could entrust with managing my investments. I was had been…read moretrying 3 other firms prior to this, and I did not feel they were working FOR ME. In mid 2018 I proposed they manage 40% of my IRA and I will manage the other 60% and see how they compare with my management, and they agreed to do so. I did fairly well, but they did it a bit better, so I felt confident with them taking over all of my IRA and two other portfolios in early 2021. The main reason I did that was to manage my investments for Betty, my wife, should I pass away. AND they did fulfill their commitment to reduce their fees from 1.5% to 1% if they grew their customer base, which they have. But not only due their management my investments but they offer many other services to advise their clients regarding life planning, taxes, etc. And to enjoying living while they are entrusted to handle my investments. A FULL service not just investment advice. I strongly encourage others to entrust HD Money as I have.

We had been with Well Fargo Advisors for several years…read more However, the move to HD Money was the very best move we have ever made. The whole team stays on top of the market and watches your accounts as if it was their own. We just wish we knew about them sooner. Never been happier with the results we have had even in the bear market. If you are not pleased with your advisors, call Stuart today for an evaluation of your account. Frank and Phyllis N

Great location. Nice people. Honest. Have known Mark for almost 30 years. Great people. LPF know…read morehow to help people retire from Verizon and live comfortably.

From the owner: At LPF Financial Advisors, our advisors specialize in helping people prepare for and transition…read moreinto retirement. We believe that we have a responsibility to be good stewards of our client's wealth so they can focus on the things in life most important to them, other than money. We utilize strategies with the hopes of protecting our client's retirement lifestyles and passing wealth on to future generations according to their wishes. We serve a select group of individuals, families and businesses. Those who may benefit from our services typically: Desire a personal relationship rather than just being an "account" Are open to objective advice and can implement suggested solutions Want to simplify, streamline, and consolidate their money management

We've been with Paychex (originally Oasis) for nearly 30 years, and it has been a slow, frustrating…read moredecline ever since Paychex took over. What used to be a supportive, reliable relationship has turned into an absolute nightmare. Customer service is almost nonexistent -- it takes multiple calls and emails just to get basic questions answered, if at all. There's no consistency, no follow-through, and zero sense of urgency. We've been passed around from rep to rep without ever getting real help. Worse, their pricing has become outrageous. Fees have ballooned, and there's no transparency in how they calculate what we owe. We strongly suspect we've been overcharged for state unemployment taxes and other employer costs, but getting a straight answer is nearly impossible. We are a small, family-run business -- the exact kind of client Paychex claims to support. But instead of helping us, they've taken advantage of our loyalty and made it clear that once you're in, they stop trying. We will be leaving Paychex as soon as our contract ends and will never return. We're actively warning other local businesses to avoid them as well. There is absolutely no benefit to working with a giant payroll provider that treats small businesses like we're disposable.

Paychex does not deserve any stars. They mislead clients with their pricing. While it may seem…read morereasonable, it comes with a lot of stress. The customer service and management are terrible--words can't express how frustrating the experience has been. You can send emails to management, but they are often away from their desks and limited to email communication. Every week, they assign a different representative to you, and it's almost impossible to get someone knowledgeable when you call. They consistently mess things up. I gave them a second chance, but the same issues persist. This has been a horrible experience, and I am taking my account to a different payroll company.

Our EJ broker is in Sarasota. We moved to Arizona a couple years ago, but will always want him to…read morebe our advisor. He was my father's broker for years, and tolerated my dad's annoying behavior, even attended his funeral. We could not be happier with his thoughtful and caring handling of our accounts, my sister's too. This company has impeccable credentials and excellent, responsive customer service. Highly recommended.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. 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.

When it comes to health insurance, they don't get back to you when there's a problem they just want…read moreto take and sign you up to health insurance and once you're signed up that's the end. No help from them like they promised.

From the owner: Sarasota Health & Financial is a full service independant Life and Health insurance company. We…read morespecialize in : Individual and Group Insurance, Life Linsurance, Medicare Supplements, Medicare Advantage Plans, Prescription Drug Plans