My sister and I had such a positive experience with Sean at Coastal Coin Company! We appreciate…read morehis expertise and patience. Thank you, Sean. This is a small, unassuming shop in Sarasota. Professional, really friendly, and we felt taken care of. We hope someday to do business there again!

Absolutely wonderful little shop! Been routinely buying bits of gold and silver here for a while…read moreand have been thoroughly impressed by the quality of service here! I'm often greeted by name and they take time to help explain all my questions and never pressure me to go with anything. Highly recommend if you are looking to invest in coins or bullion! Prices are very fair and a lot better than most online places and the other in person shops I've looked at:) -Phoenix

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!

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!!

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.

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 honestly wish I could give more than 5 stars. I'm a realtor and this was a personal transaction…read morefor me and my family. It's actually the second home we have bought from the Safe Ira Group. I had the best experience possible! I had a child at the end of this transaction and was feeling a lot of pressure. Marvin and Alicia went above and beyond to ensure we got everything handled and that our family was in the home by Easter! I can't say enough good things about Safe Ira and the people they have running the business. If you're thinking of buying, do it with them!

Safe IRA Investments might be the biggest fraud in the real estate game. I was initially looking to…read morerent a place in Sarasota, and they had a property listed in which I checked out. After the walk through with Jeff, who knew ABSOLUTELY NOTHING about the property, he informed me that it would be essentially the same price to buy as it was to rent. This was the first lie that came from this sorry excuse for a company told. After getting started with the preapproval process, I was promised repairs on the property in which were completely disregarded. They we're originally supposed to repair all windows in the house, and because their contractors didn't pull permits, an immediate stop work order was placed on the garage. After that fact, Safe IRA informed me that they we're only going to replace a few windows in the house(the cheapest ones) making the home not hurricane resistant safe. The documentation process was also a nightmare as their team ignored a lot of calls/texts/emails in regards to the property and paperwork required. I was once told over the phone that they were "not going to repair the things they promised, as they had a cash offer behind me and if the contract fell through, they didn't care. They asked me for some pretty invasive information in order to get the paperwork to go through, even asking me to admit that I was in a domestic partnership with my business partner that was purchasing the home with me. They also did not repair A SINGLE ITEM on the inspection list. After the closing on the home, that's when the real nightmare began. Everything that was "renovated" in this house was essentially thrown together with glue. After the first day, I realized that all of the plumbing was bad and the drains and sinks were all backed up. Within the first week, we realized that the electric wiring in the house had to be completely redone. Not days later, the AC went out. The windows that they had replaced, we're all done incorrectly and needed to be replaced. Once the deal closed, all parties of IRA completely ignored my calls/texts/emails. This company will attempt to sell you a house that's barely held together for above market price. I wouldn't recommend this company to my worst enemy as it's been the worst investment and buying process I've ever experienced. I would give zero stars if that was an option.

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

These guys are definitely New Yorkers. If they can take you, they will take you. And if they can't…read moretake you, they'll probably tell you to hit the street. It's difficult talking to them. It's one of those personalities that rubs most people wrong, certainly rubs me wrong. I wouldn't try to sell them anything because you'll probably get taken. But if there's something that they have and you really want it, I don't think their prices on everything are unreasonable.

Nice people, nice store. but make sure your wallet is secured to your body. Over the phone they…read moregive you a quote and when you get to the store, the price seems to be about half of the quote.

SEC Registered Investment Advisory Firm, very successful and profitable discretionary asset…read moremanagement program, experienced advisors and staff. Very friendly and low-key.

From the owner: We specialize in financial services, specifically Wealth Management, Asset Management, Financial…read morePlanning, Retirement Planning, Estate Planning, and general Financial Advising services.