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Aksala Wealth Advisors - Evan Guido Group

Aksala Wealth Advisors

(1 review)

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.

From the owner: AKSALA Wealth Advisors, home of The Evan Guido Group, is purely focused on retirement transition…read moreplanning for those who consider themselves the "Millionaire Next Door." Our core strategy centers around rising dividend portfolios, providing our clients a current income stream that can increase over time. Our portfolios also offer you a prudent way to participate in the wealth-building process over the long term--so you can pursue a retirement with confidence. Run by President Evan R. Guido (contributor to the Sarasota Herald Tribune), AKSALA Wealth Advisors is your solution to a properly planned retirement. Studies show that planning and coaching leads to better outcomes. There's a lot of misinformation about finances out there--and that causes people to make misinformed or uneducated investment decisions. Accumulating resources is fairly straightforward, but distributing your hard-earned resources in a tax-efficient manner (and making sure they last) is where we come in. AKSALA Wealth Advisors are experts on combining wealth management and retirement income planning, so you know you're in good hands. And because most money decisions tend to have tax implications, it just makes sense to cover them both at once. As we work together to define your financial goals and uncover the best financial opportunities, we make sure that you're fully comfortable with all aspects of your investment strategy...

Fidelity Investments

Fidelity Investments

(5 reviews)

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!

They don't deserve any stars. I am still waiting for a cash transfer, and it will take 45 days, The…read moremanager Kelsey doesn't know how to use a calendar or a phone, when I called her extension it stated she would be back to work on Oct 7th the phone calls were made October 30 and 31, I decided to stop in on November 1 and nobody working knew where she was or when she would be there. During the 6-business day I left Kelsey 5 messages and after being on hold for a total of 6 hours she called me back today. One question I did asked if they were closed for lunch, they said no but I was on hold for 45 minutes and never spoke to anyone. Her staff like her doesn't use the calendar to let people know when they are out. In addition, Kelsey and her staff don't know to leave any message on their voice Mail explaining their absence or just don't care. I am going to transfer my money to Charles Schwab, which is across the street. I am still so mad so if you would like more information, please call my cell 407-509-9033 and ask for Anthony. Thank you and stay away from Fidelity in Sarasota.

Ranch Capital Advisors - Empowering Women

Ranch Capital Advisors

(1 review)

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

RetireProof - financialadvising - Updated May 2026

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