Robert is extremely knowledgeable and knows how the money system really works. Extremely kind man…read morewith lots of knowledge in monetary and coinage!

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

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.

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.

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...

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

Great people to deal with. Anthony & Luca are knowledgeable, professional, and friendly. Highly…read morerecommend them if you are interested in buying or selling gold coins. Steve A.

Can't say enough positive things about this establishment! I received a fair price for the gold…read moreitems I brought in to sell. Anthony was very knowledgeable, as was Luca. I appreciated that they shared their knowledge of gold, silver & coins.

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.

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.