I had an excellent experience with WFL Agency. The team is professional, responsive, and truly…read morecommitted to providing outstanding service. Melissa DeAngelo is the most knowledgeable commercial insurance broker I have ever known--her expertise, attention to detail, and clear communication made the entire process smooth and stress-free. She took the time to explain everything thoroughly and ensured all my needs were met. I highly recommend WFL Agency to anyone seeking reliable, top-quality commercial & Personal insurance services.

I called a couple of times looking for a quote. I gave all the details on first call. Got no email…read moreback with said quotes . Called next AM and left a message- Verified my email in case they had made an error- and still no callback a week later. No longer an office presence on Clark Rd. All work is being done online.

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.

They have been taking care of my Insurace needs for many years. There are very good and capable…read moreagents working there. However special kudos for Gwen Evan's who just helped me with a very tricky problem. Many thanks Gwen.

I have had my home owners Insurance policy with them for many years and never had any problems. I…read moredecided to get flood insurance and that is when my problems started. Jill was to get me a quote, and never got back to me. I finally called them back and asked for a different agent. Bruce helped me, but couldn't get me any answers or help with the 20% discount due to cities in FEMA's Community Rating System. He never followed up, and I had to keep contacting him. Bad customer service!!

Mimi was great! My mother passed last year, and Mimi explained to us why we didn't have to file…read morefor her when another tax preparer wanted us to pay $750 to do a final return that wasn't needed. We also had some confusing issues with my husband's retirement that she helped us understand. I definitely recommend Mimi - she's honest, professional, and friendly, and I wouldn't hesitate to use her services again.

I had an occasion to call State Farm re towing of my car. My contact was Matthew Matyasi. This…read moreyoung gentleman was professional, polite and knowledgeable. He expedited my needs immediately and efficiently. many thanks Ron B.

Tyler was a pleasure to work with extremely knowledgeable, providing solutions that will benefit us…read morefinancially for a long time.

We've had our home & auto insurance with Hyde Park for about 2 years now. They are insurance…read morebrokers, so they will find the best insurance @ the best price. They saved us about $700 on our home insurance & $500 on our auto. They were very easy to deal with & are always available to talk. Thank you!

After AAA raised our auto insurance rate 20%, I called their office and asked our agent, Jordie…read moreBennett, why the raise. She said she would have to get back to me and said she would call back later that day. Never heard from her. Called back a few days later, had to leave a message. Never heard back. So asked some neighbors and one recommended Hyde Park Insurance in Sarasota. Called and was connected with Julie Jeffus, who was able to save us several hundred dollars with the same coverage. They are an independent broker and therefore work with many companies to get you the best deal. Julie is very responsive, personable and interested in you as a person and your needs. She did such a good job we are moving our home insurance from AAA to them as well. I highly recommend Julie Jeffus and her company, Hyde Park Insurance; phone: (941) 921-7400.

I highly recommend this down to earth professional financial advisor. It is not easy nowadays to…read morefind someone who looks out for your best interest and not just someone looking to make money for themselves... Martin is very professional , he covered all the major details in order for us to find the proper product for our family. I am very comfortable doing business with him , we have since added many more products including college funds for our children thanks again to Martin Ballestero.

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