Keywords: establishment,finance,insurance_agency,point_of_interest

Mercer Advisors - Sarasota - Sarasota (FL)

Address: 🏡 1990 Main St Office 750, Sarasota, FL 34236
Phone : +1 (201) 201-5910

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJdxjjGgRBw4gR66V_fqgys4k

Others Near Sarasota,FL

LPF Financial Advisors - Sarasota
Susan Crocker: Mark and his team are extremely nice and helpful. When ever I have called for a question they are right on it!! Our 6 month reviews are educational and personable, which puts me at ease. Ive never been in a position to invest money until last year. Mark answers all my questions and explains it in laymens terms so I have a clear understanding. This team has been wonderful and trustworthy. I would highly recommend them.
Sara-Bay Financial Corporation - Sarasota
Patrick Shea: Our family background - my wife and I are second generation client with Sara-Bay Financial. My wife parents (School Teachers) invited us to meet with Sara-Bay Team (Mike, Ben, and Chris) about nine (9) years ago. Our first requirement was for our Financial Advisor (Sara-Bay) must be a fiduciary advisor. Our second requirement was no mutual funds we wanted a leadership stragety and not the same cookie cutter approach. Our investments have done tremendous under Sara-Bay guidance. Yes we had very bad days however our investments are performing well above the average investments. Recently we installed the Charles Schwab app on our phones to follow our investments. I had an issue with one account balance not showing up in our portfolio, I called Sara-Bay (Chris) and he was able to help me solve the issue within the same afternoon. Suzi and I have recommended Sara-Bay Financial Corporation to many of our friends. We feel very secure that Sara-Bay Team has reviews with each prospect portfolio to ensure they are meeting their requirements.
Merrill Lynch Wealth Management - Sarasota
Donna Schmidt: Calla G. is the best, professional and keeps me sane. My husband and I recently retired, M. L. has made us confident that we have made the correct financial choices.
Garcia Family Wealth Management at Morgan Stanley - Sarasota
Matt Gause: Very competent, detailed, and the team delivers an engaging experience, and they get it done.....
RBC Wealth Management Branch - Sarasota - Sarasota
Barbara: Terrible. Let my money sit and never advised me of anything. When I called them the guy was so rude. I put my money in a CD and as soon as it matures I will move it to another broker. There are better options out there.
Financial Advisors of Sarasota LLC - Sarasota
Prudential Financial- Timothy Mariano MBA Financial Planner - Sarasota
Strong Roofing SRQ: Tim Mariano wrote my life insurance policy and made the entire process seamless. He’s an absolute wealth of knowledge when it comes to life insurance and financial planning. Tim took the time to explain every option clearly, answered all my questions, and tailored the policy to fit my needs perfectly. You can tell he truly cares about his clients and their long-term security. If you’re looking for someone you can trust with your future, Tim at Prudential is the guy to call.
Forth Wealth Management - Sarasota
Jessica Perez-Cardwell: Forth wealth is an amazing financial management company. I was previously involved with a different company and moved over to FW. The caliber of service is unmatched. Craig Smith is an amazing adviser who gives you his honest advice and explains everything in a manner that not only creates an understanding, but makes the process enjoyable. I wouldn’t trust my wealth and financial future with anyone else! Thank you Craig
Wells Fargo Advisors - Sarasota
Irene Bowersock: Been trying since September to get an account de-linked from them.
Renee Martone-Cecil - Financial Advisor, Ameriprise Financial Services, LLC - Sarasota
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