Tampa
Canandaigua National Trust of Florida
42.32
42.32
Overview
Canandaigua National Trust of Florida offers Retirement, Investment Management, Trust and Estate Services in Sarasota, FL,
Features
Wheelchair accessible parking lot
Wheelchair accessible entrance
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Quality
Pricing
Innovativeness
Overall
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This financial service provider is located in the Center of Sarasota City, in a wheelchair-accessible building. The company, Canandaigua National Trust of Florida, offers a range of services including Retirement, Investment Management, Trust and Estate Services. Their main office hours are from 9:00 AM to 5:00 PM on weekdays, with reduced hours on Wednesdays.The team at Canandaigua National Trust of Florida seems to be highly skilled and knowledgeable, with excellent communication and coordination among different advisors. However, their physical appearance and exterior may not be as polished as one would expect, which affects the overall quality of their service. The pricing of their services is quite competitive and offers excellent value for the quality provided. However, the limited availability on Thursdays might be an inconvenience for some clients. The team at Canandaigua National Trust of Florida also offers personalized service, making them a trusted advisor for many clients. Their services include Executor and Trustee Services, Investment Management Accounts, and Asset Management. The company's commitment to excellence is clear in their work, with a focus on providing the best possible outcome for their clients. One notable area of improvement is the visual appeal of their office space and its accessibility. Their expertise in wealth management and financial services has earned them a 5-star rating from third-party sources. The staff is welcoming and approachable, making it easy for clients to feel comfortable and at ease. The company's focus on innovation is evident in their approach to wealth management, which is tailored to each client's unique needs. Overall, Canandaigua National Trust of Florida is a reputable and reliable financial service provider in Sarasota. Their commitment to excellence and personalized service has earned them a strong reputation in the community.
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Hours
Closed
Friday
Saturday
Sunday
Monday
Tuesday
Wednesday
Thursday
Categories
Financial Service
Financial planner
Accountants
Financial Advisors
Investment service
Financial consultant
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