Financial Advising in Sarasota, FL
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11 locations found near Sarasota
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1 North Tuttle Avenue Ste 1, Sarasota FL 34237
“We couldn't be happier with our decision to work with SRQ Wealth! After researching several wealth management firms, we are so glad we chose them. Their team is professional, knowledgeable, responsive, and always available to answer questions or provide guidance. Communication is excellent, and their attention to detail and timely follow-through are greatly appreciated. Most importantly, we have complete trust and confidence in their team. They are truly a pleasure to work with, and we highly recommend SRQ Wealth!”
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1943 Morrill St #1, Sarasota FL 34236
“I have used Beacon Pointe for a very long time for my retirement account. Most importantly, the performance has been excellent and beyond my expectations, but on top of that, it’s just been a real pleasure to work with them. I’ve always gotten an answer whenever I called, and over time I’ve just felt safer and more comfortable. When you’re talking about money that you’ve worked hard for, it’s tough to put a price tag on that. I would highly recommend this company. There’s no question that they truly care about their clients, and they are fiduciaries, so there are no outside interests, conflicts of interest, or anything like that. When I’ve been to their client events, I also get the same feedback from other clients as well, so I know I’m not alone. I would highly recommend them!”
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2601 Cattlemen Rd #302, Sarasota FL 34232
“If your looking for a financial advisor that truly cares about your financial future then look no further. Mark Picchi the person to trust your money to. He patiently explains your options and recommends the ones that best suits your personal needs. He is highly knowledgeable about all the smart ways to manage your money. We have been with him since 2009 and he has guided us through the maze of retirement and our finances. Than you Mark for always being there for us. Ed and Brenda”
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2201 Cantu Court Suite 102, Sarasota FL 34232
“I've been a client of Sara-Bay Financial for over 10 years, and I can't say enough good things about Ben, Chris, and the rest of their team. From the beginning, they took the time to understand my financial goals, ask thoughtful questions, and genuinely listen before developing an investment strategy tailored to my needs. I initially gave them just a portion of my retirement funds to manage while keeping the rest in bank mutual funds and investments I managed myself. After a few years, I could see they were consistently achieving better results than I was on my own, so I eventually transferred all of my investment accounts to them. More than a decade later, I'm extremely happy with that decision. My investments have performed very well, their fees are competitive, and their team is always responsive and efficient. Even though I live on the other side of the country, working with them has been seamless. The peace of mind and convenience of having professionals manage my investments has been invaluable. I highly recommend Sara-Bay Financial.”
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1634 Main Street, Sarasota FL 34236
“I've known George Famiglio for over 35 years now and had the pleasure to work with He and his staff for taking care of my accounting needs for my business and personal, He and Staff are excellent, extremely knowledgeable and has-been a very good friend. After all My years in business with all my business's my opinion is the best CPA and staff I've ever known. I'm retired now but if I was to come out of retirement Famiglio and associates would be my first call. M Joseph,”
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1343 Main St suite 418, Sarasota FL 34236
“Erik, our advisor at Taylor Financial, is always available to answer complicated financial questions with simple, easy-to-understand answers. He never tries to sell us a product without first explaining the pros and cons in an honest manner.”
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2477 Stickney Point Rd #117B, Sarasota FL 34231
“Great team of honest, helpful, experienced professionals. Portfolio returns have been consistently good with minimal volatility given my stated goals and risk tolerance.”
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100 University Town Center Drive, Sarasota FL 34243
“Jason Wilson at the Charles Schwab branch in Sarasota provided outstanding service and truly went above and beyond in taking care of me. From our very first interaction, he was exceptionally responsive, always quick to return calls and emails, and proactive in keeping me informed. His kind and professional manner made every conversation easy, and I felt that he genuinely had my best interests at heart. Jason’s attention to detail and willingness to explain everything clearly gave me tremendous confidence in the guidance I received. I highly recommend Jason Wilson to anyone looking for a knowledgeable, responsive, and caring professional at Charles Schwab in Sarasota”
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201 North Cattlemen Road, Sarasota FL 34243
“Happy customer for nearly 20 years. Local office is excellent. 800 number staff is extremely professional and efficient. Low fees. No fee trades. Excellent returns on their mutual funds. Far outperformed other companies I was forced to work with due to my employer, but now that I am on my own, I am extremely happy with my returns.”
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2817 Cattlemen Road Suite 2817, Sarasota FL 34232
“Their tech is amazing. Their customer service is spot on. I can't believe how lucky we are to have stumbled upon them via a networking event. Thank you all!”
