Amerity Financial - Bradenton (FL)

Anna Zhang Thanks for Carlos Florean, he really helps me a lot today! He is so professional, patient and friendly. As a foreigner, sometimes I feel afraid to call somebody, because I cant get them too clearly. When Carlos helped me call the online service and said he will "fight for me", I felt so Appreciate! Also another staff seating beside him, so sorry for forgetting ask for your name. Thank you all the same! ٩(❛ัᴗ❛ั⁎)

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.

Lisa Blackman As a person who has not had Insurance in many years I want to reach out and thank Cindy Figueroa and Jimmy Adams for helping me today to get insurance with Florida Blue. These two individuals went far and beyond to make this process a easy process. This is a major blessing and a big stress relief since Im a 60 yr. old female who can now take care of things I have put off for many years because of finances. Thank you Cindy and Jimmy my prayers have been answered. Sincerely Lisa

Geoff Cunningham Mike and Shoreline are a top notch group. They have enabled me to look at my personal financials with a more informed set of eyes. In addition, they have helped me to modernize my approach to being a professional in the modern workplace. I will be working with Mike for years to come and suggest you do the same!

Rod B 5 Stars ⭐⭐⭐⭐⭐ Tatiana was absolutely incredible! From start to finish, she demonstrated the highest level of professionalism, care, and attention to detail. Her warmth and genuine passion for what she does truly set her apart. Tatiana went above and beyond to ensure everything ran smoothly and exceeded all expectations. I couldnt be happier with the experience and results.

Ella Steickland Excellent to work with. Thank you Vicki Ratliff.

Diamond Williams Best place to insure a farm! The team in Starke provides excellent customer service.