Client Focused Financial - St. Petersburg (FL)

Cheryl Kennedy Title: Exceptional Financial Advisor Rating: ⭐⭐⭐⭐⭐ (5/5) I cannot express how fortunate I am to have Renae Aiple as my financial advisor. Renae is a true asset to anyone seeking financial guidance, and I wholeheartedly recommend her services. She never makes me feel like my questions are insignificant, and she certainly doesnt talk over my head with financial jargon. Instead, Renae takes the time to patiently explain concepts until I fully grasp them. She is proactive in keeping me updated on my investments and financial progress, ensuring that Im well-informed every step of the way.

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.

Eric Higgs I have enjoyed our transfer to Camarda. I have been welcomed and have had the opportunity to ask as many questions as I needed to make our choice to join Camarda a pleasant one. Raymond Bast is my point of contact and he has been phenomenal. Spending a great deal of time with him on the phone and emailing just to be sure my wife and I were completely satisfied and informed of all of the questions we had. I would highly recommend Camarda to anyone looking for a great team to handle their investments.

Selena Gonzalez As first time homebuyers, we couldn’t have asked for a better experience. Chris made the entire process super easy and was so helpful every step of the way. She helped us stay within our budget and always made us feel like family. I really appreciated how straightforward and honest she was throughout everything it made a huge difference. 10/10 would recommend her to anyone!!

Charles Paul Collins Particularly, our family was drawn to Singer Wealth Management and Singer Law, to help us manage our retirement portfolio and estate planning documents. What stood out above several other organizations we interviewed was the Singer Organization did not try to sell us something we didnt need. In fact, they reviewed our documents and financial plans and recommended updates to one estate document out of several to comply with Florida law. Every other organization recommended scrapping everything we had and starting over. To our family, it made all the difference about who to select as a key advisor.

Christina Williams Tried to scam us using this number. Its a valid Truist number but the REAL customer service confirmed no calls were made today to us from this number. Had us download an app. Got into our banking and asked us to transfer 2k to Cash App. I immediately started shaking as I realized he had all our banking information and was a SCAMMER. I called the REAL Truist and theyre freezing the account to investigate fraud. Be very careful. All of this started with a call to fix a Facebook issue. Keep your head in the game. These scammers are out thick and trick you easily.

gabe moncayo I bought a vehicle from them a few days back and got a great price for a really good car. Would definitely recommend them to anyone who needs a car. The saleswoman was super kind and informative.

N P “Gods Property” Always helpful

nate dixon Addy buigas -Lopez was amazing. I highly recommend her . if you sit down with her you will be well pleased .