Derek Ifasi, CF2, CSS, CFS, CRPC, APMA - Tampa (FL)

Jan Aker The results speak for themselves, backed by the unequivocal dedication of her entire team. We as a family always feel she’s there , she listens , and goes the extra mile !

nancy kaufman We appreciate the guidance and professional support of Brad and his team- the game plan created by Berg W M Group has helped us feel confident planning for our retirement - Thankyou Team!

David Sullivan I’ve had the privilege of working with Slexis not only as a trusted investment advisor but also as a longtime personal friend—and I couldn’t be more grateful. Her professionalism, deep knowledge of the market, and thoughtful approach to financial planning are unmatched. She always takes the time to explain things clearly and truly listens to my goals and concerns. I feel confident knowing my future is in capable, caring hands. If you’re looking for someone who combines integrity, intelligence, and genuine care for her clients, look no further. She’s the real deal!

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.

Nathan Hayes Matt has been so helpful, he went the extra mile to get us approved on the right car. Thank you so much!! Highly Recommended!! A+A+

Whitney Ross If there was 10 stars i would definitely say this company is by far the best to help fix your debts and help establish building a business plan. The owner truly understands and cares in helping others. He has an amazing team that also cares for anyone who needs help plus they all make it less stressful and soooo much easier. For example Kaila has been really helpful in explaining on what to expect and has been on point. I’m very happy with everything that they’ve been doing and I will be continuing with future business opportunities. Thanks again you guys

Kyle Parry Friendly customer service and affordable coverage options. Great group of representatives , I highly recommend Sabal to handle all of your insurance needs.