Econologics Financial Advisors - Largo (FL)

Pam DAmbrosio Excellent, friendly, clear comprehensive assistance. Wish I made contact with this firm for my previous legal needs.

Keith Jacoby Absolutely exceptional team and process! Above and beyond all expectations. Highly Recommended!!

John Brackett Courtnie is a very knowledgeable Financial Adviser and down to earth person.You always feel confortable sitting down and discussing your account and options you have with her.She always ensures that everything is explained and answers all your questions step by step prior to you leaving her office. She leaves no stone unturned which confirms you made the right choice by choosing her as your Financial Adviser. If you are looking for someone who has your best interest and ensures your part of the decision making process then I HIGHLY recommend Courtnie for the job.

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.

Daniel Merritt Great experience. Started with search online, Hope was quick to help with my search. She found an incoming truck and let me check it out before detailing. Gave me an opportunity to see the truck in "everyday condition". We worked out a deal that met what I wanted and needed. The truck was serviced, inspected and detailed...looked like a brand new truck! WOW!

Joycelyn C Melanie at the Lake City office was wonderful to work with on my loan. She was extremely patient and kind.

Derek Stabell David and Noah are a terrific team of financial advisors and I cannot be more positive with regards to my experience with them. David has advised our family for over 10 years now. He is responsive, very talented and knows the business of investing like no one I have worked with in the past. The customer service at this Unify office is professional, prompt, friendly and down to earth.

Jim Aux Beyer Wealth has done a great job investing my savings and growing my wealth. Mark and Sarah keep me informed and understand my philosophy and wishes. They respond quickly when I need help. Great service!