Edward Jones - Financial Advisor: Cliff Howard - Madison (FL)

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.

Tierra Walker I had a fabulous time at the Behind The Scenes event. Lots of friendly people and network connections. Very informative and and fun

Jocelin V I wish I could give more than 5 stars. This is the absolute best credit union! Briana Arnold is who I do most of my business with and she is truly a great aspect to Envision Credit Union. She is so friendly and gives the best service.

Eduardo Fernandes Great place and amazing staff.

Blake Goodman I can’t say enough great things about Amber and the team at Laake Financial. Everyone there is professional, responsive, and incredibly knowledgeable and always willing to take the time to help me help me truly understand the homeowners, flood, and auto insurance coverages available, which has saved me considerable time and stress. When having to go through a claim for the first time Amber really went above and beyond to help clear the path for us to make the process run smoothly. If you’re looking for a trustworthy and dedicated insurance agent who takes your best interest to heart, I highly recommend Laake Financial.

e sandber Always helpful! Convenient location for us…