Fiduciary Wealth Advisors - Sarasota (FL)

Jaime Stafford Ive been a client with JD Bowen since 2016. I have full trust in this intimate group of advisors that have given me over and above customer service. They really care about their clients needs and what strategies would work best for them. Ive seen my money grow over the years and the taste of financial freedom is getting closer each day! Here is a photo of me and my mom at the ladies Valentines lunch they hosted one year.

Carol1 We have been clients for over 20 years, Clinton has been a mastermind of our financial well being. The Staff is also a tremendous asset.

Chelsea Holland Kim and Brooke are the BEST! Very honest and down to Earth! If you need funds, I would highly recommend checking them out. They got me what I needed SAME DAY! THANK YOU KIM AND BROOKE!!!

Cobb Sheryl “Sheryl” I’ve been with Suntrust for 18+ years which is now Truist. I’ve been very please with all of their services over the years. I just had to take out a small loan to replace my a/c and I had the money in a matter of hours. Lorie Webster is great!

Tran Ngan I’ve been working with Elizabeth for over 8 years now, and I can confidently say she’s one of the best in the insurance business. We’ve been through a lot together—multiple policies and assets—and she’s always been incredibly responsive, proactive, and helpful every step of the way. Elizabeth truly takes the time to find the best deals and coverage options, and she does it quickly and efficiently. I really appreciate her dedication and expertise. Highly recommend her to anyone looking for someone reliable and trustworthy in the insurance world!

Laurie Jo Brignola Very caring and excellent service and very knowledgeable

Realjackass Normally Im Beyond Greatful for the Assistance They Help with For disabled persons. Or bills But little over TWO years ago I literally begged for a wheel chair ramp for my disabled mother. See Im disabled as well. We can only do So much she has been Trapped hostage so to speak in our home. But as I pretty much been told Good Luck

steve godfrey Dr stephen godfrey,LMHC,PSYD.