Lone Star Wealth Management - Sarasota (FL)

5 /5 J. Shaw Renner: I have been a client of Mr. Charles Bryant for over 8 years. I am very pleased with his watchful eyes concerning my portfolio. He is the reason I have been a client for so long. As a single woman, I appreciate his expertise in investing. Update: Just want to say it’s been 2 years since my original review and Mr. Bryant is still my Financial investment consultant. He is doing a great job. And my investments have flourished through all the covid 19 months. Thank you Charles Bryant!

5 /5 Shawn James: I have recently transferred my portfolio to Mr. Bryant and Lone Star Wealth Management. The process was seamless and the level of communication prior to and throughout the process was extremely helpful and reassuring. Mr Bryant takes considerable time to educate his clients on market trends, investment strategies and many other considerations to ensure that his vision for helping grow your assets is in line with your financial goals. It has been a breathe of fresh air to work with an individual that genuinely cares about his clients on both a personal and professional level. I could not be happier with my decision to have Mr Bryant and Lone Star Wealth management on my side to help me achieve my financial goals.

5 /5 David Faust: Finding a financial advisor is easy. Finding an excellent financial advisor that puts your welfare first and foremost is hard. I was very fortune to find Charles 12 years ago before he started up Lone Star Wealth Management and it has been well worth staying with him financially. He has become a trusted advisor and good friend over the years. I had gone through several financial advisors before him and was very dissatisfied with their results and when it comes right down to it, results matter. Charles has been a great asset to my retirement. With his advice and financial guidance I have been able to enjoy a very fulfilling life style. I highly recommend Charles to anyone looking to improve their path through life.

5 /5 Sue Smith: We are so glad we found Charles after having a bad dealing with another advisor. He definitely is always looking out for your best Interest and takes pride in what he does. He is very unique from other advisors I have worked with. He is very proactive in his trades of equities almost to the extent you’d find with a day trader. There are some advisors out there that just pick a strategy and only look at it when you are about to have your visit. Charles has regular economic outlook updates for all his clients to educate you and know what he’s thinking. I highly recommend Lone Star if you are considering a change.

5 /5 Stacy James: As someone in my mid-30s with young children and a single income, planning for my familys financial future is a constant stressor. The customer service, investment options, and communication that Ive experienced with Lone Star Wealth Management as I navigate this process has been exceptional. Always able to get someone on the phone, I receive quarterly statements of my portfolios progress, and my financial advisor is routinely keeping me in the loop of market trends and providing me options to upgrade my strategy to be more aggressive, or stay with the steady growth we have achieved over the past several years. I highly recommend this company to anyone looking for a customized, professional, successful investment strategy.