LPF Financial Advisors - Sarasota (FL)

Betty Marmon This is one of the highly regarded people within the area of investments. Im certain he will support. Do not support overseas investing.

Dennis Fitzsimmons Great bank to do business with. Personnel are super nice and helpful. Gives you the small town banking feel of old, but modern and up to date on all banking needs.

Melissa Marco I used to be a member a long time ago ,but then that location was closed . However , we have always been happy with this credit union. My Dad and I went to the Sarasota branch for help with an unauthorized charge from someone trying to take advantage of a senior citizen.Yadiel was so very helpful in resolving our issue and really took a lot of stress off of our plate ! Thank you !

Madison Oliver We cant enough great things about Trina! She has helped us build our financial plan and actually understand it to where it makes us excited to have our meetings. She is extremely responsive, thorough and not pushy whatsoever. Any time weve had a life event, shes helped to reshape our goals and show us how to get back on track. Highly recommend!

Stephanie Crosby HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!

Erica Houdyshell Cypress bank has gone above and beyond to meet my expectations. Their dedication to their customers is unparalleled and I will continue to rely on them as a source of trust for my financial means.

Jackie Besson Great financial people!