Palm Avenue Wealth Advisory Group of Raymond James - Sarasota (FL)

305 Patty Cake “PattyCake305” Never call back as promised.

Eder Charry It is a company that is always at the forefront, serious and responsible with its clients and related parties.

Marie Stewart Great experience! Very professional staff! Alex was great in helping me with my financial planning needs!

Darius Jordan Amazing imma overseas contractor she is my CPA for my career great work

Bert Rosado We had the pleasure of Trisha helping us to get our address changed and provide us with a copy of a transaction for the DMV in FL. Great service with a smile.

Diane Gosnell Doreen is knowledgeable and willing to do the research to find the best policy for you. Friendly with a great sense of humor. I feel like we have made a friend who can help us with our insurance needs.

Matt Gause Very competent, detailed, and the team delivers an engaging experience, and they get it done.....

Just Me Jay Fishe has been doing my taxes for over 20 years. He is the best in my opinion. The entire Team is very helpful and always professional. You feel welcomed and cared for here. I highly recommend them. Thank you Legacy Financial for your services.

Emanuel Asurza I have received great advice in regards of my current financial situation and all the different potential it has. I would say hands down Edgardo, has impacted my life greatly by bringing a great financial stability. Although he may look young, do not let the appearances fool you, since he is very knowledgeable. He has been in the Financial services industry nearly two decades now and I believe that speaks for itself.