Path Financial LLC - Sarasota (FL)

brandon martin Wallifa was inviting as well as very helpful in assisting me to open a new account and apply for a credit card. gave me great advice and answered every question with a positive attitude.

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.

g abrotsky The only thing I can speak on is my personal experience and I advise people to understand what they are getting into.

Mariana Pino They were responsable, smart and quick. They understood my needs and found a great and safe solution to solving my questions. 100% recommended!

Ann Collins Better than expected!

Mg Chris ⭐️⭐️⭐️⭐️⭐️ "Super easy to work with Alex he was really helpful throughout the whole process. Always quick to respond and made everything feel simple. Definitely recommend if you’re looking for a broker you can actually trust." Thanks again!