Quantum Planning llc - Bradenton (FL)

BenGraybar Their holistic planning shows my financial picture in a way I had not seen. It enabled me to make better financial decisions.

Patrick Shea Our family background - my wife and I are second generation client with Sara-Bay Financial. My wife parents (School Teachers) invited us to meet with Sara-Bay Team (Mike, Ben, and Chris) about nine (9) years ago. Our first requirement was for our Financial Advisor (Sara-Bay) must be a fiduciary advisor. Our second requirement was no mutual funds we wanted a leadership stragety and not the same cookie cutter approach. Our investments have done tremendous under Sara-Bay guidance. Yes we had very bad days however our investments are performing well above the average investments. Recently we installed the Charles Schwab app on our phones to follow our investments. I had an issue with one account balance not showing up in our portfolio, I called Sara-Bay (Chris) and he was able to help me solve the issue within the same afternoon. Suzi and I have recommended Sara-Bay Financial Corporation to many of our friends. We feel very secure that Sara-Bay Team has reviews with each prospect portfolio to ensure they are meeting their requirements.

Arnalie Fleishman I became a client of Matt Antos almost 20 years ago. He was recommded by my parents and they were very pleased with his expertise. Matt and his staff are always courteous and very professional. Monthly emails are sent pertaining to the state of the economy and how that may affect a persons portfolio. I receive quarterly phone calls regarding my portfolio and if Matt feels an investment isnt doing as well as he expected his advise might be to switch to another and explains his reasoning. I feel confident that he is always looking out for my best interest.

Thomas Dzielak Greeted as soon as I walked in the door and asked what services I needed handled. Was just cashing a check. Melissa was my teller and she did a wonderful job. Felt secure because she asked for my identification and verified my account # etc. she was very professional and friendly. The kind of people you like to deal with on a daily basis . there were plenty of parking spots available as well.

Omar Dominguez I had the worst experience at this place. They told me that because Im Latino, they couldnt help me and that I had to manage my investment accounts over the phone. This office was only for white people.

Brandi Creech Very welcoming, very nice, didn’t get aggravated wasn’t acting like he Didn’t want to be there. He wasn’t in a rush, but he got it done pretty quickly. I will definitely be back next year.

Letrice Waiters The customer service is the worse. The receptionist is rude and snotty. Came in to move My daughters 569 account. she clearly told me that I could not be seen at that office. I had to contact my service representative that was in Missouri when he finally gave me a call. They let me know that Garth could have saw me at the office also when I went back and asked her why did she tell me I could not be service and couldn’t answer any questions. She stated that her computer would not give her that information! Garth, however Was in his office, heard every detail and did not try to come out and explain what was going on very awkward. Did not know that Edward Jones had moved my account from his care to another representative So both of them were overseas of my account.No notifications nothing.