Sage Advisors - Sarasota (FL)

Michael Stephany My wife and I came here and were greeted with a very professional and courteous team. They created a detailed and personalized plan for us that gave us peace of mind. They answered all of our questions and took the time to walk us through everything. We are looking forward to working with them and we are excited for the future!

Kelly Testa I’ve have worked closely with Scott on several transactions, and I can wholeheartedly say that he is one of the best in the business. His creativity and hard work in finding the best solutions for our clients are truly commendable. Not only has he consistently gone above and beyond to ensure a smooth process for his clients but he has also become a trusted friend. If youre looking for a reliable lender who genuinely cares about his clients, I highly recommend Scott!

GLADYS VILLALOBOS I had a great experience working with Amanda—she was incredibly helpful and made the entire process of obtaining my insurance cards quick and easy. She kept me informed every step of the way and ensured everything was handled in a timely manner. I truly appreciate the excellent customer service provided by Amanda.

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.

Natalee Goga Awesome experience and Timna was amazing