Sage Point Financial - Sarasota (FL)

Robert E Great investment counselor

John Faloni I’ve known Ben for a while now, and he’s always brought a sense of confidence and clarity to my financial plan. The entire team has been professional, responsive, and invested in helping me reach my goals. Working with them has been a great experience so far, and I truly feel my future is in good hands.

Trip Leidel Swaine & Leidel is the best place to for tax and finance services super helpful and very knowledgeable would recommend to any one

M H Robinson Wonderful people to work with. Mary Jo returned every call and email promptly. Mr. Saunders advice kept me calm during some stressful periods. I recommend Mr. Saunders and Mary Jo Jerkins.

JoAnn Gardner My husband and I are very pleased with the financial advice we’re receiving from Jennifer Miller. She has helped us dream of what we want retirement to look like, and now she’s showing us how to make those dreams come true through smart investing.