Sara-Bay Financial Corporation - Sarasota (FL)

5 /5 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.

5 /5 Rusty Hanna: A truly exceptional experience with Sara-Bay. A boutique firm with the attentiveness you should expect. As a long-time client, I can attest to the passion and expertise of the firm’s leaders going to work for their clients every day. A huge decision when having a firm handle your personal wealth. You can trust the at Sara-Bay has your best intentions at the forefront of all potential investments. Call them, you won’t be disappointed!!

5 /5 Cindy Severns: Sharp group. Professional, yet they treat you like family.

5 /5 Adam Heroux: Love the excellent customer service and sound advice