STAR Financial Solutions - Sarasota (FL)

David Sullivan I’ve had the privilege of working with Slexis not only as a trusted investment advisor but also as a longtime personal friend—and I couldn’t be more grateful. Her professionalism, deep knowledge of the market, and thoughtful approach to financial planning are unmatched. She always takes the time to explain things clearly and truly listens to my goals and concerns. I feel confident knowing my future is in capable, caring hands. If you’re looking for someone who combines integrity, intelligence, and genuine care for her clients, look no further. She’s the real deal!

Jim Aux Beyer Wealth has done a great job investing my savings and growing my wealth. Mark and Sarah keep me informed and understand my philosophy and wishes. They respond quickly when I need help. Great service!

Donald Mears Cole is the best of the best! I had several appointments in the one of Mariannas office and they had to cancel because of their staff was sick! The young lady at the Mariannas office called Coles office and made me a appointment for that day! I drove over 30 miles for this appointment to get my income taxes done! You guys always do a great job but this time it aways beyond that! Thank you again Cole!

Noelle Lewis Their customer service is WOW. I have always been talked to with friendly voices. I made a mistake with my account and they have always been so communicative and helpful in the process. They explain everything throughly and make sure I am satisfied. Thank you!!

Wholesale Team the best of the best

J-liz Hoffman Great financial help. Mr. Gates is very knowledgeable and explains things wonderfully.

David Wiegman We have been using Angela at Sage wealth for approximately 4 years.We have been pleased with her financial guidance and the results. Angela is an excellent choice for your financial planning and is a pleasure to work with. David Wiegman