Elevate Advisors

Foundational Future - Sarasota, Florida

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 1924 S Osprey Ave Ste. 201C, Sarasota, FL 34239, United States.
Phone: 9415043893.
Website: foundationalfuture.com
Specialties: Financial advisor.
Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Foundational Future

Foundational Future 1924 S Osprey Ave Ste. 201C, Sarasota, FL 34239, United States
☎️9415043893

⏰ Open Hours of Foundational Future

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Foundational Future

Una empresa de asesoramiento financiero ubicada en Sarasota, Florida, que ofrece servicios de asesoramiento financiero a individuos y empresas.

Dirigida a: 1924 S Osprey Ave Ste. 201C, Sarasota, FL 34239, United States.

Teléfono: 9415043893.

Website: foundationalfuture.com.

Especialidades: Financial advisor.

Otras características interesantes:

Opiniones: Esta empresa tiene 7 reseñas en Google My Business.

Media de opinión: 5/5.

👍 Reviews of Foundational Future

Foundational Future - Sarasota, Florida
Torie E.
5/5

Navigating finances is tricky. I can’t recommend Erica enough! She goes above and beyond for her clients, taking the time to ensure you feel comfortable and fully understand your financial options. Erica is experienced, intelligent, creative, and incredibly patient, always willing to spend as much time as needed to address your questions or concerns. She is exceptional at evaluating scenarios from a big picture and then diving into the granular details to make it happen. A special shoutout to her for her exceptional work in helping Sarasota County Schools employees prepare for retirement—her expertise and dedication truly make a difference!

Foundational Future - Sarasota, Florida
Sterling L.
5/5

Erica has been my financial advisor for 5+ years and she is the real deal. She always has my family’s best interest in mind when in comes to future planning and we can’t thank her enough! I highly recommend Foundational Future for any of your financial planning needs.

Foundational Future - Sarasota, Florida
Lorie N.
5/5

Erica is amazing to work with! I have known Erica for many years. Erica's knowledge, professionalism, communication skills combined with her caring , trust worthy and friendly personality make her an exceptional person to work.

Foundational Future - Sarasota, Florida
Stephanie C.
5/5

Erica is exactly what you hope to find in a financial advisor - competent, authentic, and caring. Although she has been managing one fund of ours for more than a decade, in the last year, we have worked closely with her to develop a financial plan that matches are goals and realities. The actions she has since taken to maximize our current investments while finding new ways for us to save for our future have made a significant impact on our savings. She is very responsive and always honest - someone that we truly trust with our financial future.

Foundational Future - Sarasota, Florida
Melinda R. P.
5/5

My husband and I agree that Erica is very easy to work with. She communicates everything clearly and really tries to tailor to your individual needs. She gives advice but is not pushy. She also tries to make interactions convenient to your schedule. Highly recommend her!

Foundational Future - Sarasota, Florida
Michelle L.
5/5

Erica is extremely helpful and knowledgeable. I trust her expertise 100%!

Foundational Future - Sarasota, Florida
Jackie H. (.
5/5

outstanding service - Erica has a keen eye for details!

Go up