Lone Star Wealth Management - Sarasota, Florida

Lone Star Wealth Management - Professional Financial Services in Sarasota, FL

Lone Star Wealth Management is a reputable financial institution located at 3277 Fruitville Rd Blding F1, Sarasota, FL 34237. Established with a commitment to providing exceptional financial services, the company has built a strong reputation in the area.

Specialties: Financial institution, Finance broker, Financial consultant, Financial planner, Investment service, Life insurance agency.

Lone Star Wealth Management offers a wide range of financial services, including financial planning, investment services, and life insurance. Their experienced team of financial experts work closely with clients to develop personalized strategies tailored to their unique financial goals and needs.

Accessibility: Lone Star Wealth Management understands the importance of accessibility for all clients. The office is equipped with wheelchair accessible entrance, parking lot, and restroom facilities. Additionally, on-site parking is available for clients' convenience.

Opinions and Reviews: With 9 reviews on Google My Business, Lone Star Wealth Management has garnered a strong following and positive feedback from its clientele. The company maintains an impressive average rating of 4.6 out of 5 stars, reflecting their commitment to customer satisfaction and exceptional service.

To learn more about Lone Star Wealth Management or to schedule a consultation, visit their website at www.lonestarwealthmanagement.com or contact them directly at .

👍 Reviews of Lone Star Wealth Management

David F.

5/5

Finding a financial advisor is easy. Finding an excellent financial advisor that puts your welfare first and foremost is hard. I was very fortune to find Charles 12 years ago before he started up Lone Star Wealth Management and it has been well worth staying with him financially. He has become a trusted advisor and good friend over the years. I had gone through several financial advisors before him and was very dissatisfied with their results and when it comes right down to it, results matter. Charles has been a great asset to my retirement. With his advice and financial guidance I have been able to enjoy a very fulfilling life style. I highly recommend Charles to anyone looking to improve their path through life.

Shawn J.

5/5

I have recently transferred my portfolio to Mr. Bryant and Lone Star Wealth Management. The process was seamless and the level of communication prior to and throughout the process was extremely helpful and reassuring. Mr Bryant takes considerable time to educate his clients on market trends, investment strategies and many other considerations to ensure that his vision for helping grow your assets is in line with your financial goals. It has been a breathe of fresh air to work with an individual that genuinely cares about his clients on both a personal and professional level. I could not be happier with my decision to have Mr Bryant and Lone Star Wealth management on my side to help me achieve my financial goals.

Sue S.

5/5

We are so glad we found Charles after having a bad dealing with another advisor. He definitely is always looking out for your best Interest and takes pride in what he does. He is very unique from other advisors I have worked with. He is very proactive in his trades of equities almost to the extent you’d find with a day trader. There are some advisors out there that just pick a strategy and only look at it when you are about to have your visit. Charles has regular economic outlook updates for all his clients to educate you and know what he’s thinking. I highly recommend Lone Star if you are considering a change.

J. S. R.

5/5

I have been a client of Mr. Charles Bryant for over 8 years. I am very pleased with his watchful eyes concerning my portfolio. He is the reason I have been a client for so long. As a single woman, I appreciate his expertise in investing. Update: Just want to say it’s been 2 years since my original review and Mr. Bryant is still my Financial investment consultant. He is doing a great job. And my investments have flourished through all the covid 19 months. Thank you Charles Bryant!

Stacy J.

5/5

As someone in my mid-30s with young children and a single income, planning for my family's financial future is a constant stressor. The customer service, investment options, and communication that I've experienced with Lone Star Wealth Management as I navigate this process has been exceptional. Always able to get someone on the phone, I receive quarterly statements of my portfolio's progress, and my financial advisor is routinely keeping me in the loop of market trends and providing me options to upgrade my strategy to be more aggressive, or stay with the steady growth we have achieved over the past several years. I highly recommend this company to anyone looking for a customized, professional, successful investment strategy.

S D.

5/5

I recently transferred my portfolio from Fidelity to Lone Star Wealth Management and I am happy that I did. I feel that my financial future is secure, and that I have a customized plan in place that not only meets me where I am currently but will evolve and grow with my future. The confidence I have in Lone Star Wealth management is validated year after year as I see my investments grow and my worries diminish.

Joseph D.

5/5

Since working with Charles he has taken away the burden of trying to stay on top of complicated financial decisions. My wife and I trust him completely and he stays on top of everything. He is a solid professional, a good friend, and has been a blessing to us.

Andre S.

5/5

Does an amazing job catering a financial plan that’s specific to your needs and your agenda. You completely are apart of the process and feel confident and secure in your financial future.