Ranch Capital Advisors - Sarasota, Florida

Address: 4910 Lakewood Ranch Blvd N #130, Sarasota, FL 34240, United States.
Phone: 9414622666.
Website: ranchcap.com
Specialties: Financial planner, Financial Advisor, Investment service.
Other points of interest: Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Ranch Capital Advisors

Ranch Capital Advisors 4910 Lakewood Ranch Blvd N #130, Sarasota, FL 34240, United States

⏰ Open Hours of Ranch Capital Advisors

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–4 pm
  • Saturday: Closed
  • Sunday: Closed

Ranch Capital Advisors

Ranch Capital Advisors es una empresa de asesoramiento financiero con sede en Sarasota, Florida, en los Estados Unidos.

La empresa ofrece servicios de asesoramiento financiero personalizado a individuos y familias, con un enfoque en inversiones y planificación financiera.

Especialidades

Financial planner y Financial Advisor son las especialidades principales de la empresa.

Ubicación

Ranch Capital Advisors se encuentra ubicada en Address: 4910 Lakewood Ranch Blvd N #130, Sarasota, FL 34240, United States.

Teléfono

El teléfono de la empresa es 9414622666.

Página web

Puedes visitar la página web de la empresa en ranchcap.com.

Otras características

La empresa ofrece online appointments y es wheelchair-accessible en todos sus lugares.

Además, los clientes pueden programar apoyos con anticipación y los establecimientos son accesibles para personas con discapacidad.

Opiniones

Según Google My Business, esta empresa tiene 39 reseñas.

La opinión promedio es de 5/5.

Los clientes han destacado la profesionalidad y la personalización de los asesores financieros, así como la transparencia en la planificación financiera.

Media

Los clientes han expresado su satisfacción con la empresa y han estado trabajando con ellos durante ños.

👍 Reviews of Ranch Capital Advisors

Ranch Capital Advisors - Sarasota, Florida
Maddie S.
5/5

The people at Ranch Capital Advisors are very professional and at the same time make you feel like you're family. They take time to explain everything thoroughly and show you your portfolios as your finances grow. Very pleased with this group of Advisors and have been with them for years.

Ranch Capital Advisors - Sarasota, Florida
Sunday H.
5/5

Ranch Capital has been my broker of choice for the last 20 years. They have suggested some buys and I have suggested some. All in all, I have done pretty well with the company. even though I moved 3 hours away, They are just a phone call away, and we review my portfolio quarterly... more often if necessary. I recommend them highly.

Ranch Capital Advisors - Sarasota, Florida
Ralph E.
5/5

I was looking and a friend told me about Gregg. I attended one of his meetings and was impressed. We met and discussed in detail what I hoped to achieve. I set up an account. That was over 20 years ago. Not only am I very pleased with the results but also with the competent team he has assembled. What more can I say.

Ranch Capital Advisors - Sarasota, Florida
Emmett R.
5/5

Gregg and his crew are extremely professional and knowledgeable. We are long term customers and have watched our investments grown, even as we make withdrawals to support our retirement. We Highly Recommend Ranch Capital!

Ranch Capital Advisors - Sarasota, Florida
Susan K.
5/5

We cannot say enough good about Ranch Capital Advisors. Paul and I have watched them grow since Greg Pacitti first worked with my parents in the early 2000's. Greg put together a portfolio that augmented my parents’ income and that was also easy for me to inherit when the time came. We have kept those investments with Ranch Cap, adapted the portfolio to our 70-something needs, and watched it prosper beautifully since 2015.

On a personal level, as the staff has grown, we find each one of them very attentive in making financial suggestions, distributing RMD’s, accommodating documents as needed. Each one is professional, effective, and really quite lovely. Greg Pacitti will take all the time with you that you feel you need. These are good people.
Susan Kallmeyer

Ranch Capital Advisors - Sarasota, Florida
Jeff S.
5/5

Brad & Susie have been great to work with. Anytime I contact them they are there right away and my investments have done better than I could have ever hoped. Very professional and knowledgeable and always keep me in the loop!! Highly recommend Ranch Capital!!!

Ranch Capital Advisors - Sarasota, Florida
Mary B.
5/5

Ranch Capital Advisors (Gregg Pacitti) - This firm is unparalleled in their field and offers many services above and beyond. He’s a fiduciary and has such an amazing team. I've been with them for many years and I can honestly say, their service is impeccable and investment returns have been beyond my expectations. Thank you Ranch Capital for my financial successes which has allowed me to live my best life in financial freedom.

Ranch Capital Advisors - Sarasota, Florida
Deborah E.
5/5

Everyone at Ranch Capital is extremely knowledgeable. They have handled my investments very professionally and helped me out when I needed something extra. Supportive and kind, too. I am VERY pleased with their services.

— Deborah Engleson

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