Sara-Bay Financial Corporation - Sarasota, Florida

Address: 2201 Cantu Ct # 102, Sarasota, FL 34232.
Phone: 9412535119.
Website: sara-bay.com
Specialties: Financial planner, Finance broker, Financial consultant, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Sara-Bay Financial Corporation

Sara-Bay Financial Corporation 2201 Cantu Ct # 102, Sarasota, FL 34232

☎️9412535119

⏰ Open Hours of Sara-Bay Financial Corporation

Monday: 8:30 AM–4:30 PM
Tuesday: 8:30 AM–4:30 PM
Wednesday: 8:30 AM–4:30 PM
Thursday: 8:30 AM–4:30 PM
Friday: 8:30 AM–4:30 PM
Saturday: Closed
Sunday: Closed

Sara-Bay Financial Corporation

Una empresa financiera con una gran experiencia y dedicación a sus clientes.

Dirección y Contacto

Address: 2201 Cantu Ct # 102, Sarasota, FL 34232.

Phone: 9412535119.

Website: sara-bay.com.

Especialidades

Financial planner, Finance broker, Financial consultant, Investment service, Stock broker.

Otros datos de interés

Esta empresa cuenta con un entrada accesible para personas con discapacidad, un estacionamiento accesible y un restaurante accesible.

Opiniones

Esta empresa ha recibido opiniones muy positivas de sus clientes, con una media de 5/5 en Google My Business.

Los clientes elogian la atención personalizada y la pasión de los líderes de la empresa por sus clientes.

Se recomienda realizar apoyos previamente para asegurarse de que se puedan atender las necesidades individuales de cada cliente.

👍 Reviews of Sara-Bay Financial Corporation

Sara-Bay Financial Corporation - Sarasota, Florida

Rusty H.

5/5

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!!

Patrick S.

5/5

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.

Cindy S.

5/5

Sharp group. Professional, yet they treat you like family.

Adam H.

5/5

Love the excellent customer service and sound advice