Sara-Bay Financial Corporation
-
2201 Cantu Ct # 102
Sarasota, FL 34232 - 941-253-5119
Hours
Chamber Rating
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Rusty Hanna
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 firms 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 wont be disappointed!!
Aug 15th, 2023 -
Adam Heroux
Love the excellent customer service and sound advice
Oct 8th, 2022 -
Patrick Shea
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.
Jul 3rd, 2021 -
Cindy Severns
Sharp group. Professional, yet they treat you like family.
Jun 16th, 2019
About
Sara-Bay Financial Corporation
At Sara-Bay Financial Corporation, we care about more than your money but your goals and how you can invest well. Our experts offer investment strategy options to add value to your finances and ongoing management to continue this process. Visit Sara-Bay Financial online at sara-bay.com to get started.
Contact Info
- 941-253-5119
Services
- Financial Advisor Wealth Management
Questions & Answers
Q What is the phone number for Sara-Bay Financial Corporation?
A The phone number for Sara-Bay Financial Corporation is: 941-253-5119.
Q Where is Sara-Bay Financial Corporation located?
A Sara-Bay Financial Corporation is located at 2201 Cantu Ct # 102, Sarasota, FL 34232
Q What is the internet address for Sara-Bay Financial Corporation?
A The website (URL) for Sara-Bay Financial Corporation is: https://www.sara-bay.com/?utm_campaign=gmb
Q What days are Sara-Bay Financial Corporation open?
A Sara-Bay Financial Corporation is open:
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
Monday: 8:30 AM - 4:30 PM
Q How is Sara-Bay Financial Corporation rated?
A Sara-Bay Financial Corporation has a 5.0 Star Rating from 4 reviewers.
Hours
Ratings and Reviews
Sara-Bay Financial Corporation
Overall Rating
Overall Rating
( 4 Reviews )Rusty Hanna on Google
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 firms 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 wont be disappointed!!
Adam Heroux on Google
Love the excellent customer service and sound advice
Patrick Shea on Google
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 Severns on Google
Sharp group. Professional, yet they treat you like family.
Overall Rating
Overall Rating
( 4 Reviews )Write a Review
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