Sarasota, FL Financial Planner

Jon is an awesome person. I totally trust Jon Lee with my finances and have used his services for the past 10 years.

Jonathan is a person of integrity and has helped us enormously. Excellent management and sound advice, consistently!

went to drive thru in the afternoon. No line. Very friendly tellers. Great lovation Disappointed that they are closing on July 13th

It was a pleasure meeting Richard. He understood my circumstances and explained my options clearly. I will use him again for my insurance needs

We have been clients of LPF for 10+ years. Kris is very knowledgeable and helpful. He takes the time to explain everything to us. We feel very comfortable having him as ... more

Finally a financial planner that actually takes the time to sit down with you and understand your goals. Very knowledgeable and welcoming. I highly recommend Armstrong Fi ... more

Me and my husband have been dealing with Elizabeth Lane for years and she is wonderful. She knows everything there is to know about financial planning, stocks, mutual bo ... more

Kristen has gone out of her way to advise me financially. She is helpful, prompt, and professional. She takes time to fully explain options and clearly answer my question ... more

Their interest was too high for me to take out a loan, however the banker I spoke with Mr.Major was extremely helpful and informative

Beware of the come on for dinner at capital grille. I darted across town to get to the capitol grill. No parking of course. I was a minute later then when they start. The ... more

It was a pleasure meeting Richard. He understood my circumstances and explained my options clearly. I will use him again for my insurance needs

Belinda & Jeff Marty are my insurance agents, they are very attentive, professional and turned out to be great friends!! They have been there for my needs and I highly re ... more

Peter is the worst employee you have. Lazy and do no want to help. He was weird like he was scared interacting with a non white person. I suggest he gets some training an ... more

It was a pleasure meeting Richard. He understood my circumstances and explained my options clearly. I will use him again for my insurance needs

It was a pleasure meeting Richard. He understood my circumstances and explained my options clearly. I will use him again for my insurance needs

My wife and I moved all our investments to Cornell Asset Management 3 years ago and it is the smartest financial decision we've ever made. It is an absolute pleasure spen ... more

I have known Josh for many years, and he's always been top notch to work with! Great at explaining the ins and outs of the financial world, and working to ensure his cli ... more

This has been a very difficult process working with this branch. The broker Jeremy does not respond directly to anyone and just kicks it down to his shrill assistant. It ... more

The amount of spam calls from this company is unbelievable.

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 (Mik ... more