Sara-Bay Financial Corporation
-
2201 Cantu Court # 102
Sarasota, FL 34232 - (941) 371-8027
Hours
Chamber Rating
-
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.
Nov 17th, 2021 -
Cindy Severns
Sharp group. Professional, yet they treat you like family.
Jul 28th, 2020
About
Sara-Bay Financial Corporation
Sara-Bay Financial Corp a Sarasota Registered Investment Advisor, founded in 1993 and based in Sarasota, Florida. Our advisors use disciplined investment strategies to grow and preserve capital for our clients. The goal of our personal and responsive team is to ensure the financial advice you receive is uniquely appropriate for you. At Sara-Bay Financial, you’ll never encounter hidden fees. And you’ll always know exactly what your investments are doing.
Contact Info
- (941) 371-8027
Questions & Answers
Q What is the phone number for Sara-Bay Financial Corporation?
A The phone number for Sara-Bay Financial Corporation is: (941) 371-8027.
Q Where is Sara-Bay Financial Corporation located?
A Sara-Bay Financial Corporation is located at 2201 Cantu Court # 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
Q What days are Sara-Bay Financial Corporation open?
A Sara-Bay Financial Corporation is open:
Monday: 8:30 AM - 4:30 PM
Tuesday: 8:30 AM - 4:30 PM
Wednesday: 8:30 AM - 8:30 AM
Thursday: 8:30 AM - 8:30 AM
Friday: 8:30 AM - 8:30 AM
Saturday: Closed
Sunday: Closed
Q How is Sara-Bay Financial Corporation rated?
A Sara-Bay Financial Corporation has a 5.0 Star Rating from 2 reviewers.
Hours
Ratings and Reviews
Sara-Bay Financial Corporation
Overall Rating
Overall Rating
( 2 Reviews )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
( 2 Reviews )Write a Review
Financial Planner Near Me in Sarasota, FL
U.S. Bank - Private Wealth Advisor: Kent Lane
Sarasota, FL 34236
941-302-2387 ( 0 Reviews )
Caldwell Trust Company
Sarasota, FL 34236
941-926-9336 ( 2 Reviews )
Legacy Financial Advisors
Sarasota, FL 34236
941-315-9880 ( 0 Reviews )
LCM Capital Advisors
Sarasota, FL 34237
(941) 822-0401 ( 22 Reviews )
Joanne Fabec - RBC Wealth Management Financial Advisor
Sarasota, Florida 34236
(941) 316-4813 ( 0 Reviews )
Southtrust Securities Inc
Sarasota, FL 34236
(941) 361-2051 ( 0 Reviews )
LBK Capital
Sarasota, FL 34231
(941) 554-8924 ( 0 Reviews )
John Cunningham - TIAA Wealth Management Advisor
Sarasota, FL 34240
( 0 Reviews )