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Thetaxhandlers.com /Llj Accounting

(50)

Tax Planning, Innocent Spouse Relief, New Business Formation

“I have enlisted the help of this company, and specifically Robin Platzer, with my tax preparation needs for more than 6 years now, and I am always amazed at how much of a refund I get back with her help.”

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Gardi & Gardi Cpas PA

(45)

Services For Individuals, Cash Flow Management, Payroll

“While we ultimately decided not to use her firm (based on our own factors, not on Debi) she was so helpful in helping us figure out what we need and she was willing to even take on and learn a new state just to file our taxes.”

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SRQ Wealth

(50)

Financial Planning, Estate Planning, Investment Management

“?? Once that is understood, they bring their considerable skills to bear helping you build the financial resources needed to make those dreams a reality.”

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Pellegrino & McFarland, PA

(39)

Organized
Interests
Confidence

“Pellegrino & Mc Farland is exactly what I was looking for; a firm that not only could do accounting and taxes for my small business but also explain and advise me on the financial consequences of the myriad of decisions that have to be made.”

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Kennon Financial

(47)

Retirement
Seminars
Knowledge

“Dave and his friendly, professional staff have taken the seemingly daunting and intimidating task of financial planning and turned it into an easy to understand, systematic approach of investing wisely, balancing your portfolio, and planning a profil...”

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LPF Financial Advisors

(16)

Account Consolidation, Pre-Retirement Planning, Estate Planning & Preservation

“We have been using LPF for 20yrs,they are very professional, ethical and honest,Kris has always given us quality advice as he takes time to explain our options he never talks over your head, they have a specialty in retirement advice, they are trustw...”

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Ranch Capital Advisors

(31)

Financial Planning, Tax Strategies, Retirement Planning

“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.”

Featured

Coronavirus has been in the news more than ever and we have the latest update in our latest blog. We remain steadfast in our conviction that 2020 will have equities outperforming treasuries. If there are any changes to our outlook, we will convey them immediately and make the appropriate adjustment to the portfolios we manage. Since the first of the year, we have been raising cash and increasing gold positions for our balanced and conservative models expecting fear to escalate. However, we view this is a tactical strategy with the intention of increasing equity exposure once again.

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Congdon and Company

(11)

Team
Questions

“Very responsive and professional, willing and able to answer any and all questions fully and quickly, and helpful to clients big and small, whether sophisticated or not.”

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HD Money

(28)

Wealth Management, Tax Mitigation, Estate & Legacy Planning

“Margaret, your values in business, your values in investing, your values as a person and your values with family, Marie and I just knew this would be a perfect match for what we wanted to have in an investor and person.”

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Jakob Hart, President - Hart & Hart Financial Services

(8)

Integrity
Knowledge

“I trust his knowledge being a third generation financial advisor and I trust his honesty and integrity knowing him personally in my networking group for many years.”

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Wealthgen Advisors

(11)

Planning

“Not only is he extremely knowledgeable in the financial industry, he's personable and tremendously patient no matter what his client's level of financial proficiency may be.”

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Kerkering Barberio

(7)

Real Estate Accounting Services, Professional Athletes, Audit, Advisory and Assurance

“Kathy Hargreaves is an amazing business woman that took her time explaining what we can expect, which steps we need to take in order to get to where we need to be, how much it will cost and stood behind her word the whole time.”

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R.D. Hoag & Associates

(1)

Tax Services, Quickbooks Services, Services For Individuals

“Best CPA's in Sarasota County, truly care for clients best interest.”

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Sage Wealth Consulting

(5)

Wealth Management, Surviving Spouse Services

“She will take the time to understand your personal financial goals and tailor a specific plan to help you achieve them.”

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Sara-Bay Financial Corporation

(4)

Charitable Giving, Individual Stock Management, Investment Advice

“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.”

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Phil's Gang

(8)

“Great Company words really can't describe how valuable these guys are if you want to do well in the market.”

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Core Wealth Planning

Estate Planning, Retirement Planning, Education Planning

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”

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Paracca Wealth Advisors

(3)

“If you are not investing with these guys, you are simply missing out on a lifetime of wealth.”

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Scharf Group

(3)

“Given that Glenn is a wel I-regarded financial advisor, I thought that he might have a referral from his network that might be of assistance to my friend”

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Rudd International

(2)

Education Planning, Investment Strategies, Financial Planning

“He is practical and correct [for me] almost all of the time.”

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Beacon Pointe Advisors

(11)

Private Wealth Management, Retirement Plan Services, Institutional Consulting

“Over the years he has shepherded my financial portfolio and counseled my financial anxieties to the point where I have seen growth to the point where I now feel I have a comfortable retirement.”

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Advanced Wealth Management

(1)

“Our investments have flourished under their close watch and the care they provide us is exemplary.”

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Yaegers Financial Services

College Planning, Investment Planning, Insurance Planning

“Located in Sarasota, FL, the team at Yaegers Financial Services is dedicated to helping their clients and their families work towards their financial goals. We approach this by listening to their needs and providing comprehensive, problem-solving ser...”

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Graham Capital

(4)

Retirement
Questions
Company

“Additionally, the monthly one to one meetings (thanks Jack for managing these meetings) have provided guidance and transparency to the investing process, with a solid look into various sectors.”

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Average Cost	$3187
Minimum cost	$1063
Maximum cost	$9028
Avg Per Hour Rates	$319

Best Financial Advisors in Sarasota, FL

The highest-rated Financial Planning & Wealth Management companies out of 131 vetted & reviewed in the Sarasota area.

Thetaxhandlers.com /Llj Accounting

Gardi & Gardi Cpas PA

SRQ Wealth

Pellegrino & McFarland, PA

Kennon Financial

LPF Financial Advisors

Ranch Capital Advisors

Congdon and Company

HD Money

Jakob Hart, President - Hart & Hart Financial Services

Wealthgen Advisors

Kerkering Barberio

R.D. Hoag & Associates

Sage Wealth Consulting

Sara-Bay Financial Corporation

Phil's Gang

Core Wealth Planning

Paracca Wealth Advisors

Scharf Group

Rudd International

Beacon Pointe Advisors

Advanced Wealth Management

Yaegers Financial Services

Graham Capital

Retirement Planning and Investment Management Services in Sarasota, FL Cost Estimates

Why these companies made our list

Wealth Management Advisors near Sarasota

Popular in Sarasota