Sarasota, FL

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Sarasota, FL
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Best Financial Advisors in Sarasota, FL

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

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Lichtenstein, Briefman & Sabella Cpas

Lichtenstein, Briefman & Sabella Cpas

(30)
Financial Statements, Individuals, Bookkeeping
“We are three generations of very happy and satisfied clients who value the integrity, personal and business relationships established with Allen Lichtenstein, Mark Briefman, and Anthony Sabella as well as the firms many long term staff.”
In Business Since 1968
Licensed, BBB Rating: A+
2501 S Tamiami Trail, Sarasota, FL
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Pellegrino & McFarland, PA

Pellegrino & McFarland, PA

(30)
  • Organized
“Can't say enough about Tom and all of the staff: Personalized attention, knowledgeable, friendly, with the absolute BEST accountants in town (possibly anywhere).”
In Business Since 1995
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
1800 2nd St #720, Sarasota, FL
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Thetaxhandlers.com /Llj Accounting

Thetaxhandlers.com /Llj Accounting

(28)
Tax Planning, Innocent Spouse Relief, New Business Formation
“I've only been working with The Tax Handlers for a few years but at the behest of some trusted associates of mine who have worked with TH for 15+ years.”
In Business Since 2013
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
4509 Bee Ridge Rd UNIT D, Sarasota, FL
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Gardi & Gardi Cpas PA

Gardi & Gardi Cpas PA

(20)
Services For Individuals, Tax Services, Cash Flow Management
“Because of his Hungarian roots the Hungarian diaspora is served frequently, there are hope that he will be honorary consul for Hungary in the Florida area.”
In Business Since 1998
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
7061 S Tamiami Trail # C, Sarasota, FL
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Hart & Hart Financial Services - New York Life

Hart & Hart Financial Services - New York Life

(10)
For Professional Advisors, Advanced Planning
“He made it so easy for our employees to pick the proper investment for their family and made sure that every employee understood how the simple IRA with the company match would work for them and their retirement.”
In Business Since 2002
INCOME Certified
2555 Porter Lake Dr Unit 101, Sarasota, FL
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Gulf Coast Wealth Advisors: Jeff Labelle

Gulf Coast Wealth Advisors: Jeff Labelle

(15)
Financial Planning, Private Client Services, Insurance and Annuities
“We switched to him because we did not want to open the paper everyday to find if our account had gone in the tank because of a falling market and because we started to need income on our investments.”
In Business Since 2013
Licensed, BBB Rating: A+
1 S School Ave Suite 501, Sarasota, FL
Featured

Financial Planning - Gulf Coast Wealth Advisors is a Sarasota-based Financial Advice firm. The professional team at GCFA is highly experienced and qualified to help you meet your financial planning needs. Our number one goal is to help you achieve your financial and lifestyle objectives and ensure money isn’t something you have to worry about.

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Sharp

Sharp

(3)
TAX Preparation, Tax Problems, Tax Planning
“Excellent service that's done in a reasonable amount of time.”
In Business Since 2010
Licensed, BBB Rating: A+
512 N Orange Ave, Sarasota, FL
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Gifford and Associates

Gifford and Associates

(2)
Bookkeeping, Individuals, Home
“I highly recommend Bart and his team to anyone seeking advice and help concerning their monetary needs.”
In Business Since 2011
Licensed, BBB Rating: A+
2138 Gulf Gate Dr, Sarasota, FL
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Congdon and Company

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.”
In Business Since 2013
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
3665 Bee Ridge Rd #316, Sarasota, FL
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Kennon Financial

Kennon Financial

(29)
  • Investing
  • 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...”
In Business Since 2016
Free Initial Consultation
1 S School Ave, Sarasota, FL
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LPF Financial Advisors

LPF Financial Advisors

(3)
Pre-Retirement Planning, College Funding, Account Consolidation
“Kris and his team have done an excellent job providing and protecting our retirement funds.”
In Business Since 2004
Transparent Fees & Pricing
Licensed, BBB Accredited
2601 Cattlemen Rd #302, Sarasota, FL
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Platinum Planning

Platinum Planning

(3)
Tell A Friend
“I appreciate their fee based service and know they have depth of knowledge in retirement planning and portfolio management.”
In Business Since 2013
Transparent Fees & Pricing
534 S Pineapple Ave, Sarasota, FL
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Wealthgen Advisors

Wealthgen Advisors

(10)
  • Goals
  • Retirement
“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.”
In Business Since 2019
650 Central Ave Ste 1, Sarasota, FL
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Lone Star Wealth Management

Lone Star Wealth Management

(8)
  • Portfolio
  • Plan
“Always able to get someone on the phone, I receive quarterly statements of my portfolio's progress, and my financial advisor is routinely keeping me in the loop of market trends and providing me options to upgrade my strategy to be more aggressive, o...”
In Business Since 2017
3277 Fruitville Rd Bldg F1, Sarasota, FL
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Integrity Wealth Management

Integrity Wealth Management

(4)
Empowering Women, Medicare, Legacy Planning
“They handle our money with no worries, hold socially entertaining events for their clients on a regular basis, and their expertise goes beyond wealth in any direction you need--insurance, mortgages, etc.”
In Business Since 2006
6561 Palmer Park Cir suite c, Sarasota, FL
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Phil's Gang

Phil's Gang

(7)
“Great Company words really can't describe how valuable these guys are if you want to do well in the market.”
In Business Since 2002
50 Central Ave #940, Sarasota, FL
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Sara-Bay Financial Corporation

Sara-Bay Financial Corporation

(3)
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.”
In Business Since 2000
2201 Cantu Ct # 102, Sarasota, FL
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Rudd International

Rudd International

(2)
Education Planning, Investment Strategies, Financial Planning
“He is practical and correct [for me] almost all of the time.”
In Business Since 1998
1950 Ringling Blvd Suite 401, Sarasota, FL
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Sage Wealth Consulting

Sage Wealth Consulting

(1)
Wealth Management, Surviving Spouse Services
“Angela Wetzig served as Chair of the Endowment Fund for Junior League of Sarasota for several years.”
In Business Since 2018
6151 Lake Osprey Dr STE 300, Sarasota, FL
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Graham Capital

Graham Capital

(5)
  • Retirement
  • Dinners
“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.”
In Business Since 2012
1991 Ringling Blvd, Sarasota, FL
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Chase Financial Group

Chase Financial Group

(1)
For Individuals and Families, Fee-Based Financial Planning, Retirement Income Planning
“I even had a bad bookkeeping experience and looked to them for advice for my small business.”
In Business Since 2014
1800 2nd St #707, Sarasota, FL
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Capstan Financial Consulting Group

Capstan Financial Consulting Group

Retirement Specialists, Divorce Investment Planning
“At Capstan Financial Consulting Group, our ultimate goal is to ensure the best financial future for you and your family. We have access to all of the most popular and dependable investment products on the market today and are supported by one of the ...”
In Business Since 2010
238 S Washington Blvd, Sarasota, FL
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Star Financial Solutions

Star Financial Solutions

Women and Investing, Financial Planning, Asset Allocation
“STAR Financial Solutions is about more than assets growing strategies. It's about quality of life, richness of experience, setting goals and planning your dreams. It is our objective to positively influence the financial future of our clients, to ass...”
In Business Since 2009
2970 University Pkwy Stuite 200, Sarasota, FL
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Studdard Financial

Studdard Financial

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“Carefully consider your investment objectives, risk factors, and charges and expenses before investing. Investing involves risk, including possible loss of principal. Consult your own advisor for implications of investing. Diversification and asset a...”
In Business Since 2005
Licensed, BBB Rating: A+
1990 Main St #750, Sarasota, FL
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Retirement Planning and Investment Management Services in Sarasota, FL Cost Estimates

Minimum cost
$1063
Maximum cost
$9028
National Average
$3187
Avg Per Hour Rates
$319
$2125
$5842
Fair price range is based on 408 cost profiles
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Average Cost $3187
Minimum cost $1063
Maximum cost $9028
Avg Per Hour Rates $319

Fair range $2125 to $5842 is based on 408 cost profiles.

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