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Thetaxhandlers.com /Llj Accounting

(50)

Questions
Tax Preparation
Small Business

“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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SRQ Wealth

(50)

Team
Decisions
Knowledge

“?? 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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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)

Team
Decisions
Retirement

“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)

Team
Phone Call
Portfolio

“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.”

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HD Money

(28)

Company
Meeting
Dinners

“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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The 24 firms listed for Sarasota, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Sarasota, FL

All 24 firms we list here are in Sarasota itself. We have 66 firms in Sarasota on file; this page shows the highest-rated 24. 22 of the firms on this page have a rating, from 3.8 to 5.0 across 394 reviews; 3 have 50 or more reviews and 19 are rated 4.5 or higher. 1 is open on weekends. The services the firms on this page list most often on their websites are retirement planning (8), estate planning (5), financial planning (5), tax planning (3) and wealth management (3). 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 17 list a public email and 8 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Sarasota take financial planning bookings online?

8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right 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)

Patient
Financial Advisor
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.”

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Kerkering Barberio

(7)

Tax Laws

“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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Sage Wealth Consulting

(5)

Asset

“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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Core Wealth Planning

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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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Sara-Bay Financial Corporation

(4)

“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.”

Featured

Financial Advisor in Sarasota, FL Our advisors employ disciplined investment strategies to help our clients grow and preserve capital. Our personal and responsive team's goal is to ensure that the financial advice you receive is tailored specifically to you. There are no hidden fees at Sara-Bay Financial. And you'll always know how your investments are performing. We are proud of our performance. Schedule your discovery call today! Sara-Bay Financial Corporation 2201 Cantu Court...

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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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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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Rudd International

(2)

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

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Beacon Pointe Advisors

(11)

Management
Expertise
Security

“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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Forza Wealth Management

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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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Retirement Solutions 4 Life

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Yaegers Financial Services

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Studdard Financial

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Star Financial Solutions

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

Best Financial Advisors in Sarasota, FL

Thetaxhandlers.com /Llj Accounting

SRQ Wealth

Kennon Financial

LPF Financial Advisors

Ranch Capital Advisors

HD Money

Area overview: Sarasota, FL

Jakob Hart, President - Hart & Hart Financial Services

Wealthgen Advisors

Kerkering Barberio

Sage Wealth Consulting

Core Wealth Planning

Phil's Gang

Sara-Bay Financial Corporation

Scharf Group

Paracca Wealth Advisors

Rudd International

Beacon Pointe Advisors

Advanced Wealth Management

Forza Wealth Management

Graham Capital

Retirement Solutions 4 Life

Yaegers Financial Services

Studdard Financial

Star Financial Solutions

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

Why these companies made our list

Financial Advisors near Sarasota

Popular in Sarasota