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9AM - 4PM
6350 Gulf of Mexico Dr #101, Longboat Key8AM - 4PM
1819 Main St Suite 1150, Sarasota“Michael has been my advisor for over a decade now. He is extremely honest and wicked smart. He has invested my money in a way that has grown and given me valuable advice to make sure I live a comfortable retirement. I could not recommend him enough. Over the years I consider him and Heather to be a part of my circle and I feel like the day we met was a blessing.“
9AM - 3PM
1001 3rd Ave W #450, Bradenton“My husband and I have been working with Andrew for several years now. He is very knowledgeable about all aspects of the financial arena. He has a great personality and is very attentive to our needs. He responds quickly to any questions or concerns and checks in with us on a regular basis just to see how we are doing. We are very fortunate to have him as our financial advisor!“
9AM - 5:30PM
5105 Manatee Ave W STE 15, Bradenton“Logan helped my family over several years. He was kind, compassionate, very responsive, and knowledgeable, and I have referred others to him. The negative reviews here are for someone else, as is made clear by their use of the incorrect name.
ETA this review is for Elliott Law, not fiduciary services. The confusion was mine.“
9AM - 5PM
1950 Ringling Blvd #403, Sarasota“Very friendly and upfront demeanor. Thorough knowledge of market trends and investment options.“
“Love the parking lot. Allows me to take pictures of my dog who also loves the parking lot! It’s very spacious and is never full!“
Financial Consultants
Financial Consultants
Financial Consultants
Financial Consultants
Financial Consultants
Financial Consultants
Financial Consultants
Financial Consultants
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Financial Consultants
“Top notch advisors who care about you personally and surpass expectations. We highly recommend this firm.“