Financial Planners in Sarasota

“Jacob review

We met Jacob Cornell at a free Social Security seminar sponsored by State College of Florida. It was very informative and worth our time. We were so impressed with Jacob’s knowledge and presentation that we made an appointment to meet him. We were interviewing for a new financial adviser as our current one clearly did not have our best interest at heart. Little did we know attending that community class would lead us to a true financial professional. He is responsive with our calls and meets with us regularly. I referred him to my sister who recently lost her husband and needed someone to guide and counsel her finances, she has found his advice invaluable. If you want a financial advisor who will listens to your financial & life goals and will help you achieve them, Jacob is your fiduciary advisor.“

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“Having been in the financial services business for years, it was somewhat easy to spot someone who does their homework and is not fee/commission motivated. They are very rare. We have been with Broadbeach for several years now, and continue to be quite pleased. The discipline is exactly what we were looking for in a wealth manager, the planning effort was excellent, the diversification has been as promised and the performance has been great. I am not a trusting soul, but I trust Broadreach with our future.“

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