Sara-Bay Financial Corporation

Financial Planning Consultants, Accounting Services, Financial Planners

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Today: 8:30 am - 4:30 pm

Tomorrow: 8:30 am - 4:30 pm

31 Years

in Business

Accredited

Business

(941) 371-8027Call Visit WebsiteVisit Website Map & DirectionsDirections2201 Cantu Ct # 102Sarasota, FL 34232 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:30 pm

Places Near Sarasota with Financial Planning Consultants

Bee Ridge (4 miles)
Casey Key (8 miles)
St Armands (13 miles)
Tallevast (14 miles)
Osprey (14 miles)

More Info

General Info: Sara-Bay Financial Corp a Sarasota Registered Investment Advisor, founded in 1993 and based in Sarasota, Florida. Our advisors use disciplined investment strategies to grow and preserve capital for our clients. The goal of our personal and responsive team is to ensure the financial advice you receive is uniquely appropriate for you. At Sara-Bay Financial, youâ??ll never encounter hidden fees. And youâ??ll always know exactly what your investments are doing.
Email: Info
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Other Link: http://sarabay.com
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investment Securities, Investments

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Details

Phone: (941) 371-8027

Address: 2201 Cantu Ct # 102, Sarasota, FL 34232

Website: http://sarabay.com

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Sara-Bay Financial Corporation

Charitable Giving
What is charitable giving? Giving money or property, such as clothes, household items, or even a vehicle, to a qualified 501(c)3 nonprofit is considered charitable giving. A charity must have a 501(c) status if you want to deduct your donations from your federal taxes.
Roth IRA

Investment Management
At Sara-Bay, we believe that successful portfolio management is both an art and a science. It requires the ability to weigh strengths and weaknesses, opportunities and threats across the investment universe and the discipline needed to act accordingly. We strive for objectivity in our research. Our core values are reflective of this: Integrity, Competence, Objectivity, Confidentiality, Fairness and Diligence.
Mutual Funds
In the course of conducting investment advisory services on your behalf, there are occasions where we may engage affiliated and/or nonaffiliated companies to (i) service or process a financial product or service requested by you or, (ii) to maintain or service your account(s). These companies may be engaged in a related business such as mutual funds, annuities or other insurance product, consumer banking, mortgage lending, securities brokerage, investment advisory or tax, estate or financial planning. Or they may be engaged in some service such as a transfer agent, clearing or custodial firm, accounting or reporting, systems operation or marketing. In such cases, the personal financial information we may share about you with these companies is necessary and permissible by law to administer, process, service, and enforce a transaction that you requested or authorized.

Accounting Services

Financial Planning
Retirement Planning
Retirement planning is a very important part of your financial strategy. There are a variety of investment vehicles designed with retirement in mind, and it’s important to consider them all when you’re investing for the future.
Annuities
Sara-Bay is unique in the fact that all 3 advisors work together as a team, ultimately giving clients our collective best opinion on investment selection. By choosing not to sell products (such as annuities or insurance) we align our goals with the goals of our clients. As is often the case, each advisor brings their own strength to the team and the whole is stronger than one individual. Mike Hard has been in the business since the 1970’s. After years of working for large firms, he stepped out on his own and founded Sara-Bay in 1993. Mike continues to be involved with investment research as well as client meetings.

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