Sara-Bay Financial Corporation, a Registered Investment Advisor, was founded in 1993. Since inception Sara-Bay has grown steadily in both reputation and assets under management.

We specialize in creating custom portfolios typically consisting of 16 to 20 quality stocks of individual companies. We almost never use mutual funds. Our combined experience, knowledge, individual approach to investing, and track record sets Sara-Bay Financial Corp. apart from others in the field. View our investment performance.

For that portion of your assets where safety is the key, we offer fixed investments designed to give you competitive returns when compared with savings accounts or certificates of deposit. As a firm we are committed to the growth of our clients' assets and developing long-term customer relationships.

Looking for guidance for your IRA, 401K rollover, individual, or trust account?

We are available to give you a no-obligation consultation.

As an independent insurance agent we are also able to council our clients concerning life insurance. We can assist you with family protection, wealth replacement, or estate planning. We service clients across the United States from our office based in Sarasota, FL.

Many investors, believing they were following a sound investment strategy, have become dissatisfied as they watched their account values decline. We offer a different and sensible approach to investing. Take a look at our track record, by clicking on the performance tab, and you will see that our results speak for themselves.