Pictured Above: Mary Hettig, Mike Hard, Ben Hard CFP®, Chris Mills CFP®, Kimberly Porter

For decades, Sara-Bay Financial has helped individuals and families manage their wealth with independent advice, thoughtful planning, and personal attention.

Independent & Objective Financial Advice

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941-371-8027

30+ Years – Serving Clients & Families

Fiduciary – Your Interests Come First

Personal Attention

Our Three Step Process

1. We Listen

We learn about you, your finances, and what you want to accomplish.

2. We Plan Together

We discuss your options and develop a strategy tailored to you.

3. We Manage & Communicate

We actively manage your investments and adjust your strategy as markets, opportunities, and your needs change.

GIVE US A CALL

941-371-8027

At Sara-Bay Financial, we help you create a financial plan you can have confidence in.

We can assist in the following areas:

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Disclaimer: “Sara-Bay Financial Corp. is registered as an investment advisor with the SEC. All information contained herein is for informational purposes only and does not constitute a solicitation for investment advisory serves or an offer to buy or sell securities. Registration does not imply a certain level of skill or training. If you are interested in our services, please see our Disclosure Brochure (Part II of the form ADV); which provides detailed information about Sara-Bay Financial Corp. and inherent risks that may be associated with our advisory services.

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