Create Your Investment Strategy With Confidence

Independent & Objective Financial Advice

No Hidden Fees – Ever

Trustworthy Guidance

Individual Stocks for Growth and Income

You need someone you can trust.

After all – it’s your money.

You should know exactly where it’s invested and how it’s performing. We believe you should have an investment firm that makes transparency a priority and earns your trust.

We’ll help you plan the financial future you deserve.

Here’s how to get started:

1. Your Money, Your Goals

After an initial discovery call, we’ll meet. We get to know you, your financial goals and how we can work together to meet your objectives.

2. Investment Strategy Options

We’ll create a proposal to show the ways we can add value to your financial situation. We always provide options, so you can choose which strategy is the best for you.

3. Ongoing Management

We’ll professionally manage your portfolio so you can focus on the things you love. You’ll have direct access to us whenever you need it.

Serving Our Clients

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, you’ll never encounter hidden fees. And you’ll always know exactly what your investments are doing.
We are proud of our performance, give us a call to learn more.

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

We can assist in the following areas:
  • Individual Stock Management
  • Portfolio Management
  • Investment Advice
  • Goal Planning
  • Retirement Planning
  • Charitable Giving

You shouldn’t have to worry about how your investments are performing.

We partner with you to manage your portfolio so that you can trust that all your financial goals are being met.
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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