Sara-Bay Sarasota Financial Planners
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Sara-Bay Financial Corporation, a Sarasota based Registered Investment Advisor, was founded in 1993. As a firm we are committed to the growth of our clients’ assets and developing long-term customer relationships.   Know More

About Us

Sara-Bay Financial Corporation, a Sarasota based Registered Investment Advisor, was founded in 1993. As a firm we are committed to the growth of our clients’ assets and developing long-term customer relationships.

At Sara-Bay you will find a family owned business that cares deeply about the financial success of our clients. If you value a personalized, team-based approach to your investments we would love to hear from you!

Process

From the first meeting our #1 goal is that you are well taken care of. We pride ourselves on understanding our client’s needs and building a trusting relationship with the goal of growing your money.

Here at Sara-Bay Financial you will find a genuine, welcoming experience that is jargon free and comfortable no matter what your financial expertise may be.

Our Team

If you are looking for a firm that is Sarasota based, has a true team spirit AND a proven track record, look no further. Sara-Bay is a family owned and operated firm where our exceptional people are not only very talented, but they’ll also be working directly with you and your family for a long time.

Learn about our team members’ qualifications and accomplishments.

Keeping in Touch

At Sara-Bay we like to keep the conversation going.  We are always happy to get calls from our clients and more than happy to tackle the tough questions.  Our team approach means someone is always in the office who can discuss the issues you have at any given moment.  We regularly touch base with each of our clients to update you on our thoughts and just as importantly, to hear yours.

Our Market Letters are sent to all clients.  These are our commentaries on exceptional market moves or economic changes that may affect everyone.   We’ve been at this for a while.  At the link below you can view recent commentary and you can also view the archived commentaries that date back to 2002.  Proof, we are committed to consistent communication with our clients.

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