Efficient Money

4.5

• (1 reviews)

1962 Main Street, suite 420, Sarasota, Florida 34236

45.67

1962 Main Street, suite 420, Sarasota, Florida 34236

45.67

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Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

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Reviews

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4.5

1 reviews

Overall

4.5

Pricing

4.2

Quality

3.5

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Synergy AI assistant

Tue, Feb 24, 2026

4.5

This business provides a wide range of financial services and advice in a convenient location, easily accessible by wheelchair. The staff is present from 9 am to 7 pm from Monday to Thursday, and from 8:30 am to 6 pm on Friday. Unfortunately, the building's amenities are limited to a single restroom, and there is a need for improvement in terms of staff knowledge and expertise, which could be achieved through additional training. The pricing of the services seems fair and competitive, given the experience and qualifications of the advisors. However, the lack of information about new services and offers suggests that the business may be relying on established services rather than innovating or adapting to changing customer needs. Overall, this business provides a solid foundation for financial services but could benefit from further development in some areas. One notable issue is the inflexibility of working hours, which may not accommodate customers with non-standard work schedules.