This financial services location is conveniently located on Bee Ridge Rd Road in Sarasota City. Visitors can easily access the building and parking area, which is wheelchair-friendly. The entrance is also wheelchair accessible, making it an inclusive space for everyone. The office hours are standard, with consistent working hours from Monday to Friday, allowing clients to plan their visits ahead of time. Unfortunately, the office is closed on weekends, which might be a drawback for some clients who prefer to visit on their days off. The phone number is available for clients who need to schedule an appointment or have questions about their financial plans. The company has a partnership with First Security Investments, which adds to its credibility. The staff seems to be well-informed and caring, as evident from the client's feedback that they listen to the needs of their clients and provide great service. This financial advisor is also known for its quality and innovativeness. However, there's a lack of transparency in the pricing structure, which is a significant drawback for potential clients who value budget-friendliness. Overall, the location is well-equipped to provide financial services to its clients, but more information on pricing is needed to make a final decision.