This business is located in Building 1800, on 2nd Street in Sarasota City. It offers a range of financial services, including portfolio management and investment advice. The staff are friendly and welcoming, and the office is wheelchair accessible, making it easy for all visitors to get around. The financial advisors seem to know their stuff, but there's a lack of transparency in their pricing. This might be a deal-breaker for some customers. On the other hand, the staff are very innovative in their approach to financial planning, always looking for new ways to help their clients achieve their goals. A former client has shared a negative experience, claiming to have lost everything due to the advice of one of the financial advisors. However, the response from the business owner disputes these claims, suggesting that the reviewer is not who they claim to be. Regardless of the truth behind this issue, it's clear that the business has had some problems in the past.