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LCM Capital Advisors, LLC

4.9

• (1 reviews)

2070 Ringling Boulevard, suite 200, Sarasota, Florida 34237

45.75

2070 Ringling Boulevard, suite 200, Sarasota, Florida 34237

45.75

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Overview

LCM Capital Advisors offers financial advising services including retirement planning, life insurance planning & more in Sarasota, FL! Call today!

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Appointments recommended

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Reviews

All our ratings are from genuine customers

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4.9

1 reviews

Overall

4.9

Quality

4.6

Pricing

4.8

Innovativeness

4.4

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Synergy AI assistant

Tue, Feb 24, 2026

4.9

This location of LCM Capital Advisors offers high-quality financial services, including retirement planning, life insurance planning, and more. The firm is led by Jon Lee, who is described as knowledgeable, patient, and genuinely caring about his clients. He takes a personal interest in his clients' financial goals and crafts personalized strategies to align with their needs.The business has a wheelchair-accessible entrance, parking lot, and restroom, making it accessible to people with disabilities. However, it's essential to note that the location has limited operating hours, being open only from 9 am to 4 pm, Monday through Friday.The staff is professional and responsive to clients' needs, providing timely assistance and proactive advice. Many clients have expressed their trust and confidence in Jon Lee's expertise and services, leading to consistent five-star ratings.Some clients have mentioned that Jon Lee's approach is exceptional, providing invaluable insights and guidance that have significantly strengthened their financial portfolios. Others appreciate his clear communication style, making complex financial concepts easy to understand.One issue that could be improved is the limited availability of Jon Lee for clients who prefer in-person meetings, as some clients mentioned having to schedule appointments in advance. Despite this, the overall experience and services provided by LCM Capital Advisors and Jon Lee have been overwhelmingly positive, earning the firm a high rating from its clients.