Tampa Bay
Reality Financial Planning
50.41
50.41
Overview
Joe Downs, CFP® and John Cunningham, CFP® are fee only financial advisors with Reality Financial Planning Services, LLC in Sarasota, Florida.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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This financial services business has established a strong presence in Sarasota, providing clients with professional advice on a range of financial matters. Joe Downs and John Cunningham, two experienced financial advisors with the Reality Financial Planning Services, LLC, work together to cater to individual needs, taking into account both local and global economic factors. With a focus on fee-only services, they eliminate any potential conflicts of interest, prioritizing clients' interests above all else. The business is wheelchair accessible, ensuring that everyone can easily visit and receive the necessary guidance. Appointments are highly recommended to ensure a tailored approach to each client's unique situation. The website, http://www.realityfinancialplanning.com/, offers further details on the services provided, such as estate planning, taxes, retirement planning, and Medicare guidance. With a strong reputation, clients have consistently expressed satisfaction with the business, highlighting the depth of their expertise. However, the restroom could be a concern for some, given that the information provided does not mention that it is available 24/7 or if it's private and sanitary.
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