Tampa Bay
Stern Wealth Management of Raymond James
Financial Planner
45.65
45.65
Overview
Getting good financial guidance is essential, yes, but we believe that being comfortable with who is giving the guidance is every bit as important as the advice itself.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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Overall
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This financial consultant and financial service provider has taken a thoughtful approach to guidance, making comfort a priority. The building is located at 2, N Tamiami Trl Trail, Suite 804, in Sarasota City. Their description highlights the importance of a trusting relationship with their financial advisors.It is easy to get in touch with them via phone at +19413668600. Online users can also visit their website at https://www.raymondjames.com/thesterngroup.A comfortable experience is a promise that they intend to keep. One can schedule a planning appointment if needed. There is a restroom available on site, and it is wheelchair accessible. The parking lot is also wheelchair accessible, providing equal access to the building. People with mobility issues will also appreciate the wheelchair-accessible entrance. They partner with Stern Wealth Management of Raymond James and focus on financial planning. Their keywords include financial planning and Raymond James. One area for improvement could be making their services more inclusive for clients with tighter budgets, as their current pricing does not appear to accommodate those on a lower financial standing.
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