Welcome to Sarasota Financial Group, Inc
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We have designed this site for both clients and visitors to use as a complete financial planning and investment resource. We encourage you to roam our “office” and learn more about our organization, our people and the array of resources available to you from one comprehensive site. From our Virtual Office you can gather current quotes and news on individual stocks and funds maintain and update your own portfolio. You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources and calculators, as well as useful links to other financial planning and investment related sites. We hope your find the site valuable enough to bookmark it as one of your favorites. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you. Thank you for visiting us in our virtual office, and don’t hesitate to contact us for a real life meeting. |
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You can view the INVEST Financial Corporation Privacy Policy Here
4967 Oldham Street , Sarasota, FL 34238
Phone: 941-927-1050 Fax: 941-927-1070 Email: Info@SarasotaFinancial.com
INVEST Financial Corporation does not provide tax or legal advice. Please consult your tax and/or legal adviser for guidance on your particular situation.
INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment adviser, is not affiliated with Sarasota Financial Group. Securities, advisory services and insurance products are offered through INVEST and affiliated insurance agencies.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer("BD") or investment advisor("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirements of, and are approved to do business by, the state; or (b)are excluded or exempted from the state’s licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b)rendering personalized investment advice for compensation.