Investment Financial Services

Financial ServicesInvestment serviceFinancial AdvisingFinancial consultantSarasota, Florida

Contact

Address
6710 Professional Pkwy W Suite 203, Sarasota, Florida, 34240
Phone
(941) 907-8888
Website
investmentfinancial.net/
View on map →

Business Hours

SundayClosed
Monday09:00am – 05:00pm
Tuesday09:00am – 05:00pm
Wednesday09:00am – 05:00pm
Thursday09:00am – 05:00pm
Friday09:00am – 05:00pm
SaturdayClosed

Description

Investment Financial Services, Inc.is a boutique wealth management firm providing comprehensive wealth management services with an added specialization in retirement account accumulation and distribution. Clients are primarily individuals aged 55+ with investable assets of $500,000 or more and a net worth in excess of $1,000,000.