Manuel S.
8/7/2023
Sam became a personal friend of mine after advising me on a plan that totally helped my family and I. Not only a wealth of knowledge but an incredible dad. That means a lot in LONG TERM wealth...
Integrity Wealth Management
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6561 Palmer Park Cir Ste C
Sarasota, FL 34238
Integrity Wealth Management, Inc. is a registered independent advisory firm based in Sarasota, Florida, dedicated to helping individuals and families at or near retirement create personalized solutions for their lifestyle and income needs. With a focus on long-term, low-risk investments, wealth preservation, and tax-efficient plans, they offer comprehensive financial services including retirement planning, income planning, wealth management, and legacy planning.
Committed to upholding values of integrity, honesty, competency, and stewardship, Integrity Wealth Management treats each client with respect and kindness, considering them as part of their extended family. They aim to provide financial freedom and peace of mind by developing strategies to minimize tax costs and creating income for life, while protecting and providing for the future of their clients' loved ones.
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Reviews
3.02 reviewsJames B.
12/29/2020
Address not correct on website. Sam started w/ 500,000. to work with in 2009. he did good until he put us into annuities. He totally misled us on what would happen to my money. One annuity made...
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