Scharf Group

Our Preferred Program combines premium banking services with comprehensive investment, insurance and borrowing solutions backed by a team of experienced financial professionals giving you personalized support.

Harbor Financial is a financial services firm based in Sarasota, FL, offering a range of financial planning and investment management solutions to individuals and businesses. With a focus on personalized strategies and client relationships, Harbor Financial aims to help clients navigate their financial goals and secure their financial future. Generated from their business information

Forza Wealth Management, based in Sarasota, Florida, is dedicated to providing personalized wealth management services to clients both locally and nationwide. The firm emphasizes a fee-only, fiduciary approach, ensuring that clients receive objective advice without conflicts of interest from product sales or commissions. With over 20 years of experience in the financial industry, Forza Wealth Management prioritizes long-term relationships and collaboration with clients and their outside professionals, such as attorneys and CPAs. This integrated approach aims to create customized investment strategies that align with each client's unique financial goals. Generated from the website