Investment Financial Services
(941) 907-8888
6710 Professional Pkwy W Suite 203, Sarasota, Florida, 34240
Business hours
Monday | 9:00am to 5:00pm |
Tuesday | 9:00am to 5:00pm |
Wednesday | 9:00am to 5:00pm |
Thursday | 9:00am to 5:00pm |
Friday | 9:00am to 5:00pm |
About us
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.