Gulf Coast Wealth Advisors: Jeff LaBelle S School Ave, Sarasota

Jeff took a very personalized, individual approach to our account (not assigned a predetermined portfolio based on our "profile"). He took the time to listen to our concerns and goals and tailored a plan for us that addresses them. He is clearly personally invested into our account and closely monitors our progress, and is planning steps for the future when certain milestones are reached. For the first time in years I am comfortable and can sleep without worry.

Jeff always keeps me informed and always available for a phone call. We feel comfortable that he is keeping a close eye on our investments in this crazy market.

With all the uncertainty in today's markets' the professional advice offered by Jeff Labelle is imperative to secure a sound financial future. Jeff has consistently offered me positive results in my investments. I would highly recommend Jeff and his team to anyone looking to secure a sound financial future.

I'm 71 years old & from the moment I met Jeff I trusted him with my money & found him to be knowledgable about all types of investments. My initial plan was to just convert a variable annuity into a fixed income annuity & not change anything else. After purchasing a 7 year fixed index annuity instead of bonds because interest rates were so low I had him review my Vanguard statement. I was not aware of the lack of diversification I had with Vanguard even though I was primarily in Vanguard index funds. We went through an exercise in risk management as well as various etfs & mutual funds to choose. His suggestion of using etfs & mutual funds from iShares, Vanguard, Fidelity, T Rowe Price & a few other firms made sense since each to them has top performers depending on the category. Jeff also tailors your portfolio to your age so you are not taking more risk than necessary. He also takes tax liability into consideration when recommending an investment. I'm very happy with Jeff's results as well as his quick response to my texts & emails. He is always willing to discuss any etf or mutual fund you may find in your readings. I would highly recommend Gulf Coast Wealth Advisors for your investments especially after previously using several mediocre financial advisors over the past 20 years.

My wife and I have been well satisfied with Jeff and his management of our accounts. Kristin has always been there for us. When we meet with Jeff he always asks if we need more money out of our account and I always say NO. Even when the market is down he has managed to make money for us. I would recommend any one to Jeff. He has been honest and straight forward with us. Has never put us unto any accounts with out talking with us first and has never put any pressure on us to use any specific accounts . I have recommended that any of my friends talk with Jeff to discover for themselves whether they are comfortable with him and only if they are, then to go forward.

Jeff LaBelle is by far the best Financial Advisor I have dealt with. He is honest and has recommended sound investments which have led to outstanding performance in my portfolio. He is an excellent communicator and gives his time to focus on the client's individual needs. I strongly recommend Jeff LaBelle.

Jeff LaBelle cares about his clients first and foremost. He is a fiduciary advisor and takes that role very seriously. I would definitely recommend Jeff LaBelle to anybody looking for financial advice.

I changed to Jeff LaBelle last year and I am entirely happy with my decision. Jeff has redirected underperforming funds to more productive investments. I would wholeheartedly recommend his services to my friends and any others who would seek a financial advisor.

I have had the pleasure of utilizing the financial expertise of Jeffrey LaBelle for 15+ years. The net worth of my portfolio, under his watch and care has significantly increased over this time period. He always provides financial information and statements on a timely basis. I would highly recommend him to be your financial advisor. His honesty, guidance and integrity allows me to have financial peace of mind!

We have been with Jeff for at least 13 years. We switched to him because we did not want to open the paper everyday to find if our account had gone in the tank because of a falling market and because we started to need income on our investments. The broker handling our account just seemed incapable of understanding our needs. Jeff listened to us and switched our holdings largely into income investments,including annuities. There are some ups and downs with these but our goals have been met. I can and have retired and we can sleep at night without worry . Jeff always listens and follows directions. We estimate our average return as to income is above 5%. Thanks, Jeff. Dick and Nancy Lang.