Plus Financial Services, Inc.
8051 N. Tamiami Trail Suite 12
Sarasota, FL 34243
Phone 941-358-9119
Fax 941-358-9905

PLUS Financial Services, Inc. was started in 1993 by the current owner and President, Larry Duguay. Our mission is to provide clients with trusted advice on all aspects of wealth creation and management. No longer do you need a separate accountant, tax planner and investment advisor, now PLUS Financial combines all these services, and more, into a unique and comprehensive plan to financial success.

At PLUS Financial we believe it is necessary to not only have financial knowledge of our clients, but also to understand their dreams and wishes. This allows us to develop specific action plans that will result in achievement of those goals. Our focus is building business relationships, not snaring one-time prospects.

We will work diligently to earn your trust, and treat each individual with the respect of a valued long term customer. As an independant fee only advisor, our goal is to increase your net worth, and you can rest assurred that our advice and recommendations will be given with your best interest at heart. Of course we realize that financial discussions are very private and are always confidential.

One of our cornerstone business practices is superior service. Telephone calls, messages, and e-mails are returned promptly. If we say something will be done, we will get it done, and our philosophy is to do it right the first time. Another basiic principle is honesty in our actions and our words. We always provide it to our clients and expect the same in return.

We welcome the opportunity of working with you as your trusted advisor. “Our goal is your financial success.”

Please contact us today for a free initial consultation. .
info@plusfinancial.com Phone 941-358-9119
Fax 941-358-9905

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