Client Testimonials

Luciano Boemi, M.D.

My suprising financial security, is not the only reason I am writing this letter to you and another couple of friends. Before I met Allan and Peter, I turned down dozens of financial advisors. They would walk into my office with dollar signs in their eyes and I felt as though they were coming in to ask for yet another tax on my already disappointing net income. They were all trying to sell some financial product, and I felt a palpable high pressure atmosphere during the conversation.

Suncoast Financial Resources, instead, is the most no-pressure financial firm I have ever met. They do not have dollar signs in their pupils, even though finance is what they do for a living. They did not even call me. As a matter of fact, they will not call you either, but they will promptly return your call. They presented me with an array of financial plans that made sense to me, and they also provided me with other honest and reliable specialists, such as accountants, corporate attorneys, practice management experts, mortgage brokers, bankers etc. I chose to work with some of them, some of them I decided not to use, for a variety of reasons. No pressure. They listened to me, and they proved to be very flexible. They are not out to sell a product. They have been working, almost exclusively, with physicians for over fifteen years, and they know our particular problems and expectations. They are very respectful of my ideas and my privacy.

Whether you decide to use their services or not, I am sure that the time you spend in a meeting with them will be profitably invested. You can call them at 949-5730. Please tell them that I sent you this letter. All we want is to be appreciated, and I feel that I owe them as well as you a little sign of appreciation for what you and they have done for me.

.........239-949-5730