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February 2024 by Michael Brusoe
My wife and I met with Kurt a couple of times after one of his Social Security seminars. He made us feel comfortable and he patiently answered all of our questions. We highly recommend his services.
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November 2023 by Kirsten B
When my husband and I went to Kurt, I immediately felt at ease with him. I trust him implicitly to handle my investment accounts in MY best interest. Andrew and Kurt are not only two of the smartest guys, they are also genuinely kind, caring individuals. I’m 100% satisfied with Gulf Coast Financial Planning.
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November 2023 by Sue Forbes
We are very satisfied clients of Gulf Coast Financial Planning, and highly recommend Kurt Stahl for any financial advisory needs. Currently in our early retirement years, Kurt has assisted us in executing a retirement budget and an investment strategy that is comfortable and compatible with our risk tolerance. In addition to his professional acumen, Kurt is personable, civic- and charity-minded, and treats his clients like family, as do Andrew and Julia, who complete the awesome GCFP team!
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November 2023 by Karen McCray
It is difficult to explain how much Kurt and Andrew have helped me. They are truly first class people and have given me first class service! I trust them with my investments and know they have my best interest at heart. If you haven’t met them, at the very least go in and meet them and consider a free consultation.
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November 2023 by E & J Chang
When we moved to Sarasota, we wanted to have a good company plan our retirement for us. We have been extremely delighted with the experienced and caring team at Gulf Coast. Kurt, Andrew and Julia have eased our anxieties over retirement and helped guide us with strategic decisions to ensure we can enjoy our retirement years!
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November 2023 by Bonnie Golon
I am a newer client and have been very satisfied with Kurt and his team. They gave seminars on Medicare and social security and analyzed my portfolio. These are turbulent time and investing is not without risk. They were more concerned about you being a long term client and giving solid advice than taking any unnecessary risk.
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November 2023 by Jon Bubb
My wife and I felt a high degree of comfort and trust with both Kurt and Andrew when we met with them initially. They created a financial plan and found the best investment options for us. They continue to look for investments that make sense for us.
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November 2023 by Pamela Hoidge
We have been so pleased, well informed, taken seriously and respected by Gulf Coast, that we wholeheartedly recommend Kurt, Andrew and Julia!! Their focus, consistency and attention to the details of our particular situation always impress us and leave us feeling well cared for and confident about our decision to join the Gulf Coast team!
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November 2023 by Ron Altman
We have been with Gulfcoast for about a year and a half. Kurt and Julia and Andrew provide excellent personal service. They’re always available and respond quickly to any questions or needs. They are very knowledgeable with investing and provide awesome peace of mind.
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July 2023 by Carol Dorst
When we put ourselves in Kurt's hands, our financial stress was gone. He helps you know where you are and how you are going to fare in retirement yrs. Explains things so even seniors can understand. Andrew is also very knowledgeable and helpful.
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February 2023 by Denise Hodge
I came to FL to find my happy place. I attended a seminar in Lakewood Ranch soon after arriving and discovered the Gulf Coast Financial Planning services. I am totally happy with my decision to transfer my financial needs to Kurt Stahl and his associates. I have all the confidence with this firm and will recommend to anyone who wants peace of mind. They have gone well beyond the average services offered in my previous dealings with firms. I am so happy to have Kurt, Andrew, and Julia on my side. Thank you for making my future safe and easy..
