Gulf Coast Financial Planning LLC, Bradenton FL

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.

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.

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!

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.

Kurt, Andrew and team are simply awesome people delivering great service and value. Caring for your customers is easy to say but much harder to achieve like they do every day.

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.

We are so glad we found them. Trust is so important and we know we can trust the team at Gulfcoast with our financial future.

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.

Gulf Coast Financial is the most genuine, trustworthy, family oriented, patriotic and loves dogs!
They are the absolute the best! Check them out. So happy I did

My first post, located below this one, was written three years ago, and still holds true for the value I place in the advisors at Gulf Coast Financial today. As each year passes, Kurt Stahl and Andrew Gibbons are committed to helping grow my investments with their knowledge of the financial market. They are both very involved with their clients needs and ALWAYS do what is best for our interests. They are available for your questions and make you feel very comfortable during appointments and visits. Their use of technology helps you to see how your assets are growing with weekly updates and videos with financial tips for your future. Their Administrative Assistant, Julia is an absolute sweetheart. Julia is very pleasant on the phone, sets your appointments and relays questions so Kurt and Andrew can quickly get back to you with answers. This is a business that bases their beliefs on excellent customer service, love of country and charting your financial journey with friendliness and care. With the way the world is going today, you need Gulf Coast Financial. Please call their office today and set up a consultation. You will be very glad you did. If you would like a reference review please reach out to their office and they will have you contact me.
Debbie C. Mack
October 12,2023

First post:
After attending a seminar on Social security, hosted by Kurt Stahl and Andrew Gibbons of Gulf Coast Financial, 2 and a half years ago, it was so informational that I secured them to be my financial advisors.

Being new to the community of Lakewood Ranch at the time, I needed to know that my financial plan for my future was well managed and growing. I hit the jackpot with these two professionals!

Kurt and Andrew are professional, knowledgeable, caring and technologically sound. As their client, you are made to feel welcome to call, to make an appointment to see them when you feel it is needed, and we are periodically given valuable updates via email on the state of the market. To me, this is how a financial business should be run.

Their love for our country and the care they give their clients has me referring everyone I know to Gulf Coast Financial Planning because they want to help you grow your money and be secure in your future.

I am available for questions if you are considering this business for your finances. Research Gulf Coast Financial Planning, Lakewood Ranch, call their office, and I’ll be happy to connect with you!

These guys are AWESOME!

Debbie C. Mack

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!

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!

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.

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.