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portrait of Joshua H Rifkin
FINANCIAL ADVISOR

Joshua H Rifkin

2477 Stickney Point Rd, Unit 107-B, Sarasota, FL 34231opens in a new window
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About Joshua

My first investment was gifted to me by my grandparents when I was 3 years old. It was a few shares of stock in a company. Growing up, I was so excited to learn more about the company that I "owned" a piece of, as well as the stock market and what made them change every day. The knowledge that I gained from that first investment fueled my lifelong passion for finance. That passion, coupled with a natural desire to help others succeed, led me to know from a very young age that I would grow up to be a...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Education

  • Univ of South FloridaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Golfing
  • Traveling
  • Auto Racing

Team Members

  • Linda Dillon
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(941) 894-0389

Fax

(877) 554-2042

Office Address

2477 Stickney Point Rd
Unit 107-B
Sarasota, FL 34231opens in a new window

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