TOP 10 Asset management solutions in Longboat Key, Florida

Marc J. Soss, Esquire is a reputable institution located at 2070 Ringling Boulevard in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, they offer expertise in Estate Planning, Business and Corporate Law, as well as Probate and Trust Administration. Since 1992, Marc J. Soss has been providing top-notch legal representation to individuals and corporate entities in Southwest Florida, including Sarasota, Siesta Key, Longboat Key, and Naples. With a focus on Estate Planning, Asset Protection, and Business Transactions, Marc J. Soss caters to a diverse clientele including business owners, retirees, and individuals seeking to safeguard their assets. Clients can expect personalized attention, tailored legal services, and a high level of expertise from Marc J. Soss, who prides himself on forming long-lasting relationships with each client.

Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CEPA®|AAMS™ is a leading financial institution located at 595 Bay Isles Road in Longboat Key, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planner Michelle K Johnson, this institution offers top-notch financial advisory services to help individuals and businesses achieve their financial goals. Specializing in comprehensive financial planning, estate planning, and asset management, Edward Jones is committed to providing personalized solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Michelle K Johnson and her team are dedicated to helping you make informed decisions and secure your financial future.

Welcome to McGriff Insurance Services, your trusted partner in safeguarding what matters most to you. Located at 510 Bay Isles Road, Longboat Key, Florida, our experienced team is dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of both individuals and businesses. For over a century, McGriff Insurance Services has been a beacon of reliability and expertise in the insurance industry. We pride ourselves on being a get-it-done broker, deeply rooted in building lasting relationships and driven by a passion to serve. Our commitment to excellence ensures that you never have to settle for less than the best when it comes to protecting your most valuable assets.