Business strategy planning in Sarasota, Florida

Sarasota Health and Financial Services, located at 2477 Stickney Point Road in Sarasota, Florida, has been serving the insurance needs of the Sarasota community since 1980. Specializing in Individual Major Medical and Group Health Insurance, as well as Medicare Supplements, Medicare Advantage Plans, Life Insurance, Annuities, and Long Term Care, our agency is dedicated to providing personalized customer service to tailor to your specific needs. Our mission is to guide you through the insurance process, ensuring customer satisfaction as our top priority. We work closely with individuals and businesses to select the best options for their insurance needs. Sarasota Health and Financial Services proudly represents a variety of reputable companies and is licensed to do business in the State of Florida. Please note that we do not provide tax, legal, or investment advice and recommend consulting with your own qualified advisor.

Risk Strategies Company is a leading insurance agency located at 3701 South Osprey Avenue in Sarasota, Florida, United States. With a commitment to providing innovative and comprehensive insurance solutions, they specialize in helping individuals and businesses manage and mitigate risks. Their team of experienced professionals work closely with clients to tailor insurance plans that meet their unique needs and goals. Whether you are looking for personal insurance coverage or risk management solutions for your business, Risk Strategies Company is dedicated to providing top-notch service and support. Contact them today to learn more about how they can help protect what matters most to you.

Daily, Montfort & Toups Sarasota Estate Planning Lawyer is a professional legal institution located at 2014 4th Street, Sarasota, Florida, United States. Specializing in estate planning, elder law, and tax defense, our experienced attorneys serve the communities of St. Petersburg, Venice, Osprey, Clearwater, and St. Augustine. We offer a range of services including Medicaid planning, probate, civil litigation representation, and business tax strategies. Our team of attorneys, including Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, are dedicated to helping clients navigate complex legal issues and achieve peace of mind. With over two decades of experience, we provide personalized solutions to protect your assets and plan for the future. Contact us for a free consultation and learn more about our legal services today.

Sterling Tax Accountant - CPA Firm in Sarasota, FL offers a wide range of accounting, finance, and tax services to businesses in Sarasota and nationwide. Our team of Certified Public Accountants goes above and beyond tax preparation to provide comprehensive services including bookkeeping, accounting, tax planning, and financial strategies. We aim to set the Sterling Standard for CPAs in Sarasota, ensuring that your financial needs are expertly managed so you can focus on running your business seamlessly. Our monthly small business accounting services focus on tracking performance and our CPAs specialize in proactive tax and accounting strategies to minimize tax liabilities legally. Additionally, we offer Virtual CFO services to provide guidance and knowledge to empower your business operations. Our team is dedicated to providing top-notch services and has been recognized by the readers of SRQ as the Gold Winner in the 2022 Best of SRQ Local Annual Readers Competition. With our streamlined outsourced bookkeeping services, advanced technology, and expert consulting, Sterling Tax Accountant is the go-to choice for modern businesses in Sarasota. Visit us at 7142 South Beneva Road, Sarasota, Florida to elevate your business with our top-notch financial services.

Moore Financial & Tax Strategies LLC is a leading accounting and finance institution located at 2937 Bee Ridge Road in Sarasota, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, bookkeeping, and financial consulting to individuals and businesses. Their expertise and personalized approach ensure that clients receive the best financial strategies tailored to their specific needs. Trust Moore Financial & Tax Strategies LLC to help you navigate the complexities of the financial world with confidence and peace of mind.

Sarasota Tax Planning, located at 1491 Venice East Boulevard in Venice, Florida, is a reputable accounting and finance institution. They offer a range of services including accounting, payroll, and bookkeeping support to replace your back office operations. With a focus on developing strategies for both business and individual clients, Sarasota Tax Planning is dedicated to assisting with complex financial issues. Their team of professionals are committed to working hard and long hours to meet the needs of their clients, even beyond tax season. Let Sarasota Tax Planning take on your most pressing financial challenges and help you achieve your goals.

Sarasota Tax Planning, located at 1990 Main Street in Sarasota, Florida, offers expert accounting and finance services. Specializing in accounting, payroll, and bookkeeping support, we can handle all of your back-office needs. Our team is dedicated to developing tailored strategies for both business and individual clients, ensuring that complex financial issues are effectively managed. We are committed to working diligently and providing support beyond tax season, so you can trust us to tackle your most pressing financial challenges. Trust Sarasota Tax Planning to provide reliable and professional financial solutions.

Welcome to Daily, Montfort & Toups - Your Trusted Bradenton Estate Planning Lawyers Located at 538 12th Street West, Bradenton, Florida, Daily, Montfort & Toups is your local partner in navigating the complexities of estate planning, Medicaid planning, probate law, and tax services. With over 50 years of experience, our dedicated team of attorneys is committed to providing personalized legal solutions to the community of Bradenton and beyond.

Risk Services LLC is an insurance agency located at 1605 Main Street in Sarasota, Florida. We specialize in providing comprehensive risk management solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of insurance, ensuring they have the coverage they need to protect their assets and mitigate potential risks. Whether you are looking for personal or commercial insurance, Risk Services LLC is here to help you find the right coverage at the right price. Contact us today to learn more about our services and how we can help you protect what matters most.

HD Money, Inc is a finance institution located at 3322 Bee Ridge Road in Sarasota, Florida, United States. We specialize in providing a wide range of financial services to our clients, including loans, investments, and financial planning. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with managing your personal finances or growing your business, HD Money, Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Crypto Tax Man is a finance institution located at 2708 Butterfly Jasmine Trail in Sarasota, Florida, United States. We specialize in providing tax services for individuals and businesses involved in cryptocurrency transactions. Our team of experts is dedicated to helping clients navigate the complex tax implications of crypto investments, ensuring compliance with IRS regulations and maximizing tax savings. Trust Crypto Tax Man to handle all your cryptocurrency tax needs with professionalism and efficiency.

Investor Friendly CPA is a leading accounting and finance institution located at 4634 Country Manor Drive in Sarasota, Florida, United States. Our team of experienced Certified Public Accountants (CPAs) specialize in providing expert financial advice and services tailored to meet the needs of investors. Whether you are a seasoned investor or just starting out, our dedicated professionals are here to help you navigate the complexities of financial management and ensure your investments are in good hands. Trust Investor Friendly CPA for all your accounting and finance needs.

Blue Jay Tax is an accounting and finance institution located at 200 Capri Isles Boulevard in Venice, Florida, United States. Our mission is to provide the highest standards of expertise and diligence in personal and business tax return preparation while minimizing risks and costs for our clients. We offer prompt, discreet, and convenient tax services to achieve the best possible outcome for you. Our resources page contains helpful checklists and links to monitor your tax return progress and refunds. You can book an appointment through our live calendar and make payments via credit/debit card or Zelle. We serve clients in Venice, Sarasota, Englewood, Port Charlotte, and provide remote services for all states. Contact us for solutions to tax problems and to learn more about our services. Visit us at our office in Gondola Park to experience the exceptional expertise and value we offer.

Meliora is a charming restaurant located at 1920 Hillview Street in Sarasota, Florida, United States. Known for its delicious food, Meliora offers a cozy and inviting atmosphere for diners to enjoy a memorable dining experience. Operating hours vary throughout the year, with Winter/Spring Hours being Tuesday - Saturday from 5pm to 9pm, and Summer/Fall Hours (starting June 4th) being Wednesday - Saturday from 5pm to 9pm. Whether you're looking for a romantic dinner for two or a gathering with friends, Meliora is the perfect spot to indulge in exquisite cuisine.

Vanderbilt Robison is a renowned health institution located at 1090 South Tamiami Trail in Sarasota, Florida, United States. Specializing in mental health, the hospital is home to nationally recognized psychiatrists and mental health professionals. Dr. Robison, the founder, is a highly trained psychiatrist who has experience working with diverse populations and treating patients of all ages. The institution is recognized by the American Psychological Association for its proven and innovative mental health treatment methods. Patient services at Vanderbilt Robison are provided without any discrimination based on race, color, religion, gender, sexual orientation, disability, communicable diseases, or national origin. The hospital also offers a patient portal for easy access to medical records and information.

Tampa SEO Training Academy, located at 5404 Cypress Center Drive in Tampa, Florida, is a leading institution with over 25 years of experience in the SEO industry. We offer customized packages to meet the individual needs of your website and help you grow your business with SEO consulting from our experts. Our hands-on SEO training classes, including 2-Day Basics, 3-Day Advanced, and 5-Day SEO Mastery workshops, give you the tools to crush your competition and stay ahead in the digital world. Private and corporate training options are available for those seeking a more tailored agenda or flexible schedule.

National Agency Solutions is an insurance agency located at 7313 Merchant Court in Sarasota, Florida, United States. We are dedicated to providing solutions to agents and insurance carriers in the employee benefits space. Our institution operates with a purpose, supporting worthwhile charities and non-profit organizations. We are proud to offer our services with a commitment to making a positive impact in our community.

Bankers Life, located at 301 North Cattlemen Road in Sarasota, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as products from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising cost of healthcare and the need for long-term care, it's important to be prepared and have discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that meets your individual aspirations. Join us at Bankers Life and achieve more while helping your community achieve a financially secure retirement.

Health Advisors US is a leading health insurance agency located at 101 Paramount Drive in Sarasota, Florida. Our team of expert advisors is dedicated to helping individuals and families navigate the complex world of health insurance to find the best coverage options for their needs. Whether you are looking for individual coverage or a group plan for your business, our knowledgeable staff is here to provide personalized guidance and support. Trust Health Advisors US to help you make informed decisions about your health insurance needs.

Integral Path Associates, LLC is a health institution located in Sarasota, Florida, United States. Our team of dedicated professionals is committed to providing comprehensive and integrative healthcare services to our patients. We offer a wide range of holistic treatments and therapies to promote healing and wellness. Our state-of-the-art facility at 777 South Palm Avenue is designed to create a welcoming and peaceful environment for our patients. Whether you are seeking traditional medical care or alternative therapies, Integral Path Associates, LLC is here to support you on your journey to optimal health.

Gibson Kohl, P.L. is a reputable law firm located at 1800 2nd Street in Sarasota, Florida. Our team of experienced lawyers specializes in providing high-quality legal services to clients in various practice areas. Whether you are in need of representation for a personal injury case, business litigation, or estate planning, our dedicated attorneys are here to assist you every step of the way. With a commitment to excellence and a track record of successful outcomes, Gibson Kohl, P.L. is the trusted choice for all your legal needs in the Sarasota area. Contact us today to schedule a consultation and learn more about how we can help you.

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.

The Law Offices of Jason P Ramos PLLC is a reputable finance and legal institution located at 306 North Rhodes Avenue in Sarasota, Florida. Specializing in providing expert legal advice and representation, our team of experienced lawyers is dedicated to helping clients navigate complex financial and legal issues. With a commitment to personalized service and a track record of successful outcomes, we strive to provide the highest level of support and advocacy for our clients. Whether you are facing a financial dispute, planning for the future, or in need of legal counsel, the Law Offices of Jason P Ramos PLLC is here to help.

David Harris Law is a reputable law firm located at 8586 Potter Park Drive in Sarasota, Florida, United States. Specializing in various legal services, the team at David Harris Law is dedicated to providing top-notch representation and support to their clients. With a focus on professionalism, integrity, and expertise, the lawyers at this institution strive to achieve the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, David Harris Law is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Raymond S. Grimm, ESQ. P.A. is a law firm located in North Port, Florida, serving clients in Sarasota, Charlotte, and Manatee Counties. With over 30 years of experience, Attorney Raymond S. Grimm specializes in family law, estate planning, guardianships, general civil litigation, and appellate practice. The firm offers personalized representation tailored to each client's unique needs and circumstances. During estate planning consultations, Mr. Grimm discusses family situations, finances, and wishes for providing for loved ones. Options such as wills, revocable living trusts, and testamentary trusts are explored to best meet the client's needs. Additionally, strategies for protecting families from court intervention in cases of incapacitation are discussed.

Matthew Kowtko is a renowned institution located at 1800 2nd Street in Sarasota, Florida, United States. This institution is known for its exceptional educational programs and top-notch faculty members who are dedicated to providing a high-quality learning experience for students. With a focus on academic excellence and personal growth, Matthew Kowtko offers a wide range of courses and opportunities for students to explore their interests and reach their full potential. Whether you are looking to further your education or enhance your skills, Matthew Kowtko is the perfect place to achieve your goals.

Walters & Associates CPAs is a renowned accounting and finance institution located at 5266 Office Park Boulevard in Bradenton, Florida, United States. Our team specializes in personalized tax guidance and strategy to reinvent your business success. With a focus on maximizing audit ROI, we analyze financials, controls, and overall business performance effectively. Our expertise in aligning plans with strategy has resulted in over 500 successful financial projections submitted to AHCA without denials. At Walters & Associates CPAs, we pride ourselves on our 100% success rate in CAP Liability Report preparation, providing peace of mind with timely and accurate submissions. Our bookkeeping services ensure 100% accurate books, freeing up time for business growth. As a PCAOB Registered Firm, we guarantee legal and ethical compliance for retirement and pension plans with effortless audits.

First Choice CPA Services, LLC is a trusted accounting and finance institution located at 6497 Parkland Drive in Sarasota, Florida, United States. Our team of experienced CPAs specializes in developing personalized tax planning strategies tailored to your unique financial situation. We meticulously analyze your financial data, identify potential tax deductions and credits, and implement effective strategies to minimize your tax liability. We go beyond traditional accounting services to provide comprehensive financial management solutions for individuals and small business owners. From budgeting and cash flow analysis to financial statement presentation and strategic planning, our experts are here to help you make informed financial decisions and achieve long-term success.

Merrill Lynch Financial Advisor John Jones, located at 1819 Main Street in Sarasota, Florida, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals. With access to the resources of Merrill and Bank of America, John Jones and his team offer personalized wealth management services to help clients pursue their financial aspirations. By conducting a Personal Wealth Analysis and utilizing the Investment Personality Assessment, they aim to understand clients' needs and preferences to create a customized financial approach. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, John Jones works closely with clients to develop a plan that aligns with their life priorities. Through ongoing communication and adjustments to the financial approach, clients can stay on track to achieve their goals. With a focus on building strong client relationships based on trust and personalized service, John Jones strives to help clients navigate the complexities of their financial lives and make informed decisions. As a Sports & Entertainment Accredited Wealth Management Advisor™, John Jones is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life.

Investment Financial Services is a reputable finance institution located at 6710 Professional Parkway West in Sarasota, Florida, United States. With a team of experienced financial advisors and experts, we offer a wide range of investment services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, our professionals are dedicated to providing personalized solutions tailored to your specific needs. Trust Investment Financial Services for all your financial planning and investment needs.