Comprehensive financial planning services in Bradenton, FL
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Walters Strategic Advisors
● ClosedWalters Strategic Advisors is a finance institution located at 5266 Office Park Boulevard in Bradenton, Florida, United States. Specializing in proactively managing taxes for maximum returns at every step of your investment journey, our team of CPAs and Financial Advisors understand the importance of tax-efficient investment planning. We utilize tax-advantaged investment accounts and tax-loss harvesting strategies to maximize returns and minimize taxes for our clients. Our comprehensive approach to retirement planning includes investment strategies, retirement withdrawal strategies, and portfolio risk mitigation strategies. By developing personalized retirement plans and staying on track, we help our clients build a financially secure retirement regardless of their life stage.
5266 Office Park Blvd STE 206, Bradenton, FL 34203, United States -
Agility Senior Living Advisors
● ClosedAgility Senior Living Advisors is a renowned institution located in Bradenton, Florida, United States, specializing in providing comprehensive business advisory services to owners, investors, and operators of senior living communities. With a team of seasoned professionals, we offer innovative solutions to optimize the performance and profitability of senior housing assets. Our personalized approach empowers clients to achieve optimal operational, clinical, and sales performance, ultimately improving long-term value. We are now offering onsite market due diligence and feasibility studies to guide informed investments in senior housing. Our strategic guidance helps streamline senior housing assets and maximize results. Whether you are facing staffing challenges, inflation, or other stressors, our experienced team can provide a hands-on approach to turnaround struggling senior housing communities.
6139 55th Ave Cir E, Bradenton, FL 34203, United States -
Brandt Accounting Inc.
● ClosedBrandt Accounting Inc. is a reputable accounting and finance institution located at 139 River Enclave Court in Bradenton, Florida, United States. With a team of highly skilled professionals, we provide a wide range of accounting services to individuals and businesses in the area. Our expertise includes tax preparation, bookkeeping, payroll services, and financial consulting. At Brandt Accounting Inc., we are dedicated to helping our clients achieve their financial goals and ensuring their financial success. Contact us today to schedule a consultation and see how we can assist you with your accounting needs.
139 River Enclave Ct, Bradenton, FL 34212, United States -
Vikki Ciotti - Raymond James
● OpenVikki Ciotti - Raymond James is a reputable finance institution located at 8652 State Road 70 East in Bradenton, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, wealth management, and more. Clients can trust Vikki Ciotti - Raymond James to provide personalized and comprehensive financial solutions to help them achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Vikki Ciotti - Raymond James is dedicated to helping you succeed.
8652 State Road 70 E, Bradenton, FL 34202, United States -
Gulf Coast Wealth Robby Spillman
● ClosedGulf Coast Wealth Robby Spillman is a finance institution located at 8470 Enterprise Circle in Bradenton, Florida. Our team of experienced professionals provides comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. With a focus on personalized service and tailored solutions, Gulf Coast Wealth Robby Spillman is dedicated to helping clients secure their financial future.
8470 Enterprise Cir Suite 102, Bradenton, FL 34202, United States -
Anthony Papa CPA, PLLC
● ClosedAnthony Papa CPA, PLLC is a dedicated accounting and finance institution located at 3200 US Highway 27 South in Sebring, Florida, United States. Our team provides prompt, knowledgeable, and courteous CPA services for businesses and individuals. We go the extra mile to give our clients the attention they deserve, ensuring timely and professional service. Our services include bookkeeping solutions using the latest automated and time-saving strategies, as well as tax planning and tax-saving strategies that consider both short-term and long-term financial positions. We are certified in QuickBooks Online, Desktop, Payroll, Point-of-Sale, and Enterprise, offering comprehensive expertise in a variety of accounting software.
3200 US Hwy 27 S Unit 306, Sebring, FL 33870, United States -
Adamchak, Bordes & Associates Wealth Management
● ClosedAdamchak, Bordes & Associates Wealth Management is a finance institution located at 1401 Manatee Avenue West in Bradenton, Florida, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service based on trust and personalized care. As proud recipients of recognition from financial industry publications and Bank of America Corporation, we are committed to setting the standard for wealth management. Our advisors have been recognized by Forbes as "Best-in-State Wealth Management Teams" in 2024, and as "Best-in-State Wealth Advisors" in 2023 and 2022. Supported by the global resources of Merrill, our team offers individualized recommendations to address complex financial issues facing our clients. We believe in building strong client relationships by understanding their investment personality, financial goals, and life priorities. Our approach is goals-based, focusing on family, health, leisure, home, work, and finances.
1401 Manatee Ave W floor 7, Bradenton, FL 34205, United States -
Jerry Reimer - Thrivent
● ClosedJerry Reimer - Thrivent is a finance institution located at 945 Tidewater Shores Loop in Bradenton, Florida, United States. Licensing for the institution can be obtained through the State Insurance Department’s website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
945 Tidewater Shores Loop, Bradenton, FL 34208, United States -
Jeffrey D Polivchak Insurance
● OpenJeffrey D Polivchak Insurance is an Independent Insurance Agency located at 3014 Manatee Avenue West, Bradenton, Florida. We provide a variety of insurance services to clients in the Sarasota Florida area. Our dedicated team is committed to addressing all of your insurance needs, offering Personal Insurance coverages such as Auto Insurance, Homeowners Insurance, Boat & Watercraft, Flood Insurance, and Condo Insurance. Additionally, we specialize in Business Insurance, offering coverages such as Business Owners Policy (BOP), General Liability, Workers Compensation, Bonds, and Builders Risk. Contact us today to save money on your insurance and let us help you cut your insurance costs in Florida.
3014 Manatee Ave W, Bradenton, FL 34205, United States -
Christopher Smith Leonard
● ClosedChristopher Smith Leonard is a reputable institution located at 1001 3rd Avenue West in Bradenton, Florida, United States. Specializing in accounting and finance, our team of experienced CPAs at CS&L CPAs Audit Team is dedicated to handling audits throughout the state of Florida. We understand the importance of accurate financial reporting for organizations of all sizes, and we provide innovative tax planning, compliance, and reporting solutions to help businesses make strategic decisions. In addition to our audit services, our Management Consultants at CS&L CPAs can help organizations identify opportunities for growth, improve operational performance, and make well-timed moves for long-term success. Our benefit team has extensive experience in retirement programs and can help organizations review and optimize their retirement plans.
1001 3rd Ave W #700, Bradenton, FL 34205, United States -
Robert M Shindler, CPA P.A.
● ClosedRobert M Shindler, CPA P.A. is a trusted accounting and finance institution located at 2429 Manatee Avenue East in Bradenton, Florida. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of professionals is dedicated to helping individuals and businesses achieve their financial goals with personalized solutions tailored to their specific needs. Whether you are looking for assistance with tax filings or need help with financial planning, Robert M Shindler, CPA P.A. is here to help. Contact them today to schedule a consultation and take the first step towards financial success.
2429 Manatee Ave E UNIT 3, Bradenton, FL 34208, United States -
Wagner Realty
● ClosedWagner Realty is a multifaceted institution located at 3639 Cortez Road West in Bradenton, Florida. Specializing in finance, real estate, and travel services, Wagner Realty offers a comprehensive range of offerings to meet the diverse needs of its clients. Whether you are looking to buy or sell a property, secure a loan, or plan your next vacation, Wagner Realty's team of experienced professionals is dedicated to providing top-notch service and personalized solutions. With a prime location in the heart of Bradenton, Wagner Realty is a trusted partner for all your financial, real estate, and travel needs.
3639 Cortez Rd W #200, Bradenton, FL 34210, United States -
Truist
● ClosedTruist is a financial institution located at 5714 14th Street West in Bradenton, Florida, United States. We offer a range of services including banking products and services, loans, deposit accounts, trust and investment management services, securities, insurance, and mortgage products. Our affiliates, including Truist Bank, Truist Investment Services, and McGriff Insurance Services, provide a comprehensive suite of financial solutions. Customers can also explore options for credit cards and loans, as well as access resources for Limited English Proficiency individuals. Our team of Truist Advisors are available to assist with financial planning and wealth management. Visit us today to see how we can help you achieve your financial goals.
5714 14th St W, Bradenton, FL 34207, United States -
Fitness Center
● OpenWelcome to Fitness Center - Your Path to Wellness in Bradenton Located in the heart of downtown Bradenton at 1012B Manatee Avenue West, our Fitness Center is more than just a gym; it's a comprehensive health and wellness hub designed to leave you feeling energized and balanced. Our mission is to support your journey towards optimal health by focusing on both physical fitness and mental well-being.
1012B Manatee Avenue West, Bradenton, Florida 34205, United States -
Proctor Elder Law
● ClosedWelcome to Proctor Elder Law, your trusted legal partner in Bradenton, Florida. Conveniently located at 3639 Cortez Road West, we specialize in providing compassionate and comprehensive legal services tailored to meet the unique needs of seniors and their families. Our experienced attorneys are dedicated to guiding you through the complexities of elder law, including estate planning, Medicaid planning, guardianship, and probate administration. At Proctor Elder Law, we prioritize your peace of mind and financial security, ensuring that your future is well-protected. Visit us today to discover how we can assist you in planning for a secure and fulfilling future.
3639 Cortez Road West, Bradenton, Florida 34210, United States -
James Johnson Elder Law
● ClosedWelcome to James Johnson Elder Law Located at 410 43rd Street West, Bradenton, Florida, James Johnson Elder Law is dedicated to providing compassionate and comprehensive legal representation in the areas of elder law, estate planning, and guardianship. As an esteemed attorney with Greene Hamrick Schermer & Johnson, P.A., James E. Johnson II brings extensive experience and board certification by the Florida Bar as a specialist in Elder Law to serve clients in the Bradenton and Sarasota areas.
410 43rd Street West, Bradenton, Florida 34209, United States -
Goldman Babboni Fernandez Murphy & Walsh
● OpenWelcome to Goldman Babboni Fernandez Murphy & Walsh, your trusted personal injury law firm located at 8359 Beacon Boulevard, Fort Myers, Florida. Our experienced team of attorneys is dedicated to representing victims of negligence and securing the justice and compensation they deserve. With decades of experience, we specialize in handling complex cases involving wrongful death, major injuries, and motorcycle accidents. Our firm is renowned for achieving one of the three largest settlements in motorcycle accident cases in Florida, emphasizing our commitment to fighting for the rights of injured motorcyclists. We understand the serious nature of these cases, often involving traumatic brain injuries and multiple fractures, and we are prepared to tackle the intricate challenges they present.
8359 Beacon Boulevard, Fort Myers, Florida 33907, United States -
Fifth Third Securities - Joseph Westendorf
● ClosedWelcome to Fifth Third Securities - Joseph Westendorf, your trusted partner in financial planning and investment management located in the heart of Bradenton, Florida. Situated at 6550 Cortez Road West, our office is dedicated to providing personalized financial solutions tailored to meet your unique goals and aspirations. As a leading provider of financial services, we specialize in comprehensive investment strategies, retirement planning, and wealth management. Our experienced team, led by Joseph Westendorf, is committed to delivering exceptional service and expert guidance to help you navigate the complexities of the financial world. Whether you're planning for retirement, seeking to grow your investments, or looking to secure your financial future, Fifth Third Securities is here to support you every step of the way. Visit us today to discover how we can help you achieve financial success and peace of mind.
6550 Cortez Road West, Bradenton, Florida 34210, United States -
Lucas Group Insurance
● OpenWelcome to Lucas Group Insurance, your trusted partner for comprehensive insurance solutions in Bradenton, Florida. Conveniently located at 2902 59th Street West, our agency is dedicated to providing personalized service and tailored insurance plans to meet the unique needs of individuals, families, and businesses in our community. At Lucas Group Insurance, we pride ourselves on our commitment to excellence and our deep understanding of the insurance landscape. Our experienced team is here to guide you through the complexities of insurance, offering a wide range of products including home, auto, life, health, and commercial insurance. We work with top-rated insurance providers to ensure you receive the best coverage at competitive rates.
2902 59th Street West, Bradenton, Florida 34209, United States -
BMO Bank N.A Branches
● ClosedWelcome to BMO Bank N.A. Branches, conveniently located at 4502 Cortez Road West, Bradenton, Florida 34210. We are proud to serve our community with a comprehensive range of financial services tailored to meet the needs of both personal and commercial customers. As a full-service branch, we offer a variety of banking services including everyday banking, investment opportunities, and lending products designed to help you achieve your financial goals. At BMO Bank N.A., we prioritize the security and privacy of our customers. As a Member FDIC, we ensure that all banking products and services are subject to bank and credit approval. In compliance with federal law, including the USA Patriot Act, we are committed to helping combat terrorism and money laundering activities by verifying the identity of every individual and entity that opens an account with us.
4502 Cortez Road West, Bradenton, Florida 34210, United States -
Insureitman
● ClosedWelcome to INSUREITMAN, your trusted independent insurance agency located at 3639 Cortez Road West, Bradenton, Florida. We specialize in providing comprehensive insurance solutions for both individuals and businesses throughout West Florida. Our mission is to simplify the often complex world of insurance, offering personalized guidance and expert advice to ensure you have the right protection for every aspect of your life. At INSUREITMAN, we understand that finding the right coverage can be daunting, with various options, premiums, and rates to consider. That's why our experienced team is dedicated to breaking down the complexities and explaining policies in clear, understandable terms. Whether you're seeking coverage for your home, auto, health, or business, we are here to help you make informed decisions that align with your specific needs and goals.
3639 Cortez Road West, Bradenton, Florida 34210, United States -
Solutions Trust Adm Inc
● OpenWelcome to Solutions Trust Adm Inc, your trusted partner in financial services located in the heart of Bradenton, Florida. At Solutions Trust Adm Inc, we are dedicated to providing comprehensive banking and financial solutions tailored to meet the needs of our diverse clientele. Whether you're looking for reliable ATM services, expert banking advice, or innovative financial management solutions, our team of experienced professionals is here to assist you every step of the way. Conveniently situated in Bradenton, Florida 34205, Solutions Trust Adm Inc is committed to delivering exceptional service with a personal touch. Our mission is to empower individuals and businesses to achieve their financial goals by offering a wide range of services including secure ATM transactions, personalized banking solutions, and strategic financial planning.
Bradenton, Florida 34205, United States -
First Horizon Bank
● ClosedWelcome to First Horizon Bank, your trusted partner in financial services conveniently located at 5844 14th Street West, Bradenton, Florida. As a leading provider in banking and financial solutions, we are committed to helping you achieve your financial goals with ease and convenience. Our branch offers a comprehensive range of services including personal and business banking, loans, mortgages, and investment guidance tailored to meet your unique needs. Whether you are looking to manage your daily finances, plan for the future, or grow your business, our team of experienced professionals is here to assist you every step of the way. Our state-of-the-art ATM services ensure you have access to your funds whenever you need them, providing both security and convenience.
5844 14th Street West, Bradenton, Florida 34207, United States -
First Southern Bank
● ClosedWelcome to First Southern Bank, your trusted community bank located at 1825 Manatee Avenue West, Bradenton, Florida 34205. Serving the vibrant communities of Florida and Georgia, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. At First Southern Bank, we offer a comprehensive range of banking services, including a variety of checking accounts designed for ease and convenience. Whether you're a sole proprietor, a corporation, or a non-profit organization, our Business Solutions are crafted with you in mind. Additionally, our Credit Card Solutions for both personal and business use come with the added benefit of UChoose Rewards, making your financial journey even more rewarding.
1825 Manatee Avenue West, Bradenton, Florida 34205, United States -
Dick, Johnson & Jefferson Insurance
● OpenWelcome to Dick, Johnson & Jefferson Insurance, your trusted partner in safeguarding what matters most. Conveniently located at 1429 60th Avenue West, Bradenton, Florida, we are a dedicated insurance agency committed to providing personalized and comprehensive insurance solutions for our community. At Dick, Johnson & Jefferson Insurance, we understand that each client has unique needs, and our team of experienced professionals is here to tailor insurance plans that fit your lifestyle and budget. Whether you are looking for auto, home, life, or business insurance, we have a wide range of options to ensure you and your assets are well-protected.
1429 60th Avenue West, Bradenton, Florida 34207, United States -
Moore Fowinkle & Schroer: Anderson Lori
● ClosedWelcome to Moore Fowinkle & Schroer: Anderson Lori, your trusted insurance agency located at 120 53rd Avenue West, Bradenton, Florida. We are dedicated to providing personalized insurance solutions to meet the unique needs of our clients in the Bradenton community and beyond. Our experienced team of professionals is committed to delivering exceptional service and expert guidance to help you protect what matters most. At Moore Fowinkle & Schroer: Anderson Lori, we offer a comprehensive range of insurance products, including auto, home, life, and business insurance. Whether you are seeking coverage for your family, assets, or business, we work closely with you to understand your specific needs and tailor insurance plans that offer peace of mind and financial security.
120 53rd Avenue West, Bradenton, Florida 34207, United States -
Hernden, Trapp, Westfall & Gardner, LLC
● ClosedWelcome to Hernden, Trapp, Westfall & Gardner, LLC, your trusted partner in accounting and finance. Conveniently located at 4702 26th Street West, Bradenton, Florida, we proudly serve individuals and businesses in our community with expert financial services tailored to meet your unique needs. At Hernden, Trapp, Westfall & Gardner, LLC, we understand that managing finances can be complex and time-consuming. That's why our team of experienced professionals is dedicated to providing comprehensive accounting solutions designed to simplify your financial life. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are here to help you navigate every financial challenge with confidence and ease.
4702 26th Street West, Bradenton, Florida 34207, United States -
fktaxservices
● ClosedWelcome to FK Tax Services, your trusted partner in accounting and finance, conveniently located at 2303 14th Street West, Bradenton, Florida. Our dedicated team of professionals is committed to providing you with comprehensive financial solutions tailored to meet your unique needs. Whether you're an individual seeking tax preparation assistance or a business in need of detailed accounting services, we are here to ensure your financial success. At FK Tax Services, we pride ourselves on delivering personalized and reliable services, including tax planning, bookkeeping, payroll management, and financial consulting. Our experts stay updated with the latest tax laws and financial regulations to provide you with accurate and timely advice. We understand the complexities of financial management and are dedicated to simplifying the process for you, allowing you to focus on what truly matters.
2303 14th Street West, Bradenton, Florida 34205, United States -
Williams Solid Solutions LLC
● ClosedWelcome to Williams Solid Solutions LLC, your trusted partner in accounting and finance located in the heart of Bradenton, Florida. Situated at 1201 6th Avenue West, we are dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is committed to delivering accurate, reliable, and timely solutions that help you achieve your financial goals. At Williams Solid Solutions LLC, we offer a comprehensive range of services including bookkeeping, tax preparation, financial planning, and business consulting. We pride ourselves on our personalized approach, ensuring that each client receives the attention and expertise they deserve. Whether you're a small business owner seeking strategic financial guidance or an individual looking for expert tax advice, we are here to support you every step of the way.
1201 6th Avenue West, Bradenton, Florida 34205, United States -
KLR
● ClosedWelcome to KLR, your trusted partner in accounting and finance, conveniently located at 1201 6th Avenue West, Bradenton, Florida. At KLR, we offer a comprehensive suite of financial and management assurance services designed to help your business reach its full potential. Our expertise spans traditional financial due diligence, complex transaction finance, and the implementation of robust policies and infrastructure to safeguard against cyber threats. Understanding the tax implications of every business and investment decision is crucial. That's why we provide tailored tax strategies for individuals and families, focusing on income, estate, and gift tax planning. Our valuation and litigation professionals are nationally accredited and highly trained, ensuring top-notch service in these specialized areas.
1201 6th Avenue West, Bradenton, Florida 34205, United States
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