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TOP 30 Customized estate plans in Sarasota, FL
34 results found
Search for local businesses, places and services near you
Sarasota Health and Financial Services
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.
Entrusted Estates Pool Service
Entrusted Estates Pool Service is a trusted and reliable institution located at 4729 Parnell Drive in Sarasota, Florida. We specialize in providing top-notch pool cleaning and maintenance services for residential and commercial properties. Our team of experienced professionals is dedicated to keeping your pool in pristine condition, ensuring a clean and safe swimming environment for you and your family. With a commitment to excellence and customer satisfaction, Entrusted Estates Pool Service is the go-to choice for all your pool service needs in Sarasota and the surrounding areas. Contact us today to schedule an appointment and experience the difference our services can make for your pool.
PNC Financial Services Group
PNC Financial Services Group is a leading financial institution located at 1549 Ringling Boulevard in Sarasota, Florida, United States. As a provider of ATM and finance services, PNC offers a wide range of banking solutions to meet the needs of individuals and businesses. With a strong reputation for customer service and financial expertise, PNC is a trusted partner for all your financial needs.
Frank A Planes - Financial Advisor, Ameriprise Financial Services, LLC
Frank A Planes is a highly experienced financial advisor at Ameriprise Financial Services, LLC located in Sarasota, Florida. With a focus on providing personalized financial planning and investment strategies, Frank helps clients navigate the complexities of their financial goals. Whether clients are planning for retirement, saving for education, or building wealth, Frank offers comprehensive guidance and support. With a commitment to integrity and professionalism, Frank A Planes is dedicated to helping clients achieve financial success and security.
Bankers Life
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.
Danielle Ely, Bankers Life Agent
Danielle Ely, Bankers Life Agent is a reputable insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. As a Bankers Life Agent, Danielle Ely provides expert guidance and personalized insurance solutions to clients looking to protect their financial future. With a commitment to excellent customer service and a deep understanding of the insurance industry, Danielle Ely is dedicated to helping individuals and families find the right insurance coverage to meet their needs. Contact Danielle Ely, Bankers Life Agent today for a consultation and start securing your financial well-being.
Avery Burrel, Bankers Life Agent
Avery Burrel, Bankers Life Agent is a reputable insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. Specializing in providing top-notch insurance solutions, they offer a wide range of products and services to meet the needs of their clients. With a team of experienced and knowledgeable agents, Avery Burrel, Bankers Life Agent is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance, retirement planning, or long-term care coverage, they are committed to providing personalized solutions tailored to your specific needs. Visit Avery Burrel, Bankers Life Agent today to learn more about their services and how they can help you plan for the future.
New York Life Insurance Company - Nylife Securities LLC
New York Life Insurance Company - Nylife Securities LLC, located at 2639 Fruitville Road, Sarasota, Florida, United States, is a leading finance institution offering a wide range of permanent life insurance policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, college savings plans, and estate planning services. With a diverse and inclusive workplace, New York Life is committed to giving back to communities through charitable initiatives and volunteer efforts. As the largest mutual insurer in the U.S., they have a strong track record of financial stability and accountability, with top ratings from major agencies. Whether you're just starting to plan for your financial future or need help managing complex situations, New York Life's dedicated agents are there to guide you through the process and create customized solutions tailored to your needs. With a focus on social impact and community engagement, New York Life is dedicated to making the world a better place for all.
USA Notary
USA Notary is a finance institution located at 8199 South Tamiami Trail in Sarasota, Florida, United States. Our mobile notaries are dedicated to making your life easier by providing notary services anywhere in the country. We specialize in real estate transactions, estate planning, Power of Attorney, and various other documents that require special care. Request a quote for packages and special circumstances. Our team is your trusted partner for automotive document signings, ensuring secure and efficient contract handling beyond dealership premises. We work in harmony with Title and Escrow Officers to ensure seamless real estate closings. Additionally, we offer online meetings with attorneys for convenient legal discussions while signing important documents from the comfort of your home.
Suncoast Mobile Notary
Suncoast Mobile Notary, located at 8199 South Tamiami Trail in Sarasota, Florida, is a finance institution that offers mobile notary services across the United States. Specializing in real estate transactions, estate planning, Power of Attorney, and various other documents, our team of certified Notary Public Signing Agents ensures seamless and secure signings for out-of-state customers. We work closely with title and escrow officers to ensure smooth real estate closings and offer online meetings with attorneys for added convenience. Our unique service also brings auto dealership documents right to your doorstep, making purchasing a vehicle hassle-free. With a focus on customer service and document security, Suncoast Mobile Notary is a leader in the signing service industry, providing first-class service nationwide 24/7. Our mission is to make notarization more convenient and make your life easier.
DHR Law
DHR Law is a boutique real estate law firm located in Sarasota, Florida. Specializing in residential and commercial real estate transactions, construction, development, and litigation, DHR Law also handles a wide variety of business matters including corporate and LLC formations, estate planning, and probate. With a dedicated and experienced staff, DHR Law is committed to providing superior representation and unmatched customer service. Whether you are a general contractor, property owner, or business owner, DHR Law can assist you with all of your legal needs. Contact them at their address at 2639 Fruitville Rd., Suite 203, Sarasota, FL 34237 for expert legal counsel and guidance.
Graham Capital
Graham Capital is a finance institution located at 1991 Ringling Boulevard in Sarasota, Florida, United States. Our team at Graham Capital Advisors is dedicated to helping people reach their financial goals through personalized strategies and planning. We have a passionate and client-focused approach, drawing on our rich history to help clients pursue their retirement dreams. Our team of financial advisors, insurance professionals, estate planners, and attorneys work together to provide comprehensive recommendations tailored to each client's unique needs. We offer custom strategies to help clients reach their retirement goals with confidence. Stress-Free Retirement, a book by Patrick Kelly, provides valuable insights for retirees navigating today's investment landscape. Graham Capital Advisors is an independent estate planning and insurance agency, with investment advisory services offered by Graham Capital Wealth Management. We strive to educate and inform clients, empowering them to make sound financial decisions with the guidance of qualified professionals.
Ardor Wealth Managment
Ardor Wealth Management is a leading finance institution located at 1517 State Street in Sarasota, Florida, United States. With a team of experienced financial advisors, Ardor Wealth Management offers personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Ardor Wealth Management provides comprehensive financial solutions tailored to each client's unique needs. Trust Ardor Wealth Management to guide you towards a secure financial future.
Ryon Wealth Strategies
Ryon Wealth Strategies is a financial advisor located in Sarasota, Florida, offering services to help individuals plan for their financial future. The principal and founder of the institution holds various securities licenses and is accredited as an Investment Fiduciary. Securities are offered through LPL Financial, while investment advice is provided through Private Advisor Group. The institution is dedicated to helping clients achieve their retirement goals and offers a free guide on how to live the life you want in retirement. Visit Ryon Wealth Strategies at 8586 Potter Park Drive in Sarasota, Florida, across from the YMCA, to start planning for a secure financial future.
Main Street Financial Group
Main Street Financial Group is a trusted finance institution located at 1819 Main Street in Sarasota, Florida. We specialize in providing comprehensive financial planning and investment services to individuals, families, and businesses. Our experienced team of financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment management, estate planning, or insurance solutions, Main Street Financial Group is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 5919 Approach Road in Sarasota, Florida, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families plan for the future. Their team of experienced financial advisors work closely with clients to develop personalized financial plans that meet their unique needs and goals. Whether you are looking for life insurance, retirement planning, or investment strategies, Northwestern Mutual is committed to helping you achieve financial success.
Guardsman Wealth Management
Guardsman Wealth Management is a premier financial institution located at 1221 South Tamiami Trail in Sarasota, Florida, United States. Specializing in wealth management services, Guardsman provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Guardsman Wealth Management is dedicated to providing top-notch financial solutions and exceptional customer service. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, Guardsman Wealth Management is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Michael Calamaras - Northwestern Mutual
Michael Calamaras - Northwestern Mutual is a reputable financial institution located at 2601 Cattlemen Road in Sarasota, Florida, United States. Specializing in providing financial planning, investment strategies, and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients and help them secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
The Payne Law Group PLLC
The Payne Law Group PLLC, located at 766 Hudson Avenue in Sarasota, Florida, is a trusted legal institution that combines experience and knowledge to provide customized products and results in various areas of practice. With almost 50 years of experience as a personal trust company executive, the team at Payne Law Group understands both the technical and personal sides of estate planning. Attorney David Payne is highly recommended for his advanced technical knowledge, willingness to listen, and strong support team. The firm offers a comfortable and supportive environment for clients during the drafting and signing process, with paralegal Tarin Jernigan reflecting the same level of professionalism and care. Whether you are in need of estate planning, trust administration, or other legal services, the trustworthy and knowledgeable team at Payne Law Group is ready to assist you. Conveniently located in Sarasota, Florida, the firm is easily accessible from I-75 for clients in the surrounding areas.
Adamchak, Bordes & Associates Wealth Management
Adamchak, 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.
Curt Eskew, Financial Advisor - Eskew Financial Group
At Curt Eskew, Financial Advisor - Eskew Financial Group, located at 2639 Fruitville Road in Sarasota, Florida, our team is dedicated to helping clients navigate their financial journey. Founder Curt Eskew, who is also a pilot, draws parallels between flying a plane and financial planning, emphasizing the importance of having a solid plan in place to reach your goals safely and efficiently. With over 40 years of experience, our team can assist you no matter where you are on your financial path. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Curt Eskew offers insurance products and services in multiple states. Additionally, as a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Curt Eskew provides securities and advisory services to clients in select states.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 1943 Morrill Street in Sarasota, Florida, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Mariash Lowther Wealth Management - UBS Financial Services Inc.
Mariash Lowther Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located in Sarasota, Florida. With a prime location on Main Street, our team of experienced professionals is dedicated to providing top-notch wealth management services to our clients. Whether you are looking to invest, plan for retirement, or grow your assets, our team is here to help you achieve your financial goals. At Mariash Lowther Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Trust us to guide you towards a secure financial future.
Gulfside Wealth
Gulfside Wealth is a leading financial institution located at 333 North Orange Avenue in Sarasota, Florida, United States. We specialize in providing comprehensive wealth management services to individuals and businesses, helping our clients achieve their financial goals and secure their future. Our team of experienced financial advisors offers personalized investment strategies, retirement planning, estate planning, and more. At Gulfside Wealth, we are committed to providing top-notch financial solutions and exceptional customer service to our clients. Contact us today to learn how we can help you build and protect your wealth.
First Financial Group Inc
First Financial Group Inc is a finance institution located at 2389 Ringling Boulevard in Sarasota, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
The Schwartzbaum Urfer Group - Morgan Stanley
The Schwartzbaum Urfer Group at Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Specializing in wealth management, investment planning, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, we strive to provide comprehensive financial solutions tailored to each client's unique needs. Contact us today to learn how we can help you secure your financial future.
Lido Islander
The Lido Islander is a premier institution located at 528 South Polk Drive in Sarasota, Florida. As a multi-faceted establishment, it serves as a lodging facility, real estate agency, and travel agency all in one. Whether you are looking for a luxurious place to stay, seeking to invest in property on Lido Key, or planning your next vacation, the Lido Islander offers a one-stop solution for all your needs. With a prime location in the beautiful city of Sarasota, the Lido Islander provides top-notch services and accommodations to ensure a memorable experience for all guests and clients.
Rent The Keys
Rent The Keys is a lodging, real estate, and travel agency located at 3018 Gulf Drive in Holmes Beach, Florida. Start your vacation now by booking Florida Keys luxury vacation rentals through RentTheKeys.com. Discover the value and savings of staying in vacation rental homes or condominiums with amenities such as heated pools, gourmet kitchens, and custom-designed properties on the best beaches in the world. Explore the various keys on the Gulf Coast of Florida, including Siesta Key, Anna Maria Island, Lido Key, Longboat Key, and Casey Key. Experience island living on Anna Maria Island and Siesta Key with miles of white sandy shores and crystal-clear waters. RentTheKeys also offers Sarasota Florida Keys vacation rentals.
Ridge Manor Apartments
Ridge Manor Apartments is a premier real estate agency located at 3211 Bee Ridge Road in Sarasota, Florida. Our apartments offer spacious and modern living spaces in a convenient location. With a variety of floor plans to choose from, residents can enjoy amenities such as a swimming pool, fitness center, and on-site maintenance. Our professional staff is dedicated to providing exceptional customer service and ensuring a comfortable living experience for all residents. Experience luxury living at Ridge Manor Apartments in beautiful Sarasota, Florida.
Deep Creek by Maronda Homes
Deep Creek by Maronda Homes is a general contractor and real estate agency located at 1009 Rio De Janeiro Avenue in Punta Gorda, Florida, United States. This community offers affordable living in Southwest Florida's Gulf region, with a prime location near the historic Punta Gorda where the Peace River meets Charlotte Harbor. The community features newer homes, many of which are less than 15 years old, bordering greenbelts and freshwater lakes or canals. Residents of Deep Creek can enjoy quick access to I-75 for commuting to nearby cities like Sarasota, Fort Myers, and Venice. The community also offers natural attractions such as waterside shopping, the Harborwalk, and Fishermen's Village on Charlotte Harbor. For golf enthusiasts, the Deep Creek Golf Club is a semi-private course designed by Mark McCumber, surrounded by native Florida wildlife.
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