Estate planning for special needs in Sarasota, Florida
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Provenance Wealth Advisors
● ClosedProvenance Wealth Advisors, located at 1605 Main Street in Sarasota, Florida, is a finance institution dedicated to providing comprehensive financial planning services. Their team of advisors believes in protecting your family, preserving your assets, and giving you the financial confidence you need to achieve your goals. They specialize in estate planning, investment planning, retirement planning, and business exit strategies. With a focus on education and hands-on management, they help clients navigate complex financial and risk environments. Provenance Wealth Advisors takes an entrepreneurial approach to problem-solving and building deep relationships with their clients. Securities are offered through PWA Securities, LLC, and investment advisory services are offered through Provenance Wealth Advisors, LLC. Both are registered with the SEC and use Raymond James & Associates, Inc. for clearing and custody services. Trust Provenance Wealth Advisors to be your trusted advisor and path-clearer to your financial goals.
1605 Main St #905, Sarasota, FL 34236, United States -
CPA Consultants PA
● OpenCPA Consultants PA, located at 240 South Pineapple Avenue in Sarasota, Florida, is a trusted institution specializing in accounting and finance services. With expertise in handling complex tax issues, including S elections and dual citizenship tax filings, our team is dedicated to providing personalized solutions for both businesses and individuals. From preparing various tax forms for international clients to offering advice on estate planning and financial statements, we are committed to helping our clients achieve their financial goals. Whether you need assistance with state tax returns, accounting software systems, or business transactions, our experienced professionals are here to help. Contact us today for a consultation and let us assist you in navigating the complexities of financial management.
240 S Pineapple Ave # 710, Sarasota, FL 34236, United States -
Michael Calamaras - Northwestern Mutual
● ClosedMichael 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.
2601 Cattlemen Rd #201, Sarasota, FL 34232, United States -
Siegel Law Firm
● ClosedSiegel Law Firm is a reputable legal institution located at 3205 Southgate Circle in Sarasota, Florida. Specializing in a wide range of legal services, the firm is dedicated to providing high-quality representation and personalized attention to each client. With a team of experienced and knowledgeable attorneys, Siegel Law Firm is committed to achieving the best possible outcomes for their clients. Whether you are in need of assistance with estate planning, real estate transactions, or business law matters, Siegel Law Firm is here to help. Contact them today to schedule a consultation and discuss your legal needs.
3205 Southgate Cir Suite 4, Sarasota, FL 34239, United States -
Wealth Law Group
● OpenWealth Law Group is a renowned legal institution located at 1348 Fruitville Road in Sarasota, Florida, United States. Specializing in wealth management and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to help clients protect and grow their assets. Whether you need assistance with creating a comprehensive estate plan, navigating complex tax laws, or managing your investments, Wealth Law Group is here to guide you every step of the way. Trust us to help you secure a prosperous financial future for you and your loved ones.
1348 Fruitville Rd STE 202, Sarasota, FL 34236, United States -
Wickman Law Group PLCC
● ClosedWickman Law Group PLCC is a renowned legal institution located at 46 North Washington Boulevard in Sarasota, Florida, United States. Specializing in a wide range of legal services, including personal injury, family law, estate planning, and business law, the firm is dedicated to providing top-notch legal representation to clients in Sarasota and beyond. With a team of experienced attorneys who are committed to achieving the best possible outcomes for their clients, Wickman Law Group PLCC is a trusted and respected name in the legal community. Whether you are in need of legal advice, representation in court, or assistance with legal documents, you can rely on Wickman Law Group PLCC to provide you with the expert guidance and support you need.
46 N Washington Blvd STE 15, Sarasota, FL 34236, United States -
SUZUKI LAW GROUP, PL
● ClosedSuzuki Law Group, PL is a reputable law firm located at 3232 Southgate Circle in Sarasota, Florida, United States. Specializing in a wide range of legal services, including personal injury, family law, estate planning, and business law, our experienced team of attorneys is dedicated to providing top-notch legal representation and guidance to our clients. With a commitment to excellence and a track record of success, Suzuki Law Group, PL is the go-to firm for all your legal needs in Sarasota and beyond.
3232 Southgate Cir, Sarasota, FL 34239, United States -
Simpler Law LLC
● OpenSimpler Law LLC is a legal institution located at 46 North Washington Boulevard in Sarasota, Florida. Our team of experienced attorneys specializes in providing straightforward and efficient legal solutions to our clients. Whether you need assistance with estate planning, real estate transactions, or business law matters, we are here to help. We pride ourselves on our commitment to simplifying the legal process for our clients, making it easier for them to understand and navigate. Contact Simpler Law LLC today for all your legal needs.
46 N Washington Blvd Suite 25, Sarasota, FL 34236, United States -
Lynda Martinsen - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLynda Martinsen is a Financial Advisor at Ameriprise Financial Services, LLC located at 3554 Recurve Circle, Sarasota, Florida, United States. Lynda holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lynda's expertise in asset management, estate planning, retirement planning, investment management, and more. With a commitment to ethical practices and continuous education, Lynda provides comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Lynda Martinsen for expert financial guidance tailored to your specific needs.
3554 Recurve Cir, Sarasota, FL 34240, United States -
Renee Martone-Cecil - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRenee Martone-Cecil is a financial advisor at Ameriprise Financial Services, LLC located at 7321 Merchant Court, Sarasota, Florida, United States. Renee has various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Renee specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest ethical standards and staying informed on the latest investment strategies and opportunities. Contact Renee Martone-Cecil at Ameriprise Financial Services for expert advice on asset management, retirement planning, estate planning, and more.
7321 Merchant Ct # A, Sarasota, FL 34240, United States -
Scott Brad Conti - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott Brad Conti is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Scott Brad Conti holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate Scott Brad Conti's expertise in various areas of finance, including asset management, retirement planning, estate planning, and investment management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Scott Brad Conti can provide you with comprehensive financial advice tailored to your specific needs. Contact Scott Brad Conti at Ameriprise Financial Services, LLC for professional and personalized financial guidance.
6151 Lake Osprey Dr #343, Sarasota, FL 34240, United States -
Chris Erbeck - Ameriprise Financial Services, LLC
● ClosedChris Erbeck - Ameriprise Financial Services, LLC is a finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. The institution offers a range of financial services and expertise, with professionals holding various certifications and designations to provide specialized knowledge in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Some of the certifications held by professionals at Chris Erbeck - Ameriprise Financial Services, LLC include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®.
126 S Osprey Ave, Sarasota, FL 34236, United States -
Josh McCoy - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJosh McCoy is a Financial Advisor at Ameriprise Financial Services, LLC located at 1819 Main Street in Sarasota, Florida, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, Josh McCoy specializes in asset management, estate planning, retirement planning, investment strategies, and insurance products. As a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, Josh McCoy is dedicated to providing clients with expert financial advice and guidance. Whether you are a retiree, small business owner, or high net worth individual, Josh McCoy can help you navigate the complex world of finance and investments. Contact Josh McCoy today for all your financial planning needs.
1819 Main St #1002, Sarasota, FL 34236, United States -
Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWinston Hegener - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1819 Main Street, Sarasota, Florida, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution provides comprehensive training and education in various financial planning and investment strategies to best serve the needs of individuals, retirees, small business owners, high net worth clients, and seniors planning for retirement. Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC is committed to providing expert advice and guidance in the field of financial planning and asset management.
1819 Main St #1002, Sarasota, FL 34236, United States -
Patrick Cummings - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenPatrick Cummings - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1819 Main Street, Sarasota, Florida, United States. Patrick Cummings holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Patrick specializes in providing comprehensive financial planning services, asset management, estate planning, retirement planning, and investment strategies for individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethical practices and ongoing education, Patrick is dedicated to helping clients achieve their financial goals and secure their financial future.
1819 Main St Ste 1002, Sarasota, FL 34236, United States -
Lido Islander
● OpenThe 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.
528 S Polk Dr, Sarasota, FL 34236, United States -
Abshire Michael CPA
● OpenAbshire Michael CPA is a reputable accounting and finance institution located at 5560 Bee Ridge Road in Sarasota, Florida, United States. Specializing in providing expert financial services, including tax preparation, auditing, and consulting, Abshire Michael CPA is dedicated to helping individuals and businesses manage their financial affairs effectively. With a team of experienced and qualified professionals, clients can trust in the institution's expertise and commitment to delivering top-notch accounting solutions. Whether you need help with tax planning or financial analysis, Abshire Michael CPA is the go-to destination for all your accounting and finance needs.
5560 Bee Ridge Rd # 1, Sarasota, FL 34233, United States -
Crescent Beach 4 Rent
● ClosedCrescent Beach 4 Rent is a reputable real estate and travel agency located at 6512 Midnight Pass Road in Sarasota, Florida. We specialize in providing luxurious beachfront rental properties for vacationers looking to experience the beauty of the Gulf Coast. Our team of experienced agents are dedicated to helping clients find the perfect rental property to suit their needs and create unforgettable memories. Whether you're looking for a cozy beach cottage or a spacious waterfront villa, Crescent Beach 4 Rent has a wide selection of properties to choose from. Contact us today to start planning your dream beach getaway in Sarasota!
6512 Midnight Pass Rd, Sarasota, FL 34242, United States -
Sienna Jewel Rentals
● OpenSienna Jewel Rentals is a premier real estate and travel agency located at 3441 Clark Road in Sarasota, Florida. Our agency specializes in providing luxurious vacation rentals and long-term property leases in the beautiful Sarasota area. Whether you are looking for a beachfront villa, a cozy condo, or a spacious family home, our experienced team is dedicated to helping you find the perfect property to suit your needs. With a wide variety of options to choose from, Sienna Jewel Rentals is your go-to destination for a memorable and comfortable stay in Sarasota. Contact us today to start planning your dream vacation or to secure your ideal rental property.
3441 Clark Rd #8405, Sarasota, FL 34231, United States -
Proper.
● ClosedProper is a premier institution located at 1517 State Street in Sarasota, Florida, specializing in luxury home maintenance, service, and repair. Our team of experts handles all aspects of your home needs, from repair issues to hurricane preparation, remodeling projects, and emergency repairs. With Proper, you can rest assured that your home is in good hands. Our private network offers a one-stop solution for all your home needs, including finding quality service providers, managing work, keeping track of bills, and obtaining last-minute providers. By joining our elite network, you can transform your home into a worry-free oasis, knowing that Proper will handle everything for you.
1517 State St, Sarasota, FL 34236, United States -
Rez Rentals Llc
● ClosedRez Rentals LLC is a premier real estate and travel agency located at 1960 Stickney Point Road in Sarasota, Florida. Specializing in vacation rentals and property management, we offer a wide range of accommodations to suit every traveler's needs. Our team of experienced agents is dedicated to providing exceptional customer service and helping clients find the perfect rental property for their stay in the beautiful Sarasota area. Whether you're looking for a beachfront condo, a cozy cottage, or a luxury villa, Rez Rentals LLC has you covered. Contact us today to start planning your dream vacation!
1960 Stickney Point Rd, Sarasota, FL 34231, United States -
Bits of Paradise Ranch
● OpenWelcome to Bits of Paradise Ranch, a unique institution located at 8200 Ibis Street in Sarasota, Florida, United States. As a real estate and travel agency, we specialize in providing our clients with the opportunity to find their own slice of paradise in the beautiful Sunshine State. At Bits of Paradise Ranch, we offer a wide range of real estate options, from stunning beachfront properties to sprawling ranches and everything in between. Our experienced team of agents is dedicated to helping you find the perfect property to suit your needs and preferences.
8200 Ibis St, Sarasota, FL 34241, 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 -
Clean Recovery Centers
● OpenWelcome to Clean Recovery Centers, Sarasota's premier destination for compassionate and comprehensive addiction and mental health treatment. Located at 6000 Deacon Pl, Sarasota, FL 34238, our center is committed to transforming lives through a unique, three-phase approach to substance use disorder treatment. We offer a warm, welcoming environment that challenges the traditional stigmas associated with drug rehab facilities. At Clean Recovery Centers, we understand that recovery is a personal journey. That's why we provide customized treatment plans for various substance use disorders, including heroin, cocaine, methamphetamine, fentanyl, benzodiazepines, and alcohol. Our dedicated team supports you every step of the way, ensuring a safe and nurturing environment to facilitate your recovery journey.
6000 Deacon Pl, Sarasota, FL 34238, United States -
Truist
● ClosedWelcome to Truist, your trusted partner for comprehensive financial solutions located at 5035 Ocean Boulevard, Sarasota, Florida. As a leading provider in banking, finance, and insurance services, we are committed to helping you achieve your financial goals with ease and confidence. At Truist, you can explore a wide range of services tailored to your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, our team is here to guide you every step of the way. Our offerings include banking products and services from Truist Bank, a member of the FDIC, and specialized trust and investment management services through Truist Delaware Trust Company.
5035 Ocean Boulevard, Sarasota, Florida 34242, United States -
The Kohan Group at RE/MAX Metro
● ClosedWelcome to The Kohan Group at RE/MAX Metro, your premier real estate agency located at 153 107th Avenue, Treasure Island, Florida. Nestled in the heart of the Tampa Bay area, we specialize in helping you find your dream home amidst the stunning locales of Treasure Island and beyond. Whether you're searching for a luxury waterfront property, a cozy beach bungalow, or a family-friendly home, our extensive listings cater to a diverse range of needs and budgets. Our team of experienced real estate professionals is dedicated to providing personalized service, ensuring your home-buying experience is seamless and enjoyable. With an intimate knowledge of the local market, we offer expert guidance on properties in Seminole, Clearwater, St. Petersburg, and other vibrant communities throughout Pinellas and Hillsborough counties.
153 107th Avenue, Treasure Island, Florida 33706, United States -
Brad Pearson, Realtor
● ClosedWelcome to Brad Pearson, Realtor – Your Trusted Real Estate Partner in Bradenton, Florida! Located at 7411 Manatee Avenue West, Bradenton, Florida, Brad Pearson, Realtor is your go-to real estate agency for all your buying and selling needs in Manatee County. As a proud native of Bradenton, Brad Pearson brings a wealth of local knowledge and over two decades of real estate expertise to every transaction. Since obtaining his real estate license in June 2001, Brad has specialized in all phases of real estate, providing dedicated service to both buyers and sellers.
7411 Manatee Avenue West, Bradenton, Florida 34209, United States -
SRQ Coastal Living
● ClosedWelcome to SRQ Coastal Living, your premier real estate agency nestled in the heart of Sarasota, Florida, at 5145 Ocean Boulevard. We specialize in delivering exceptional real estate opportunities on the breathtaking Siesta Key, offering you a chance to own a piece of paradise. Our team is dedicated to guiding you through the vibrant Sarasota real estate market, ensuring that your dream of coastal living becomes a reality. Explore the best waterfront value on Siesta Key with our exclusive listings. Whether you're looking for a diamond in the rough that allows you to add your personal touch, or a luxurious penthouse with panoramic Gulf views, we have something for every discerning buyer. Our properties boast features such as deep boating water access, private docks, and spacious living areas designed for comfort and style.
5145 Ocean Boulevard, Sarasota, Florida 34242, United States
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