Expert in financial planning in Sarasota, FL
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Sterling Tax Accountant - CPA Firm Sarasota FL ( Bookkeeping, Accounting, Tax Preparation & CFO Services )
● OpenSterling 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.
7142 S Beneva Rd, Sarasota, FL 34238, United States -
professional services for accounting & taxes, llc - sarasota
● OpenProfessional Services for Accounting & Taxes, LLC in Sarasota is a top-notch institution specializing in accounting and finance services. Located at 4964 Fruitville Road in Sarasota, Florida, this firm offers expert guidance and support for individuals and businesses seeking assistance with their financial needs. With a team of experienced professionals, clients can expect personalized solutions tailored to their unique circumstances. Whether you need help with tax preparation, bookkeeping, or financial planning, Professional Services for Accounting & Taxes, LLC is here to help you achieve your financial goals.
4964 Fruitville Rd, Sarasota, FL 34232, United States -
Sarasota CPA Accounting Firm - Michael Jakusovas
● OpenSarasota CPA Accounting Firm - Michael Jakusovas is a reputable institution located at 2831 Ringling Boulevard in Sarasota, Florida, United States. With over 30 years of experience, Jakusovas & Company offers proactive accounting and tax services including bookkeeping, tax preparation, tax planning, financial statement audits, and small business consulting. As a full service Certified Public Accounting firm, they provide expert financial advice and support to individuals and businesses in the Sarasota area. Trust Jakusovas & Company for all your accounting and finance needs.
Jakusovas Michael F CPA, 2831 Ringling Blvd Suite D-114, Sarasota, FL 34237, United States -
Sarasota Tax Planning
● OpenSarasota 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.
1990 Main St, Sarasota, FL 34236, United States -
GTE Financial Credit Union
● OpenGTE Financial Credit Union is a trusted financial institution located at 3510 Fruitville Road in Sarasota, Florida, United States. As a credit union, they offer a wide range of financial services including banking, loans, insurance, and investment options. Whether you need an ATM for quick cash withdrawals or expert advice on managing your finances, GTE Financial Credit Union is here to help you achieve your financial goals. Visit them today to experience personalized service and competitive rates.
3510 Fruitville Rd, Sarasota, FL 34237, United States -
Pamela Kerstetter - Prudential Financial
● OpenWelcome to Pamela Kerstetter - Prudential Financial, your trusted partner in finance and insurance solutions located in the heart of Sarasota, Florida. With a commitment to providing personalized financial guidance and comprehensive insurance services, we strive to help you achieve your financial goals and secure your future. Our expert team, led by Pamela Kerstetter, brings years of experience and a deep understanding of the financial landscape to offer tailored solutions that meet your unique needs. Whether you're planning for retirement, looking to protect your assets, or seeking investment opportunities, we offer a wide range of services including financial planning, life insurance, annuities, and investment management. At Pamela Kerstetter - Prudential Financial, we prioritize building long-term relationships with our clients, ensuring transparency, integrity, and excellence in all our interactions.
Sarasota, Florida 34232, United States -
Crypto Tax Man
● OpenCrypto 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.
2708 Butterfly Jasmine Trail, Sarasota, FL 34240, United States -
Investor Friendly CPA
● OpenInvestor 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.
4634 Country Manor Dr, Sarasota, FL 34233, United States -
Bankers Life
● OpenBankers 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.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Kitchner Benefits
● OpenKitchner Benefits is a well-established insurance agency located at 7020 Professional Parkway East in Sarasota, Florida, United States. Founded in 1975, we specialize in advising and providing employee benefit packages, life insurance, business overhead insurance, business valuations, and financial services for organizations of all sizes. Our services are tailored to meet the specific needs of your business. As top producers for major carriers in the health and ancillary market, we pride ourselves on finding solutions, not excuses. Kitchner Benefits offers benefit administration solutions to help ease your process and meet your goals. With our one-stop, one-shop approach, we can assist with employee benefits, HR processes, payroll, workers comp, life and business policies, compliance, and 401K planning.
7020 Professional Pkwy E #100, Sarasota, FL 34240, United States -
The Insurance Hub
● OpenThe Insurance Hub is a full-service insurance agency located at 5969 Cattlemen Lane in Sarasota, Florida. With over 10 years of experience, we are dedicated to educating our clients on how to protect their health, property, and future. Our primary goal is to help people and focus on ensuring that your investments are covered to boost your financial power in the future. We provide valuable tips, opinions, and trends in insurance through our blog to keep you informed. Whether you need assistance with Medicare, homeowners' insurance, or planning for retirement, our team of experts is here to guide you through each step. Founder Cesar Chacon has made generous donations to the community and is committed to giving back. Contact us today at (941) 706-1111 or visit our website at TheInsuranceHub.net to learn more about the carriers we represent and how we can help you protect what matters most.
5969 Cattlemen Ln, Sarasota, FL 34232, United States -
Mid-West Insurance Agency, LLC
● OpenMid-West Insurance Agency, LLC is a reputable health insurance agency located at 5483 Fruitville Road in Sarasota, Florida, United States. With a team of experienced professionals, we are dedicated to providing top-notch insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for individual health insurance or a group plan for your business, we are here to help you navigate the complexities of the insurance market and find the coverage that best suits your needs. Trust Mid-West Insurance Agency, LLC to safeguard your health and financial well-being.
5483 Fruitville Rd, Sarasota, FL 34232, United States -
Sarah Birkin, Bankers Life Agent
● OpenSarah Birkin, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. Specializing in life insurance and retirement planning, Sarah Birkin is dedicated to helping individuals and families secure their financial future. With a focus on personalized service and expert guidance, clients can trust Sarah Birkin to provide them with the best insurance solutions tailored to their specific needs. Whether you are looking for life insurance coverage or planning for retirement, Sarah Birkin, Bankers Life Agent is here to help you every step of the way.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
George Quarterman - State Farm Insurance Agent
● OpenWelcome to George Quarterman - State Farm Insurance Agent, located at 8130 Lakewood Main Street in Lakewood Ranch, Florida, United States. Our insurance agency proudly serves the Manatee / Sarasota Counties and surrounding areas, offering a wide range of insurance products including auto, home, renters, business, life, and more. In addition, we provide financial service products to assist with your banking and retirement planning needs. George Quarterman, a State Farm veteran with over 33 years of experience, recently completed the ChFC professional designation to provide expert guidance in business and personal wealth management. With a strong commitment to serving the insurance needs of the community, George and his team treat customers like family, forming lasting relationships through exceptional customer service and attention to detail.
8130 Lakewood Main St c206, Lakewood Ranch, FL 34202, United States -
Astrid Hurlbut, Bankers Life Agent
● OpenAstrid Hurlbut, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. Specializing in providing insurance solutions from Bankers Life, Astrid Hurlbut offers a range of services to help individuals and families protect their financial future. With a focus on personalized service and tailored insurance plans, clients can trust Astrid Hurlbut to provide expert guidance and support. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Astrid Hurlbut, Bankers Life Agent is dedicated to helping you find the right insurance coverage to meet your needs.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Jeffrey Marty, Bankers Life Agent
● OpenJeffrey Marty, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. As a dedicated Bankers Life Agent, Jeffrey Marty provides expert guidance and personalized insurance solutions to clients seeking financial security and peace of mind. With a focus on helping individuals and families protect their assets and plan for the future, Jeffrey Marty offers a range of insurance products and services tailored to meet the unique needs of each client. Whether you are looking for life insurance, long-term care coverage, or retirement planning assistance, Jeffrey Marty is committed to providing exceptional customer service and reliable insurance solutions. Contact Jeffrey Marty, Bankers Life Agent today to learn more about how he can help you secure your financial future.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Danielle Ely, Bankers Life Agent
● OpenDanielle 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.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Maureen Hazlett, Bankers Life Agent
● OpenMaureen Hazlett, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. Specializing in providing insurance services from Bankers Life, Maureen Hazlett offers a range of products to help individuals and families protect their financial future. With a focus on personalized service and expert advice, clients can trust Maureen Hazlett to help them find the right insurance solutions for their needs. Whether it's life insurance, retirement planning, long-term care, or Medicare supplement plans, Maureen Hazlett is dedicated to helping clients navigate the complex world of insurance with confidence and peace of mind.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Derek Ober - Northwestern Mutual
● OpenDerek Ober - Northwestern Mutual is a reputable finance and insurance agency located at 2601 Cattlemen Road in Sarasota, Florida, United States. With a strong commitment to helping clients achieve their financial goals and secure their future, Derek Ober and his team provide expert advice and personalized solutions in areas such as wealth management, retirement planning, and insurance services. Whether you are looking to grow your investments or protect your assets, Derek Ober - Northwestern Mutual is dedicated to providing top-notch financial guidance and support.
2601 Cattlemen Rd, Sarasota, FL 34232, United States -
Kevin Harrington, Bankers Life Agent
● OpenKevin Harrington, Bankers Life Agent is a reputable insurance agency located at 301 North Cattlemen Road in Sarasota, Florida. As a trusted agent representing Bankers Life, Kevin Harrington provides tailored insurance solutions to meet the unique needs of individuals and families. With a focus on customer service and personalized care, clients can expect expert guidance and support in navigating the complexities of insurance policies. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Kevin Harrington is dedicated to helping you secure your financial future. Visit the office in Sarasota to learn more about the insurance options available to you.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Gulf Coast Wealth Advisors: Jeff LaBelle
● OpenGulf Coast Wealth Advisors: Jeff LaBelle is a finance institution located at 2033 Main Street in Sarasota, Florida, United States. Specializing in wealth management and financial planning, our team led by Jeff LaBelle offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Gulf Coast Wealth Advisors is dedicated to helping individuals and families secure their financial future. Contact us today to learn more about our services and how we can assist you in managing your wealth.
2033 Main St SUITE 103, Sarasota, FL 34237, United States -
Beth Phillips, Bankers Life Agent
● OpenBeth Phillips, Bankers Life Agent is a reputable insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. Specializing in providing a range of insurance products and services, Beth Phillips is dedicated to helping clients protect their financial future. With a commitment to personalized service and expert guidance, this agency ensures that each client receives the best insurance solutions tailored to their individual needs. Whether you are looking for life insurance, health insurance, or retirement planning, Beth Phillips, Bankers Life Agent is here to help you secure your peace of mind.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Robert Kennedy, Bankers Life Agent
● OpenRobert Kennedy, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. As a representative of Bankers Life, Robert Kennedy offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Robert Kennedy strives to provide clients with the peace of mind that comes with having comprehensive insurance coverage. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other financial solutions, Robert Kennedy is dedicated to helping you find the right insurance products to meet your needs. Contact Robert Kennedy, Bankers Life Agent today to learn more about how they can help you secure your financial future.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Christa Gunter, Bankers Life Agent
● OpenChrista Gunter, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. As a representative of Bankers Life, Christa Gunter offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and expert advice, clients can trust Christa Gunter to provide tailored insurance solutions to meet their specific needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Christa Gunter, Bankers Life Agent is dedicated to helping you secure your financial well-being. Contact them today to learn more about how they can assist you in achieving your insurance goals.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Myesha Anderson, Bankers Life Agent
● OpenMyesha Anderson, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida. As a licensed agent with Bankers Life, Myesha is dedicated to helping individuals and families protect their financial futures through a range of insurance products and services. With a focus on personalized attention and expert guidance, Myesha Anderson is committed to providing the best possible insurance solutions for her clients. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Myesha Anderson, Bankers Life Agent is here to help you navigate the complexities of the insurance industry and find the right coverage for your needs.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Ana Miller, Bankers Life Agent
● OpenAna Miller, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. As a trusted representative of Bankers Life, Ana Miller provides a range of insurance products and services to help individuals and families protect their financial futures. With a focus on personalized service and tailored solutions, Ana Miller is dedicated to helping clients navigate the complexities of insurance and find the coverage that best suits their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Ana Miller, Bankers Life Agent is committed to providing expert guidance and support every step of the way.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
SRQ Signing
● OpenSRQ Signing is a finance institution located at 1680 Fruitville Road in Sarasota, Florida. Specializing in a wide range of financial services, SRQ Signing is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking to secure a loan, manage your investments, or plan for the future, SRQ Signing is committed to providing top-notch service and support. Visit them today to see how they can help you reach your financial objectives.
1680 Fruitville Rd Suite 329, Sarasota, FL 34236, United States -
Southeast Legal Services
● OpenSoutheast Legal Services is a reputable finance institution located at 8251 15th Street East in Sarasota, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, estate planning, or any other financial needs, Southeast Legal Services is here to help. Trust us to provide you with expert guidance and support to help you achieve your financial goals.
8251 15th St E unit j, Sarasota, FL 34243, United States -
Wills, Trusts, Probate & Elder Law Firm, PLLC
● OpenWills, Trusts, Probate & Elder Law Firm, PLLC is a reputable legal institution located at 6751 Professional Parkway West in Sarasota, Florida, United States. Specializing in estate planning, probate, and elder law, their team of experienced lawyers are dedicated to providing expert guidance and support to clients in need of legal advice and representation. Whether you are looking to create a will, establish a trust, navigate the probate process, or address elder law issues, this firm is committed to helping you protect your assets and secure your family's future. Trust in Wills, Trusts, Probate & Elder Law Firm, PLLC for all your estate planning needs.
6751 Professional Pkwy W #104, Sarasota, FL 34240, United States -
Law Office of Mary E. King, P.L.
● OpenThe Law Office of Mary E. King, P.L. is a trusted institution located at 3389 Magic Oak Lane in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, our team is dedicated to providing expert guidance and representation for our clients. With a focus on professionalism and client satisfaction, we strive to meet the unique needs of each individual we serve. Whether you are in need of tax assistance, financial planning, or legal representation, the Law Office of Mary E. King, P.L. is here to help. Contact us today to schedule a consultation and learn more about how we can assist you.
3389 Magic Oak Ln, Sarasota, FL 34232, United States
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