Financial growth in Sarasota, FL
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Sarasota Christian School
● ClosedSarasota Christian School is a prestigious educational institution located at 5415 Bahia Vista Street in Sarasota, Florida. As a school, it offers a comprehensive and faith-based academic program for students of all ages. The school prides itself on providing a nurturing and supportive environment where students can thrive both academically and spiritually. With a focus on excellence in education and character development, Sarasota Christian School prepares students to become responsible and successful members of society.
5415 Bahia Vista St, Sarasota, FL 34232, United States -
Sarasota Manatee Association for Riding Therapy
● ClosedThe Sarasota Manatee Association for Riding Therapy (SMART) is a non-profit organization located at 4640 County Road 675 in Bradenton, Florida, United States. At SMART, we believe in the healing power of horses and strive to empower lives through therapeutic horseback riding, carriage driving, and equine assisted activities. Our goal is to improve the quality of life for our SMART Riders and their families by creating an inclusive, respectful, and growth-oriented environment. Community involvement and financial support are crucial to the success of our program, and all donations made to SMART are tax deductible. Volunteers play a vital role in our organization, working together as a team to ensure the success of our program.
4640 Co Rd 675, Bradenton, FL 34211, United States -
Mariash Lowther Wealth Management - UBS Financial Services Inc.
● OpenMariash 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.
1819 Main St Suite 900, Sarasota, FL 34236, United States -
First Financial Group Inc
● OpenFirst 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.
2389 Ringling Blvd Suite B, Sarasota, FL 34237, United States -
Stearns Bank NA - Sarasota
● ClosedStearns Bank NA in Sarasota, located at 22 South Links Avenue in Florida, is a full-service financial institution offering a wide range of banking services including ATM access, business loans, and equipment financing. Whether you are a nonprofit organization looking to drive your mission forward or a business owner striving for growth and efficiency, Stearns Bank is here to help. With simple checking and savings accounts, as well as online and mobile banking options, you can enjoy the rewards you deserve while staying connected to your finances. Stearns Bank is committed to supporting local businesses and individuals, such as Halcyon Village, TimeWorn Wood, Hardbower Tree Service, Hewes Family Movers, and many more. By providing equipment financing solutions and personalized service, Stearns Bank helps these businesses thrive and succeed. Additionally, SmartStart Teen Banking empowers young individuals to take control of their finances and build a strong financial future.
22 S Links Ave Suite #100, Sarasota, FL 34236, 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 -
The Academy at Glengary
● ClosedThe Academy at Glengary, located at 1910 Glengary Street in Sarasota, Florida, is a health institution dedicated to providing a pathway to success, friendship, and careers for adults seeking to improve their mental health. As a member of the Academy, individuals have access to facilities in both Sarasota and Bradenton, with a focus on self-directed opportunities based on the 8 Dimensions of Wellness. These dimensions include intellectual, physical, financial, social, emotional, vocational, environmental, and spiritual well-being. Friendship, fulfillment, employment, and fun are all integral parts of the journey at The Academy. The institution is proud to be a founding network partner with Fountain House United, a nationwide network focused on advancing mental health support and recovery solutions. The Academy at Glengary holds a three-year accreditation with Clubhouse International, emphasizing its commitment to providing high-quality services to its members.
1910 Glengary St, Sarasota, FL 34231, United States -
New York Life Insurance Company - Nylife Securities LLC
● ClosedNew 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.
2639 Fruitville Rd Suite 204, Sarasota, FL 34237, United States -
Graham Capital
● ClosedGraham 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.
1991 Ringling Blvd, Sarasota, FL 34236, United States -
Walters & Associates CPAs
● ClosedWalters & Associates CPAs is a renowned accounting and finance institution located at 5266 Office Park Boulevard in Bradenton, Florida, United States. Our team specializes in personalized tax guidance and strategy to reinvent your business success. With a focus on maximizing audit ROI, we analyze financials, controls, and overall business performance effectively. Our expertise in aligning plans with strategy has resulted in over 500 successful financial projections submitted to AHCA without denials. At Walters & Associates CPAs, we pride ourselves on our 100% success rate in CAP Liability Report preparation, providing peace of mind with timely and accurate submissions. Our bookkeeping services ensure 100% accurate books, freeing up time for business growth. As a PCAOB Registered Firm, we guarantee legal and ethical compliance for retirement and pension plans with effortless audits.
5266 Office Park Blvd STE 204, Bradenton, FL 34203, United States -
Ardor Wealth Managment
● ClosedArdor 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.
1517 State St Suite 102, Sarasota, FL 34236, United States -
Santoro Consultants
● OpenSantoro Consultants, located at 2100 Constitution Boulevard in Sarasota, Florida, is a firm dedicated to adding value to every interaction. With a commitment to understanding and helping clients achieve their goals, the team at Santoro Consultants offers strategic and financial consulting, retirement planning, and education services. Specializing in working with successful business owners, professionals, and educators, the firm's diverse knowledge base and years of experience ensure that clients receive top-notch service. Santoro Financial Group, a division of Santoro Consultants, focuses on providing solutions for business growth, profit optimization, talent retention, and leadership development. With a genuine interest in helping clients achieve their goals, Santoro Consultants is dedicated to creating positive impacts for families and individuals.
2100 Constitution Blvd, Sarasota, FL 34231, United States -
Ryon Wealth Strategies
● ClosedRyon 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.
8586 Potter Park Dr, Sarasota, FL 34238, United States -
Crimson Strategic Solutions
● ClosedCrimson Strategic Solutions is a leading institution located at 8586 Potter Park Drive in Sarasota, Florida, United States. We specialize in providing expert strategic solutions for businesses looking to enhance their operations, increase efficiency, and achieve their goals. Our team of experienced professionals offers tailored consulting services to help clients navigate challenges and capitalize on opportunities in today's competitive market. With a focus on innovation, collaboration, and results-driven strategies, Crimson Strategic Solutions is dedicated to helping businesses thrive and succeed. Contact us today to learn more about how we can support your organization's growth and success.
8586 Potter Park Dr, Sarasota, FL 34238, United States -
Mariner Wealth Advisors
● ClosedMariner Wealth Advisors is a leading finance institution located at 240 South Pineapple Avenue in Sarasota, Florida, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth preservation and growth, we offer comprehensive solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Mariner Wealth Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
240 S Pineapple Ave UNIT 601, Sarasota, FL 34236, United States -
Complete Small Business Solutions
● ClosedComplete Small Business Solutions is a leading institution specializing in accounting and finance, located at 2018 Oak Terrace in Sarasota, Florida, United States. In today's competitive marketplace, proper delegation of daily tasks is essential for business growth. Our cloud-based portal allows for flexible working arrangements, saving time and increasing productivity. With video and screencast tools, we provide face-to-face communication without the need for in-person meetings. Communication is streamlined through text messaging and email, ensuring that you have all the information you need at your fingertips. Our cloud-based software enables quick access to information, even when your designated accountant is unavailable. We offer document management services tailored to your specific needs, including record-keeping guidelines and file transfers. Our proprietary software provides software downloads, updates, and training, as well as access to online calculators for financial analysis.
2018 Oak Terrace, Sarasota, FL 34231, United States -
Udell Associates
● ClosedUdell Associates is a reputable finance institution located at 1950 Ringling Boulevard in Sarasota, Florida, United States. With a strong commitment to providing top-notch financial services, Udell Associates offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Udell Associates is the trusted partner you can rely on. Visit their office today to learn more about how they can help you thrive financially.
1950 Ringling Blvd #403, Sarasota, FL 34236, 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 -
Matthew D. Jimenez - TD Wealth Relationship Manager
● ClosedMatthew D. Jimenez is a dedicated TD Wealth Relationship Manager located at 3450 Clark Road in Sarasota, Florida. As a finance professional, Matthew provides personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building strong relationships and providing expert financial advice, Matthew is committed to helping his clients navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Matthew D. Jimenez is here to help you every step of the way.
3450 Clark Rd, Sarasota, FL 34231, United States -
First Security Investments
● ClosedFirst Security Investments is a leading finance institution located at 3340 Bee Ridge Road in Sarasota, Florida, United States. With a reputation for excellence and expertise in the finance industry, we offer a wide range of investment services to help our clients achieve their financial goals. Our team of experienced professionals provides personalized guidance and support to ensure that each client receives the best possible investment solutions tailored to their individual needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, First Security Investments is committed to helping you succeed in reaching your financial objectives.
3340 Bee Ridge Rd # A, Sarasota, FL 34239, United States -
M Janet Jason - Morgan Stanley
● OpenM Janet Jason - Morgan Stanley is a reputable finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a strong focus on providing top-notch financial services, M Janet Jason - Morgan Stanley offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The institution is known for its experienced financial advisors, personalized approach, and dedication to helping clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, M Janet Jason - Morgan Stanley is committed to providing expert guidance and support every step of the way.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
The Schwartzbaum Urfer Group - Morgan Stanley
● OpenThe 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.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
Walters & Associates, CPAs
● ClosedWalters & Associates, CPAs is a leading accounting and finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. With a focus on personalized tax guidance and strategy, the institution offers a refreshing evolution of tax-based accounting services. Their specialized approach to maximizing audit ROI includes analyzing financials, controls, and overall business performance effectively. Walters & Associates, CPAs align plans with strategy, having submitted over 500 financial projections to AHCA without denials to maximize results. With a 100% success rate in CAP Liability Report preparation, clients can trust timely and accurate submissions for peace of mind. The institution also offers bookkeeping services to simplify businesses, ensuring 100% accurate books and freeing up time for growth.
3277 Fruitville Rd Building E, Sarasota, FL 34237, United States -
CS&L CPAs
● ClosedCS&L CPAs, located at 1515 Ringling Boulevard in Sarasota, Florida, is a leading institution specializing in accounting and finance services. Our experienced Audit Team is well-equipped to handle audits throughout the state, ensuring the accuracy and validity of financial records for all types of organizations. In today's rapidly changing regulatory environment, our skilled CPAs provide innovative tax planning, compliance, and reporting solutions to help clients navigate complex challenges. Our Management Consultants offer data-driven insights to identify opportunities for growth, profitability, and operational improvement.
1515 Ringling Blvd UNIT 900, Sarasota, FL 34236, United States -
The Finare Group Inc.
● ClosedThe Finare Group Inc. is a leading accounting and finance institution located at 4008 Voorne Street in Sarasota, Florida, United States. We specialize in providing daily transaction processing, data analysis, strategy planning, growth plans, and tax compliance services. Our virtual finance department offers automated processes for business transactions, increasing productivity and profitability. With a focus on effective communication and fixed monthly pricing, we work hard to tackle our clients' most pressing financial issues. Our services include accounting for small businesses, income tax planning and preparation, and CFO services. Choose The Finare Group Inc. for technologically savvy and value-driven accounting solutions for both businesses and individuals.
4008 Voorne St, Sarasota, FL 34234, United States -
Gulf Income Properties
● ClosedGulf Income Properties is a property management company located in Bradenton, Florida, serving Sarasota and Manatee Counties. Our locally owned and operated company is dedicated to maximizing returns for real estate investors by providing value at every stage of our services. We prioritize open communication, transparency, and proactive management to ensure our clients' success. Our experienced property managers handle all day-to-day operations, including tenant screening, rent collection, maintenance, and repairs. We strive to create a stress-free experience for property owners while increasing their return on investment. Our goal is to provide maximum returns and peace of mind for property owners in Sarasota and Manatee Counties.
1201 6th Ave W Suite 215, Bradenton, FL 34205, United States -
United Mechanical - A Fidelity Company
● OpenUnited Mechanical - A Fidelity Company is a leading full-service mechanical contracting company located at 8170 Mainline Parkway in Fort Myers, Florida. We serve clients in Naples, Fort Myers, Sarasota, Bradenton, and Tampa, offering HVAC, controls, electrical, plumbing services, and more along the Gulf Coast of Southwest Florida. Our team is big enough to handle even the largest commercial projects, yet small enough to provide personalized care to your family. We provide a wide range of services to industrial, institutional, government, healthcare, and commercial markets, including HVAC, electrical, plumbing, insulation, refrigeration, and more. Our NATE certified technicians offer 24/7 central AC repair, routine service, air purifiers, furnace replacement, new AC system installation, generator installation, ceiling fan installation, and electrical panel replacement for residential customers.
8170 Mainline Pkwy, Fort Myers, FL 33912, United States -
Mediserv Management LLC
● OpenMediserv Management LLC is a leading health management company located in Sarasota, Florida, United States. Specializing in pharmacy services, Mediserv offers a wide range of medications and medical supplies to meet the needs of patients and healthcare providers. With a focus on quality care and customer satisfaction, Mediserv is dedicated to providing top-notch services to the community. Visit our store today for all your health management needs.
Sarasota, FL 34233, United States -
Clean Recovery Centers
● OpenWelcome to Clean Recovery Centers, your trusted partner in addiction treatment and mental health services located at 508 W Fletcher Ave, Tampa, FL 33612. Our mission is to provide comprehensive and compassionate care to individuals seeking to overcome substance use disorders and mental health challenges. At Clean Recovery Centers, we understand the complexities of addiction and mental health, and we are committed to helping you or your loved ones achieve lasting recovery and wellness. Our Approach to Recovery:
508 W Fletcher Ave, Tampa, FL 33612, United States -
Boca Recovery Center – Alcohol & Drug Rehab Boca Raton
● OpenWelcome to Boca Recovery Center – Alcohol & Drug Rehab Boca Raton, your trusted partner on the journey to recovery. Conveniently located at 21301 Powerline Rd #311, Boca Raton, FL 33433, our facility offers a comprehensive range of treatment programs designed to meet the unique needs of each individual seeking a path to sobriety. At Boca Recovery Center, we believe that recovery is a personal journey, and we are committed to providing a supportive, safe, and nurturing environment. Our medical detox program is the first critical step, offering a supervised setting where clients can safely withdraw from substances under the care of our expert clinicians. We prioritize your health and comfort, using a combination of medications and therapy to ease withdrawal symptoms.
21301 Powerline Rd # 311, Boca Raton, FL 33433, United States
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