Financial help in Osprey, FL
39 results found
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Frank A Planes - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank 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.
6151 Lake Osprey Dr Ste 329, Sarasota, FL 34240, United States -
Citypark Financial
● OpenCitypark Financial is a reputable finance and insurance agency located at 2119 South Tamiami Trail in Osprey, Florida. With a team of experienced professionals, we specialize in providing a wide range of financial services tailored to meet the unique needs of our clients. Whether you are looking for investment advice, insurance coverage, or assistance with retirement planning, our knowledgeable staff is here to help you navigate the complexities of the financial world. Visit Citypark Financial today and let us help you achieve your financial goals.
2119 S Tamiami Trail, Osprey, FL 34229, United States -
Financial Freedom, LLC
● OpenFinancial Freedom, LLC is a leading finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Our team of expert financial advisors is dedicated to helping individuals and businesses achieve their financial goals and secure a stable future. Whether you are looking to invest, plan for retirement, or manage your wealth, we provide personalized solutions tailored to your specific needs. With a commitment to excellence and a focus on customer satisfaction, Financial Freedom, LLC is your trusted partner in achieving financial success.
6151 Lake Osprey Dr Third Floor, Sarasota, FL 34240, United States -
TIAA Financial Services
● ClosedTIAA Financial Services is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida. Specializing in banking, finance, and insurance services, TIAA is dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to customer service and financial expertise, TIAA Financial Services is a trusted partner for all your financial needs.
6151 Lake Osprey Dr Suite 308, Sarasota, FL 34240, United States -
Regal Financial Group
● ClosedRegal Financial Group is a renowned finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. With a reputation for excellence in financial services, Regal Financial Group offers a wide range of financial solutions tailored to meet the needs of individuals and businesses. Their team of experienced professionals provides expert advice and personalized strategies to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth preservation, Regal Financial Group is dedicated to providing top-notch services to help you secure your financial future.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Murphy Business & Financial Corporation
● ClosedMurphy Business & Financial Corporation is a leading finance and real estate agency located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. With a team of experienced professionals, they provide expert advice and services in the areas of business transactions, mergers and acquisitions, commercial real estate, and business valuations. Their commitment to excellence and integrity has earned them a reputation as a trusted partner for individuals and businesses looking to navigate the complexities of the financial and real estate markets. Visit Murphy Business & Financial Corporation today to learn how they can help you achieve your financial goals.
6151 Lake Osprey Dr Third Floor, Sarasota, FL 34240, United States -
Lonier Financial Advisory LLC
● OpenLonier Financial Advisory LLC is a finance institution located at 457 East Macewen Drive in Osprey, Florida, United States. With a focus on providing expert financial advice and services, our dedicated team is committed to helping clients achieve their financial goals. Lorem ipsum dolor sit amet, the administration of justice, I may hear, finally, be expanded on, say, a certain pro cu neglegentur. Mazim. Unusual or something. Trust Lonier Financial Advisory LLC for all your financial needs.
457 E Macewen Dr, Osprey, FL 34229, United States -
The Osprey Group - Morgan Stanley
● OpenThe Osprey Group - Morgan Stanley is a prestigious finance institution located at 777 South Flagler Drive in West Palm Beach, Florida, United States. As a part of the renowned Morgan Stanley brand, The Osprey Group offers a wide range of financial services including wealth management, investment banking, and advisory services. With a team of experienced professionals and a commitment to excellence, The Osprey Group is dedicated to helping clients achieve their financial goals and secure their future. Visit us today to experience top-notch financial expertise and personalized service.
777 S Flagler Dr Suite 700E, West Palm Beach, FL 33401, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment management, retirement planning, wealth management, and financial advisory services. Clients can trust in the expertise and professionalism of Raymond James Financial Services to help them achieve their financial goals and secure their financial future.
126 S Osprey Ave, Sarasota, FL 34236, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. They offer a wide range of financial services including investment advice, retirement planning, wealth management, and more. With a commitment to providing personalized service and tailored solutions, Raymond James Financial Services is dedicated to helping clients achieve their financial goals. Their team of experienced professionals strive to provide expert guidance and support to help clients navigate the complexities of the financial world.
6151 Lake Osprey Dr Floor, Sarasota, FL 34240, United States -
Edward Jones - Financial Advisor: Blake G Lynn
● ClosedEdward Jones - Financial Advisor: Blake G Lynn is a trusted financial institution located at 456 South Tamiami Trail in Osprey, Florida, United States. As a dedicated finance professional, Blake G Lynn offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Blake G Lynn can provide expert guidance and tailored solutions to meet your needs. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Blake G Lynn is the go-to destination for all your financial planning needs.
456 S Tamiami Trail, Osprey, FL 34229, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 418 South Tamiami Trail in Osprey, Florida, United States. With a strong commitment to providing personalized financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced financial advisors is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Raymond James Financial Services is here to help you every step of the way.
418 S Tamiami Trail, Osprey, FL 34229, United States -
M & T Financial Services
● OpenM & T Financial Services is a trusted finance institution located at 206 Tina Island Drive in Osprey, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, retirement planning, or managing your finances, we are here to help. Trust M & T Financial Services to provide you with personalized solutions to help you achieve your financial goals.
206 Tina Island Dr, Osprey, FL 34229, United States -
Craig Holloway - State Farm Insurance Agent
● ClosedWelcome to Craig Holloway - State Farm Insurance Agent, located at 1695 U.S. 41 Bypass South in Venice, Florida. We are a full-service insurance agency serving the entire state of Florida, with a focus on the communities of Venice, North Port, Port Charlotte, Englewood, Nokomis, Osprey, Sarasota, and Wellen Park. Our services include Auto insurance, Home insurance, Renters insurance, Life insurance, Health insurance, Business insurance, and more. As a Florida native with over 36 years of experience with State Farm, I am passionate about providing personalized service and meeting the needs of our customers. My team and I are dedicated to exceeding your expectations and building lasting relationships with our clients. We believe in the value of working with a local agent who understands your unique needs and can provide tailored solutions.
1695 U.S. 41 Bypass S Unit 2, Venice, FL 34293, United States -
Farmers Insurance - Nicole Adams
● ClosedFarmers Insurance - Nicole Adams is an insurance agency located at 6263 Lake Osprey Drive in Lakewood Ranch, Florida. As a local Farmers® agent, Nicole Adams helps customers identify the insurance coverage that best fits their needs. With over 15 years of experience in Florida, Nicole can assist with a variety of insurance options including Auto, Home, Renters, Recreational Vehicles, Life, and Business insurance. The agency offers personalized service to make sure clients are well-informed about their coverage choices. Whether you need comprehensive coverage, collision coverage, or have questions about deductibles and medical payments, Nicole and her team are here to help. They also offer online quotes and discounts to help clients save money on their insurance policies. In addition to personal insurance, Farmers Insurance - Nicole Adams provides coverage for small businesses, condos, and rental properties. Nicole can help create a financial plan to secure your future and protect your assets. For added protection, they offer Personal Umbrella insurance policies above and beyond standard liability coverage. Farmers Insurance - Nicole Adams is affiliated with several specific insurers, including Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company. Contact Nicole Adams today for all your insurance needs.
6263 Lake Osprey Dr Unit 11, Lakewood Ranch, FL 34240, United States -
Tax Center: Income Tax and Accounting Services
● OpenTax Center: Income Tax and Accounting Services is a reputable institution located at 249 Nokomis Avenue South in Venice, Florida, United States. Specializing in accounting and finance, our team of experts is dedicated to helping clients save on taxes, avoid costly mistakes, and optimize their financial situation. Whether you are an individual or a business, our services can provide immediate benefits and valuable expertise in tax practices. At Tax Center, we offer a wide range of services including estimating federal income tax withholdings, determining required minimum distributions, and assisting with Form 1095-A online. Our goal is to provide reliable answers, professional advice, and personal support to all of our clients in Venice and Osprey, Florida. Contact us today to learn how we can help you with your accounting and tax needs.
249 Nokomis Ave S, Venice, FL 34285, United States -
Galarza Law, PA
● ClosedGalarza Law, PA is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in Family Law, Trusts and Estates, and Bankruptcy, our experienced team offers a wide range of legal services to address various issues that may arise in your life. With our founder boasting 37 years of legal experience, we have become one of Sarasota's leading law firms. We take a personalized approach to resolving your legal matters, taking the time to understand your unique situation and providing you with all the options available. From developing a plan of action to offering support throughout the legal process, we are dedicated to making your journey as stress-free as possible.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Galarza William
● ClosedLocated at 6151 Lake Osprey Drive in Sarasota, Florida, Galarza William is a reputable law firm specializing in Family Law, Trusts and Estates, and Bankruptcy. With over 37 years of experience, our founding lawyer is recognized as one of Sarasota's top attorneys. Our dedicated team offers personalized legal solutions tailored to your specific needs, whether you are dealing with family law issues, financial struggles, estate planning, or probate matters. We strive to provide comprehensive support and guidance throughout your legal journey, ensuring that you understand all your options before making any decisions.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Germain Law Group
● OpenGermain Law Group is a comprehensive financial services institution located in Sarasota, Florida. Our team of experienced professionals specialize in accounting, finance, insurance, and legal services to provide our clients with a one-stop solution for all their financial needs. Whether you are looking for tax advice, investment strategies, insurance coverage, or legal representation, Germain Law Group is here to help. Visit us at 6151 Lake Osprey Drive to learn more about how we can assist you in achieving your financial goals.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Sage Wealth Consulting, LLC
● ClosedSage Wealth Consulting, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a finance institution that offers professional wealth management services. As a Certified Financial Planner (CFP®) and Member of the National Association of Personal Financial Advisors (NAPFA), Angela Wetzig provides independent advice, strategic planning, and upholds a fiduciary standard for her clients. With a focus on helping clients navigate life's transitions, Sage Wealth Consulting offers financial planning and investment management services to help clients organize, grow, and protect their assets. Angela Wetzig is a Fee-Only financial advisor, meaning she is not paid commissions and is legally obligated to provide unbiased and trustworthy financial advice. Sage Wealth Consulting has chosen Charles Schwab & Co., Inc. as the custodian of client accounts, serving clients locally in Sarasota and across the country.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Aksala Wealth Advisors - Retirement Planning & Portfolio Management
● ClosedAksala Wealth Advisors is a leading institution specializing in retirement planning and portfolio management. Located in Sarasota, Florida, our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals. Whether you are preparing for retirement or looking to optimize your investment portfolio, we offer personalized solutions tailored to your unique needs. With a focus on integrity and transparency, Aksala Wealth Advisors is committed to providing top-notch financial guidance and support to help you secure a prosperous future. Contact us today at 6260 Lake Osprey Drive to learn more about our services.
6260 Lake Osprey Dr, Sarasota, FL 34240, United States -
Premier Retirement Asset Management
● ClosedPremier Retirement Asset Management is a leading finance institution located at 412 South Tamiami Trail in Osprey, Florida, United States. With a focus on helping individuals plan for a secure and comfortable retirement, the team at Premier Retirement Asset Management offers expert financial advice and personalized investment strategies. Whether you are just starting to save for retirement or are looking to maximize your current assets, their experienced professionals are dedicated to helping you reach your financial goals. Trust Premier Retirement Asset Management to guide you towards a prosperous and worry-free retirement.
412 S Tamiami Trail, Osprey, FL 34229, United States -
ABBEX Inc BUSINESS BROKERS
● ClosedABBEX Inc BUSINESS BROKERS, located at 8 Sorrento Drive, Osprey, Florida, United States, is a leading finance institution specializing in helping individuals sell their businesses. With a team of experienced brokers, ABBEX offers confidential consultations, valuations, financial record analysis, marketing strategies, buyer filtration, negotiation assistance, and due diligence services to ensure a successful and profitable transaction. Their proven track record of maximizing sale prices for sellers, coupled with their extensive network and industry insights, make ABBEX the ideal partner for anyone looking to buy or sell a business. Clients have praised the professionalism, responsiveness, and ease of working with ABBEX, making the process smooth and stress-free.
8 Sorrento Dr Suite 9, Osprey, FL 34229, United States -
Trunkett Law Firm, LLC
● ClosedTrunkett Law Firm, LLC is a local Southwest Florida attorney located at 6151 Lake Osprey Drive in Sarasota, Florida. Specializing in personal bankruptcy, the firm offers free consultations to individuals and small businesses facing financial difficulties. In addition to bankruptcy, Trunkett Law Firm also assists clients with complex construction matters and disputes, as well as other legal services such as commercial and real estate issues. Serving clients in Fort Myers, Cape Coral, Bonita Springs, and other surrounding areas, the firm is dedicated to providing quality legal representation in consumer law matters. Please note that communication through the website does not establish an attorney-client relationship. With offices in Fort Myers and Naples, Trunkett Law Firm is committed to helping clients navigate the legal process with expert guidance and support.
6151 Lake Osprey Dr, Sarasota, FL 34240, United States -
Jonathan Abbuehl - TIAA Wealth Management Advisor
● OpenJonathan Abbuehl - TIAA Wealth Management Advisor is a finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida. As a trusted advisor, Jonathan Abbuehl offers personalized wealth management services to help clients achieve their financial goals. With a focus on integrity and expertise, Jonathan provides tailored solutions to help individuals and families grow and protect their assets. Whether you are planning for retirement, saving for education, or investing for the future, Jonathan Abbuehl is dedicated to helping you navigate the complexities of wealth management with confidence and peace of mind. Contact Jonathan Abbuehl - TIAA Wealth Management Advisor today to start building a secure financial future.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Sarasota Capital Strategies
● OpenSarasota Capital Strategies is a leading financial institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in finance, they offer a wide range of services including investment management, financial planning, and retirement planning. With a team of experienced professionals, Sarasota Capital Strategies is dedicated to helping clients achieve their financial goals and secure their financial future. Visit them today to learn more about their personalized financial solutions.
460 S Tamiami Trail, Osprey, FL 34229, United States -
First Command
● ClosedFirst Command is a trusted institution located at 6151 Lake Osprey Drive in Sarasota, Florida. As a bank, finance, and insurance agency, we are dedicated to providing top-notch financial services to our clients. Our team of experts is committed to helping individuals and families achieve their financial goals through personalized advice and tailored solutions. Whether you're looking to invest, save for the future, or protect your assets, First Command is here to guide you every step of the way. Visit us today to learn more about how we can help secure your financial future.
6151 Lake Osprey Dr 3rd floor, Sarasota, FL 34240, United States -
JB Underhill, CPA
● OpenJB Underhill, CPA is a reputable accounting and finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida. With a background in Big Four accounting firms, J.B. Underhill offers tailored services to businesses in Tampa and surrounding areas. Their expertise includes traditional accounting and bookkeeping, as well as specialized services such as forensic accounting, business valuation, audit services, and business acquisition planning. With a focus on providing strategic guidance and value-added services, J.B. Underhill is a trusted advisor for businesses throughout the year. In addition, they offer tax relief services to help businesses navigate complex tax issues and achieve the best possible outcomes. Contact them at their Tampa office at 1112 Channelside Drive or their Sarasota office at 6151 Lake Osprey Drive for expert financial assistance.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Suplee, Shea, Cramer & Miller, PA
● OpenSuplee, Shea, Cramer & Miller, PA is a well-established accounting and finance institution located in Sarasota, Florida. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, their dedicated team is committed to helping clients achieve their financial goals. Conveniently located at 800 South Osprey Avenue, Suplee, Shea, Cramer & Miller, PA is a trusted partner for all your accounting and financial needs.
800 S Osprey Ave # A, Sarasota, FL 34236, United States -
Tropical Taxx & Paradise Payroll
● ClosedTropical Taxx & Paradise Payroll is a premier accounting and finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida. We specialize in providing expert tax services and payroll solutions to individuals and businesses in the area. Our professional team is dedicated to helping our clients navigate the complex world of finances with ease and efficiency. Whether you need assistance with tax preparation, bookkeeping, or payroll processing, Tropical Taxx & Paradise Payroll is here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States
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