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TOP 30 Financial independence in Sarasota, FL
24 results found
A convenient service for searching for businesses, places and services
Sarasota Manatee Association for Riding Therapy
The 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.
Full Spectrum Financial Group
Full Spectrum Financial Group is a finance and insurance agency located at 306 North Rhodes Avenue in Sarasota, Florida, United States. Partnered with New York Life, we are dedicated to serving professional advisors and helping clients secure their financial future. Our mission is to align your wealth with your goals, providing clarity and order to your financial life. With decades of industry knowledge, we offer custom solutions tailored to your needs. We prioritize developing deep, personal relationships with our clients, built on trust and integrity. Our proactive approach involves coordinating with your other professionals, such as attorneys and CPAs, to ensure everyone is working towards your financial goals. Our Financial Advisers, Steve Griffin and Kelly Goldstein, offer investment advisory services through Eagle Strategies LLC and securities through NYLIFE Securities LLC. We are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies.
Main Street Financial Group
Main Street Financial Group is a trusted finance institution located at 1819 Main Street in Sarasota, Florida. We specialize in providing comprehensive financial planning and investment services to individuals, families, and businesses. Our experienced team of financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment management, estate planning, or insurance solutions, Main Street Financial Group is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
Curt Eskew, Financial Advisor - Eskew Financial Group
At Curt Eskew, Financial Advisor - Eskew Financial Group, located at 2639 Fruitville Road in Sarasota, Florida, our team is dedicated to helping clients navigate their financial journey. Founder Curt Eskew, who is also a pilot, draws parallels between flying a plane and financial planning, emphasizing the importance of having a solid plan in place to reach your goals safely and efficiently. With over 40 years of experience, our team can assist you no matter where you are on your financial path. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Curt Eskew offers insurance products and services in multiple states. Additionally, as a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Curt Eskew provides securities and advisory services to clients in select states.
Reality Financial Planning
Reality Financial Planning Services, LLC (RFPS) is a finance institution located at 3947 Clark Road in Sarasota, Florida. As a fee-only financial planning firm, RFPS has no minimum asset or net worth requirements for clients. Serving individuals, families, and small businesses in Sarasota, Bradenton, Lakewood Ranch, Venice, and Nokomis, RFPS is committed to providing independent and objective advice with no commissions or third-party compensation accepted. Welcome to a trusted partner in your financial planning journey.
Mueller Financial Services, Inc.
Mueller Financial Services, Inc. is a financial advisory firm located at 2601 Cattlemen Road, Sarasota, Florida, United States. With over 30 years of experience, we provide strategies for a financially independent life to a wide range of clients, including corporations, business owners, executives, professionals, and high-net-worth individuals. Our team works closely with each client to develop a customized financial plan that reflects their unique goals and priorities. From retirement planning to minimizing taxes, we are dedicated to guiding our clients through life's financial transitions with education, empowerment, and inspiration. Our process is tailored to each individual's needs, ensuring that their financial plan aligns with their life goals. Schedule a free consultation with us today to begin your financial journey with Mueller Financial Services. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor.
The Ordonez Financial Group
The Ordonez Financial Group, located at 2831 Ringling Boulevard in Sarasota, Florida, is a finance institution dedicated to providing a range of services including investments, retirement planning, and wealth management. Led by Alfredo (Al) Ordonez, who has been recognized as one of Forbes' Best-In-State Financial Security Professionals in Florida, the institution is committed to helping clients build a bridge to a sound financial future. With a focus on serving professional advisors, The Ordonez Financial Group aims to help clients leave a legacy of love and financial security by making life insurance a priority. The institution offers a range of services to help individuals and families plan for their financial futures, with a focus on personalized strategies tailored to each client's unique needs.
First Financial Group Inc
First Financial Group Inc is a finance institution located at 2389 Ringling Boulevard in Sarasota, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
Everence Financial
Everence Financial, located at 2480 Fruitville Road in Sarasota, Florida, is a finance and insurance agency dedicated to guiding individuals through the complexities of Medicare. With over $536,000 in donations given to support nonprofits, Everence is committed to giving back to the community. By educating yourself today, you can secure a better future. Whether it's helping with a recent loan application or providing services in Kensington as highlighted in the Inquirer, Everence is here to assist you every step of the way. Securities are offered through Concourse Financial Group Securities, Inc., and investments and products are not federally insured. Everence Trust Company and other Everence entities offer products and services that are independent and not guaranteed by Concourse Financial Group Securities. Everence also offers federally insured credit union products through NCUA. Some products and services may not be available in all states. Everence is a ministry of Mennonite Church USA and other churches, dedicated to serving the community with integrity and compassion.
New College of Florida
New College of Florida is a prestigious liberal arts institution located in Sarasota, Florida. Established in 1960, it is a public honors college known for its innovative approach to education. The college offers a unique and personalized learning experience, with a low student-to-faculty ratio and a focus on independent study and research. Situated on a picturesque campus along Bay Shore Road, New College of Florida provides a vibrant academic community for students pursuing their undergraduate degrees. With a strong emphasis on critical thinking, creativity, and intellectual curiosity, the college prepares students for successful careers and lifelong learning.
GreatFlorida Insurance - Mike Polivchak
GreatFlorida Insurance - Mike Polivchak is an insurance agency located at 2803 North Tamiami Trail in Sarasota, Florida. Mike Polivchak and his team at GreatFlorida Insurance provide a range of insurance services, including homeowners insurance to protect your home and family from unexpected calamities, auto insurance to cover collisions and theft, boat insurance for smooth sailing on Florida's waters, motorcycle insurance for a worry-free ride, renter's insurance to protect your personal belongings in your home, commercial insurance for business vehicles, umbrella insurance for additional financial protection, and flood insurance to shield your home from storm damage. With 139 locations state-wide, GreatFlorida Insurance offers 24-hour service and assistance from independent agents who will help you find affordable insurance solutions for you and your family. Visit Mike Polivchak at GreatFlorida Insurance in North Sarasota for all your insurance needs.
Sage Wealth Consulting, LLC
Sage 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.
Graham Capital
Graham Capital is a finance institution located at 1991 Ringling Boulevard in Sarasota, Florida, United States. Our team at Graham Capital Advisors is dedicated to helping people reach their financial goals through personalized strategies and planning. We have a passionate and client-focused approach, drawing on our rich history to help clients pursue their retirement dreams. Our team of financial advisors, insurance professionals, estate planners, and attorneys work together to provide comprehensive recommendations tailored to each client's unique needs. We offer custom strategies to help clients reach their retirement goals with confidence. Stress-Free Retirement, a book by Patrick Kelly, provides valuable insights for retirees navigating today's investment landscape. Graham Capital Advisors is an independent estate planning and insurance agency, with investment advisory services offered by Graham Capital Wealth Management. We strive to educate and inform clients, empowering them to make sound financial decisions with the guidance of qualified professionals.
SWAN Retirement Strategies
SWAN Retirement Strategies, located at 2553 Fruitville Road in Sarasota, Florida, is a finance institution dedicated to helping individuals achieve their retirement goals and needs. Specializing in assisting law enforcement, firefighters, schoolteachers, and government employees, SWAN Retirement Strategies offers customized financial tools and strategies to ensure a stress-free retirement with confidence. Whether you are in the DROP Program or seeking an investment plan, SWAN Retirement Strategies can help you find the right plan for your future. As a wealth management client, you will have access to strategies that can elevate your retirement experience. With a data-driven and results-focused approach, SWAN Retirement Strategies optimizes your retirement plan from a distribution and tax-efficiency perspective. As an independent institution, SWAN Retirement Strategies shops around to find the best products to fit your specific needs. Take the next step in your financial journey with a complimentary consultation at SWAN Retirement Strategies. You can also visit their additional office in Sebring, FL or contact them at (863) 781-9407 or Murrell@SWANStrategies.com. Please note that investment advisory services are offered through Second Half Partners, LLC, an SEC-registered investment advisor, and insurance and annuities are offered through Murrell Winter, FL NPN# 19081214.
Ardor Wealth Managment
Ardor Wealth Management is a leading finance institution located at 1517 State Street in Sarasota, Florida, United States. With a team of experienced financial advisors, Ardor Wealth Management offers personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Ardor Wealth Management provides comprehensive financial solutions tailored to each client's unique needs. Trust Ardor Wealth Management to guide you towards a secure financial future.
TruVestments
TruVestments is a finance institution located at 5391 Lakewood Ranch Boulevard North, Sarasota, Florida, United States. We prioritize transparency and open communication with our clients, providing various channels for interaction. Our goal is to prepare clients for future demographic opportunities and help them build a valuable legacy. With our high-level concierge service, clients can enjoy peace of mind and personalized attention. At TruVestments, we focus on building long-term, goal-oriented relationships rather than just transactions. Wealth preservation, tax planning, and charitable impact are key pillars of our client success strategy. Our team works closely with clients to create cohesive, consultative financial plans tailored to their family goals.
Walters Strategic Advisors
Walters Strategic Advisors is a finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. Specializing in proactively managing taxes for maximum returns at every step of your investment journey, our team of CPAs and Financial Advisors understand the importance of tax-efficient investment planning. We utilize tax-advantaged investment accounts and tax-loss harvesting strategies to maximize investment returns and minimize taxes for our clients. Our comprehensive approach to retirement planning includes investment strategies, retirement withdrawal strategies, and portfolio risk mitigation strategies. By developing personalized retirement plans and staying on track, we help our clients build a financially secure retirement regardless of their life stage.
White Oaks Wealth Advisors
White Oaks Wealth Advisors is a finance institution located at 1717 2nd Street in Sarasota, Florida, United States. Established in 1986, we are a dedicated team of professionals with over 100 years of combined industry experience. We pride ourselves on being a client-focused family, offering the most respected designations in the industry to provide expert advice in various fields. What sets us apart is our unique approach to wealth management. We follow the investment philosophy of ultra-wealthy families, giving our clients access to a broader range of investments. As a fiercely independent firm, we have the freedom to choose from any investment option available in the market. Our clients have the advantage of working directly with our investment committee, ensuring personalized decision-making.
Adamchak, Bordes & Associates Wealth Management
Adamchak, Bordes & Associates Wealth Management is a finance institution located at 1401 Manatee Avenue West in Bradenton, Florida, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service based on trust and personalized care. As proud recipients of recognition from financial industry publications and Bank of America Corporation, we are committed to setting the standard for wealth management. Our advisors have been recognized by Forbes as "Best-in-State Wealth Management Teams" in 2024, and as "Best-in-State Wealth Advisors" in 2023 and 2022. Supported by the global resources of Merrill, our team offers individualized recommendations to address complex financial issues facing our clients. We believe in building strong client relationships by understanding their investment personality, financial goals, and life priorities. Our approach is goals-based, focusing on family, health, leisure, home, work, and finances.
SWAN Retirement Strategies
SWAN Retirement Strategies, located at 145 West Center Avenue in Sebring, Florida, is dedicated to helping individuals achieve their retirement goals with confidence. Specializing in providing financial tools and strategies for law enforcement, firefighters, schoolteachers, and other government employees, SWAN Retirement Strategies offers personalized wealth management services to optimize retirement plans. As an independent institution, SWAN Retirement Strategies prioritizes the best interests of their clients by shopping around for the most suitable products. With a focus on data-driven and results-focused approaches, SWAN Retirement Strategies aims to enhance retirement outcomes through tax-efficient solutions. To take the next step in your financial journey, schedule a complimentary consultation with SWAN Retirement Strategies today. Contact their headquarters in Sarasota or their additional office in Sebring for more information. Disclosure: Investment advisory services are offered through Second Half Partners, LLC, an SEC-registered investment advisor, while insurance and annuities are offered through Murrell Winter, FL NPN# 19081214.
LAURCO Bookkeeping
LAURCO Bookkeeping is a reputable accounting and finance institution located at 4640 Thomas Hoby Place in Sarasota, Florida, United States. With a team of experienced professionals, LAURCO Bookkeeping offers a wide range of services to help individuals and businesses manage their financial records efficiently. From bookkeeping to financial consulting, they provide personalized solutions to meet the unique needs of each client. Trust LAURCO Bookkeeping to handle your financial matters with precision and professionalism.
Landstar Associates
Landstar Associates is a safety-first transportation solutions provider located at 1358 Fruitville Road in Sarasota, Florida, United States. Our services are delivered by a network of independent freight agents, leased owner-operators, and other third-party capacity providers, all dedicated to providing safe, secure, and reliable transportation services. As a technology-enabled, asset-light provider of integrated transportation management solutions, Landstar empowers entrepreneurs to offer customized shipping solutions to a wide range of customers. Our EVP of Specialized Freight Services, Al Reisman, shares invaluable insights on achieving success in heavy/specialized shipping.
Braun Mortgage Group
Braun Mortgage Group is a finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Founded by Greg & Cameo Braun, who bring over 20 years of experience in the mortgage industry, Braun Mortgage Group is dedicated to providing personal attention and a seamless lending process for their clients. With a focus on education and transparency, they aim to make obtaining a mortgage loan a pleasant experience for home buyers. As an independent mortgage broker, Braun Mortgage Group works with a variety of lenders to offer competitive rates and customized loan programs to meet the specific needs of each client. Their mission is to extend the essence of family into their brand, ensuring a great customer experience with on-time closings.
BMO Bank N.A Branches
BMO Bank N.A. Branches located at 1201 South Beneva Road in Sarasota, Florida, United States, offer a range of banking services for both personal and commercial customers. As a full-service branch, they provide everyday banking, investments, and lending products. Customers can access ATMs and various financial services at this location. BMO Bank N.A. is a member of FDIC and follows federal regulations to verify customer identities. Please note that third-party websites linked to BMO may have different privacy and security policies. This institution does not provide tax or legal advice, so it is recommended to consult with independent advisors for personalized guidance.
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