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TOP 30 Financial life planning in Sarasota, FL
105 results found
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Brian Valach - Financial Advisor, Ameriprise Financial Services, LLC
Brian Valach, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2477 Stickney Point Road in Sarasota, Florida, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Brian provides personalized investment recommendations and portfolio strategies. Regular meetings and progress reviews ensure that your financial plan is always aligned with your changing life circumstances. Access your accounts and track your progress online from any device, securely and conveniently. Schedule a complimentary initial consultation to learn more about how Brian can help you reach your financial goals. As a registered advisor, Brian Valach can only conduct securities business in certain states. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. While Ameriprise Financial cannot guarantee future financial results, clients can trust in the expertise and professionalism of Brian Valach and Ameriprise Financial Services, LLC.
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.
Steven Dahlquist - Financial Advisor, Ameriprise Financial Services, LLC
Steven Dahlquist is a Financial Advisor at Ameriprise Financial Services, LLC located at 1819 Main Street in Sarasota, Florida, United States. Steven holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Steven's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a strong focus on ethics and continuing education, Steven Dahlquist is dedicated to providing comprehensive financial advice to clients, including retirees, small business owners, high net worth individuals, and those with special financial needs.
Enjoy Life Financial
Enjoy Life Financial is a leading finance institution located at 1990 Main Street in Sarasota, Florida, United States. We are dedicated to helping our clients achieve their financial goals and live their best lives. Our team of experienced professionals offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. At Enjoy Life Financial, we believe in providing personalized solutions tailored to each individual's unique needs and circumstances. Contact us today to start your journey towards financial success and a brighter future.
Daniel A Shontere - Financial Advisor, Ameriprise Financial Services, LLC
Daniel A Shontere is a financial advisor at Ameriprise Financial Services, LLC located at 1819 Main Street in Sarasota, Florida, United States. Daniel holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in various areas of finance, Daniel is dedicated to providing comprehensive and personalized financial planning services to clients.
Chris Erbeck - Ameriprise Financial Services, LLC
Chris Erbeck - Ameriprise Financial Services, LLC is a finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. The institution offers a range of financial services and expertise, with professionals holding various certifications and designations to provide specialized knowledge in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Some of the certifications held by professionals at Chris Erbeck - Ameriprise Financial Services, LLC include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®.
Robert L Veeneman Jr - Financial Advisor, Ameriprise Financial Services, LLC
Robert L Veeneman Jr is a financial advisor at Ameriprise Financial Services, LLC located at 2477 Stickney Point Road in Sarasota, Florida. With a focus on your individual goals and risk tolerance, Robert provides investment recommendations and portfolio strategies tailored to your needs. Regular meetings and progress reviews ensure that your financial plan is always aligned with your life changes. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Robert can help you achieve your financial goals. As a member of FINRA and SIPC, Robert is registered to conduct securities business in specific states. Contact Robert for a discussion on what matters most to you and take the first step towards financial success.
Wealth Planning and Design LLC
Wealth Planning and Design LLC is a trusted financial institution located at 6230 University Parkway in Sarasota, Florida. With over 85 years of experience, we have been assisting individuals and families with their financial decisions through long-term relationships. We take the time to get to know our clients personally, including their children and grandchildren, in order to provide the best possible service. Our mission is to make a positive impact by offering professional advice and exceptional client service. We work closely with our clients to ensure their financial needs are met and help them build a strong financial legacy for future generations.
Steven Faticone - Financial Advisor, Ameriprise Financial Services, LLC
Steven Faticone - Financial Advisor, Ameriprise Financial Services, LLC, located at 1819 Main Street in Sarasota, Florida, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, we provide investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular reviews and updates ensure that your plan evolves with your changing life circumstances. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Steven Faticone's registration status. Let's work together to secure a confident financial future for you and your loved ones.
Kevin Hill - Financial Advisor, Ameriprise Financial Services, LLC
Kevin Hill is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1819 Main Street in Sarasota, Florida, United States. Kevin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kevin's expertise in various aspects of financial planning, including asset management, retirement planning, estate planning, investment management, and more. By working with Kevin Hill, clients can expect personalized financial advice tailored to their individual needs and goals.
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.
Alfredo Ordonez, Financial Advisor - Eagle Strategies
Alfredo Ordonez, Financial Advisor at Eagle Strategies, is located at 2831 Ringling Boulevard in Sarasota, Florida. Specializing in finance, they offer services such as investments, retirement planning, and wealth management to help clients build a secure financial future. Alfredo Ordonez has been recognized as one of Forbes' Best-In-State Financial Security Professionals in Florida, showcasing their dedication to their clients' financial security. They are licensed to sell insurance through New York Life Insurance Company and offer investment advisory services through Eagle Strategies, LLC. Additionally, they offer securities products and services through NYLIFE Securities LLC. Clients can trust Alfredo Ordonez and his team to provide expert financial advice and assistance in planning for their future.
Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC
Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1819 Main Street, Sarasota, Florida, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution provides comprehensive training and education in various financial planning and investment strategies to best serve the needs of individuals, retirees, small business owners, high net worth clients, and seniors planning for retirement. Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC is committed to providing expert advice and guidance in the field of financial planning and asset management.
Patrick Cummings - Private Wealth Advisor, Ameriprise Financial Services, LLC
Patrick Cummings - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1819 Main Street, Sarasota, Florida, United States. Patrick Cummings holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Patrick specializes in providing comprehensive financial planning services, asset management, estate planning, retirement planning, and investment strategies for individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethical practices and ongoing education, Patrick is dedicated to helping clients achieve their financial goals and secure their financial future.
Valiant Insurance and Investment Group, Inc.
Valiant Insurance and Investment Group, Inc. is a reputable insurance agency located at 3277 Fruitville Road in Sarasota, Florida, United States. With a focus on providing top-quality insurance and investment services, our dedicated team of professionals is committed to helping clients protect their assets and plan for their financial future. Whether you are looking for insurance coverage for your home, car, or business, or seeking advice on investment opportunities, Valiant Insurance and Investment Group, Inc. is here to provide personalized solutions to meet your needs. Contact us today to learn more about how we can assist you in securing your financial well-being.
Farm Bureau Insurance
Farm Bureau Insurance is a trusted health and insurance agency located at 7289 Palmer Boulevard in Sarasota, Florida, United States. With a focus on providing comprehensive insurance solutions to individuals and families, Farm Bureau Insurance is committed to helping clients protect their health and financial well-being. Their team of experienced agents is dedicated to providing personalized service and finding the best insurance options to meet the unique needs of each client. Whether you are looking for health insurance, life insurance, or any other type of coverage, Farm Bureau Insurance is here to help you navigate the complex world of insurance and ensure you have the coverage you need.
First Benefits Group, Inc.
First Benefits Group, Inc. is a reputable insurance agency located at 306 North Rhodes Avenue in Sarasota, Florida. With a strong commitment to providing top-notch insurance services, they offer a wide range of coverage options to meet the needs of individuals and businesses alike. Whether you are looking for health insurance, life insurance, or retirement planning services, their team of experienced professionals is dedicated to helping you find the right solutions for your specific needs. Trust First Benefits Group, Inc. to provide you with the peace of mind and financial security you deserve.
Kitchner Benefits
Kitchner 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.
The Insurance Hub
The 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.
Prudential Insurance Co
Prudential Insurance Co is a reputable insurance agency located at 401 North Cattlemen Road in Sarasota, Florida, United States. With a long history of providing reliable insurance solutions to individuals and businesses, Prudential is known for their commitment to customer service and financial security. Whether you are looking for life insurance, retirement planning, or investment options, Prudential Insurance Co has the expertise and resources to help you make informed decisions to protect your future. Visit their office today to speak with a knowledgeable agent and explore the various insurance products and services they offer.
Leslie Jeffrey - State Farm Insurance Agent
Leslie Jeffrey - State Farm Insurance Agent is a trusted insurance agency located at 2345 Bee Ridge Road in Sarasota, Florida. With a focus on helping you save money while protecting what's important to you, Leslie Jeffrey offers customizable coverage plans tailored to your specific needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, or even coverage for recreational vehicles, Leslie Jeffrey can help you find the right policy. In addition to traditional insurance products, Leslie Jeffrey also offers a range of financial services, including banking options through an alliance with U.S. Bank. From checking and savings accounts to credit cards and annuities, Leslie Jeffrey can help you achieve your financial goals.
Patrice Weston - State Farm Insurance Agent
Welcome to the Patrice Weston - State Farm Insurance Agency located at 237 South Tamiami Trail in Nokomis, Florida. Our agency offers a wide range of insurance services including auto, home, renters, life, boater’s, commercial, and financial services. With over 15 years of experience in the insurance industry, we are dedicated to providing the right protection for our customers. Our agency is led by Patrice Weston, who has a background in State Farm Claims and is a member of various community organizations such as the Charlotte, Venice, and Nokomis Chambers of Commerce. Patrice and her team are bilingual in English and Spanish and are committed to assisting customers in Charlotte and Sarasota counties.
Mid-West Insurance Agency, LLC
Mid-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.
Patrice Weston - State Farm Insurance Agent
Welcome to the Patrice Weston - State Farm Insurance Agency located at 1946 Kings Highway in Port Charlotte, Florida. Our experienced team is dedicated to providing the right protection for our customers, offering a range of insurance services including auto, home, renters, life, boater’s, and business insurance, as well as financial services. Our office is conveniently located in the King's Crossing Shopping Center at Kings Highway & Rampart Blvd, between Winn Dixie and Beals Outlet. Our agency owner, Patrice Weston, has over 15 years of experience with State Farm Claims and is a member of various chambers of commerce and community organizations. We are proud to serve the communities of Charlotte, Desoto, and Sarasota Counties, and our bilingual team is ready to assist you with all your insurance needs.
Scott Black - Aflac Insurance Agent
Scott Black - Aflac Insurance Agent is an insurance agency located at 5509 Forester Pond Avenue, Sarasota, Florida, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life’s unexpected events. Aflac pays cash for covered accidents, positive diagnoses, and serious health events, helping to ease financial worries. Our policies also help with out-of-pocket expenses for hospital stays, deductibles, and co-pays. With Aflac Dental coverage and eye care benefits, you can keep smiling and maintain good vision health. We also offer quality products for employees at no direct cost to employers. If you're interested in becoming an Aflac insurance agent, explore the unlimited potential and flexibility that comes with this opportunity. Please note that individual and group insurance is offered by American Family Life Assurance Company, and group policies are offered by Continental American Insurance Company. Aflac Benefit Solutions administers dental and vision plans. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, and the Virgin Islands, and are offered by Continental American Insurance Company. Administrative services are not insurance and may not be available in all states. Direct to Consumer Business is underwritten by Tier One Insurance Company.
George Quarterman - State Farm Insurance Agent
Welcome 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.
RBF Retirement Solutions
RBF Retirement Solutions is a reputable insurance agency located at 3800 South Tamiami Trail in Sarasota, Florida, United States. With a focus on retirement planning and financial security, RBF offers a range of insurance products and services to help individuals and families prepare for their future. Their knowledgeable team of professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking to protect your assets, plan for retirement, or secure your financial future, RBF Retirement Solutions is committed to helping you achieve your goals.
Derek Ober - Northwestern Mutual
Derek 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.
Gulf Coast Wealth Advisors: Jeff LaBelle
Gulf 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.
The InCompass Group
The InCompass Group is a reputable finance and insurance agency located at 3277 Fruitville Road in Sarasota, Florida, United States. With a commitment to providing top-notch financial and insurance services, The InCompass Group offers personalized solutions to help clients navigate their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, insurance coverage, or other financial services, The InCompass Group has a team of experienced professionals ready to assist you every step of the way. Trust in The InCompass Group to guide you towards a secure financial future.
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