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TOP 30 Financial market insights in Sarasota, FL
6 results found
A convenient service for searching for businesses, places and services
Retallick Financial Group
Retallick Financial Group, located at 1990 Main Street in Sarasota, Florida, is a finance institution dedicated to helping clients achieve their long-term financial goals through insurance products. Led by Don Retallick, the team at Retallick Financial Group believes in honesty, integrity, and a commitment to simplifying the complexities of retirement planning in today's volatile climate. Their seminars, held at upscale restaurants, offer gourmet meals alongside informational presentations on retirement strategies and market insights. Retallick Financial Group prioritizes protecting clients' principal, providing a reasonable rate of return, and keeping financial plans simple.
Merrill Lynch Financial Advisor David M Gregg
Merrill Lynch Financial Advisor David M Gregg is a finance institution located at 1819 Main Street, Sarasota, Florida, United States. David has been with Merrill Lynch Wealth Management since 1993, bringing 30 years of investment experience to his clients. He works closely with Merrill’s top analysts and strategists, as well as Bank of America, to provide personalized attention and customized investment recommendations to address all aspects of his clients’ financial lives. David primarily works with retired or soon-to-be retired clients to help them achieve their financial goals. He holds a Bachelor of Science degree in Business Administration with a focus in Economics and Finance. David is community-minded and has served on the board of the YMCA and volunteered at Mote Marine Laboratories. He is passionate about scuba diving, boating, travel, ballet, and opera. At Merrill Lynch Wealth Management, David and his team focus on building strong client relationships based on trust and personalized service. They work with clients to identify and prioritize their goals, offering personalized financial plans centered on what matters most to each individual. By utilizing the Investment Personality Assessment, they gain a deeper understanding of each client's investing preferences to customize a financial approach that aligns with their goals and priorities.
Vincent Dotterweich - Financial Advisor, Ameriprise Financial Services, LLC
Vincent Dotterweich is a financial advisor at Ameriprise Financial Services, LLC located at 1819 Main Street in Sarasota, Florida. If you are interested in scheduling a complimentary initial consultation or have any questions, feel free to get in touch. Vincent Dotterweich offers expertise in financial planning concepts and can provide insights into the current market trends and stock prices. As a registered investment adviser, Ameriprise Financial Services, LLC offers investment products and services to help clients achieve their financial goals. Vincent Dotterweich is registered to conduct securities business in certain states, so please refer to FINRA's BrokerCheck website for more information.
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.
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.
Day Hagan Asset Management
Day Hagan Asset Management is a finance institution located at 1000 South Tamiami Trail in Sarasota, Florida, United States. They offer a quantitative, scientific, unemotional, and model-based approach to the markets, aiming to provide better risk-adjusted returns. The institution provides services such as Third-Party Advisory investment management for brokers/dealers, RIAs, non-profit organizations, corporate pension services, and other institutional organizations. Their investment process focuses on tactical asset management, actively managing portfolios to reduce portfolio risk. They offer various portfolios including Day Hagan/Ned Davis Research Smart Sector Balanced Portfolios, International, Fixed Income, and more. The institution provides market research, investing insights, market commentary, and analysis across U.S. equity asset classes, global regions, fixed-income sectors, and comprehensive investment strategies.
List of businesses, places and services in Florida
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