TOP 30 Financial organization in Sarasota, Florida

45 results found

Arizona College of Nursing - Sarasota is a health university located at 8043 Cooper Creek Boulevard in Florida, United States. Our dedicated Admissions and Financial Aid team is available to assist with enrollment, scholarships, and financing options. From orientation to graduation, we provide support every step of the way to help individuals enhance their lives through education. The institution offers up to $5,000 scholarships at the Sarasota campus. Our BSN program is accredited by the Commission on Collegiate Nursing Education, ensuring quality education for aspiring nurses. The program in Sarasota combines classroom teaching, hands-on simulations, and real-world healthcare training to equip students with the necessary skills. With expert training and a practical curriculum, our nursing school prepares students for successful careers as registered nurses.

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.

Magnuson Financial, located at 3900 Clark Road in Sarasota, Florida, is a finance institution with a seasoned team dedicated to helping you pursue your financial goals and objectives. With years of experience in the financial services industry, we offer customized strategies and objective advice tailored to your needs. Our consultative approach is personal and focused on you, ensuring that we can help you reach your end goals. Whether you are an individual, organization, business owner, or entrepreneur, we have the expertise and resources to support you in establishing and overseeing a variety of financial plans. We understand the unique challenges that women face and are committed to helping you navigate them. Our goal is to nurture your wealth so you can live a longer, better life, while delivering strategic solutions to support your foundation's mission. At Magnuson Financial, we believe that happiness lies in the joy of achievement and creative effort, and we are dedicated to exceeding your expectations in all aspects of your financial affairs. Please note that Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Visit https://brokercheck.finra.org for more information.

Sarasota CPA Accounting Firm - Michael Jakusovas is a reputable institution located at 2831 Ringling Boulevard in Sarasota, Florida, United States. With over 30 years of experience, Jakusovas & Company offers proactive accounting and tax services including bookkeeping, tax preparation, tax planning, financial statement audits, and small business consulting. As a full service Certified Public Accounting firm, they provide expert financial advice and support to individuals and businesses in the Sarasota area. Trust Jakusovas & Company for all your accounting and finance needs.

Stearns 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.

The Bank of America Financial Center located at 3600 Bee Ridge Road in Sarasota, Florida, is a leading financial institution offering a wide range of banking and financial services. Whether you're looking to open a checking or savings account, apply for a mortgage, or invest in the stock market, our knowledgeable staff is here to help you achieve your financial goals. With a commitment to customer service and financial expertise, Bank of America is a trusted name in the banking industry. Visit our Sarasota location today to experience the convenience and reliability of banking with Bank of America.

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.

The 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.

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.

Ric Coffey - State Farm Insurance Agent is a trusted insurance agency located at 8075 South Beneva Road in Sarasota, Florida. Serving Sarasota & Manatee Counties since 1985, Ric Coffey has been voted Preferred Local Insurance Agent multiple times. They are strong supporters of local charitable organizations, youth, and area schools. The team at Ric Coffey State Farm is dedicated to providing excellent customer service to help clients manage risks, recover from the unexpected, and realize their dreams. With a team of experienced professionals, including Christine, Donna, Jen, Julie, Laurie, Margaret, Misael, Terri, and Ric, they are committed to meeting all of your Insurance and Financial Service's needs. For more information, visit their website or call (941) 924-2808. Securities distributed by State Farm VP Management Corp. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products offered by U.S. Bank National Association. The creditor and issuer of the credit card is U.S. Bank National Association. Rocket Mortgage, LLC is also available for mortgage services. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Please consult a tax or legal advisor for personalized advice.

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.

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.

The St. Vincent de Paul Society is a charitable organization located at 2711 Mall Drive in Sarasota, Florida. This store offers a wide variety of items for sale, including clothing, household goods, and furniture, all at affordable prices. The proceeds from sales go towards supporting the society's mission of providing assistance to those in need in the local community. Customers can shop for a cause and help make a difference in the lives of others while finding great deals on quality items. Visit the St. Vincent de Paul Society store today and discover the joy of giving back through shopping.

Bay Area Legal Services is a non-profit organization located at 7340 Little Road in New Port Richey, Florida, dedicated to providing legal assistance to low-income individuals and families in the Tampa Bay area. Our team of experienced attorneys and volunteers work tirelessly to ensure that everyone has access to justice, regardless of their financial situation. We specialize in a variety of legal areas, including family law, housing issues, consumer rights, and more. Our Low-Income Taxpayer Clinics have helped secure over $6.7 million in refunds for low-income taxpayers nationwide, while our work with survivors of Military Sexual Trauma (MST) has brought much-needed support to those who have suffered.

Dennis Hernandez & Associates, PA is a prestigious law firm located at 2445 Fruitville Road in Sarasota, Florida, United States. With the increasing number of vehicles on Florida's roads, the firm specializes in handling car accident cases, providing legal representation to victims of injury crashes. With close to 6,500 car accidents occurring in Sarasota County each year, including over 2,500 injury crashes, the experienced attorneys at Dennis Hernandez & Associates are dedicated to helping victims hold negligent parties accountable and secure the compensation they deserve. The firm understands the physical, emotional, and financial hardships that come with being involved in a car accident, and they work tirelessly to ensure that their clients receive fair and just settlements.

Bay Area Legal Services is a non-profit organization located at 201 14th Avenue Southeast in Ruskin, Florida, United States. We provide legal assistance to low-income individuals and families in need, with a focus on areas such as family law, housing, consumer rights, and more. Our dedicated team of attorneys and volunteers work tirelessly to ensure that everyone has access to justice, regardless of their financial situation. Thanks to the support of our generous donors, volunteers, and community partners, we were able to help thousands of clients with their civil legal needs last year. If you live or have a case in Hillsborough, Pasco, Pinellas, Manatee, or Sarasota counties, we may be able to assist you. Contact us today to see how we can help you navigate the legal system and protect your rights.

Bay Area Legal Services, located at 701 Tillman Place in Plant City, Florida, is a nonprofit organization dedicated to providing legal assistance to low-income individuals in the Bay Area. With a focus on helping those in need, the institution has successfully secured over $6.7 million in refunds for low-income taxpayers through its Low-Income Taxpayer Clinics. Additionally, Bay Area Legal Services offers support to victims of Military Sexual Trauma, a prevalent issue affecting many within the VA healthcare system. Thanks to the generosity of donors, volunteers, and community partners, the institution was able to assist thousands of clients with civil legal needs last year. If you reside in Hillsborough, Pasco, Pinellas, Manatee, or Sarasota counties, Bay Area Legal Services may be able to provide the legal help you need. Visit their website to view the full report and see a list of their 2022 supporters.

The Law Offices of Benjamin "Skip" Martin, located at 3131 South Tamiami Trail in Sarasota, Florida, offers legal services in the areas of Bankruptcy Law and Immigration Law. With over 30 years of experience, Benjamin "Skip" Martin has represented both debtors and creditors in bankruptcy cases, including business bankruptcies and over 3,000 personal bankruptcies. Bankruptcy can provide individuals overwhelmed by debt with a fresh start towards a stable financial future. By utilizing the free bankruptcy evaluation tool on their website, clients can determine if bankruptcy is the right solution for their financial stress, and which bankruptcy approach is best suited for their situation.

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.

Rivendell Associates is a prestigious institution located at 1235 Sarasota Center Boulevard in Sarasota, Florida, United States. Known for its commitment to excellence, Rivendell Associates offers a wide range of services and programs to meet the needs of its clients. Whether you are seeking professional development opportunities, consulting services, or expert guidance in a specific field, Rivendell Associates has the resources and expertise to help you succeed. With a dedicated team of experienced professionals, state-of-the-art facilities, and a reputation for delivering exceptional results, Rivendell Associates is the go-to institution for individuals and organizations looking to achieve their goals and reach their full potential.

Plancorp, LLC, located at 5114 Station Way in Sarasota, Florida, offers a holistic and proactive approach to managing your entire financial plan to achieve life’s goals. Specializing in bespoke services for ultra-high-net-worth families, multi-generational financial planning, and managing company 401(k) or Cash Balance plans with minimal fees. They also help create succession plans, offer financial planning and investment management for nonprofits, endowments, and organizations, empower women through education, and provide tailored wealth management plans. Plancorp focuses on complex financial needs and offers personalized recommendations through a free financial analysis tool. They provide expertise on estate planning, equity compensation, retirement planning, college savings, marriage finances, business exit strategies, divorce planning, sudden wealth management, and more. Plancorp is CEFEX-certified, ensuring the highest fiduciary standards for client trust and best interest. With over 40 years of experience, Plancorp's team of experts offer real-life knowledge to help clients achieve their financial goals. Contact them today to schedule a call with a wealth manager and start making the most of your wealth.

Crimson 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.

Peter G Magnuson is a finance institution located in Sarasota, Florida, United States. With years of experience in the financial services industry, our seasoned team is dedicated to helping you pursue your financial goals and objectives. We offer customized strategies and objective advice tailored to your needs, whether you are an individual, organization, business owner, or entrepreneur. Our consultative approach is personal and distinctive, focusing on nurturing wealth, establishing and overseeing plans, understanding challenges, delivering strategic solutions, and providing unique solutions for various financial needs. We believe that happiness lies not just in the possession of money, but in the joy of achievement and creative effort. Our Registered Representatives are available to discuss and transact securities business with residents in states where they are registered. Visit https://brokercheck.finra.org for more information.

Raleigh and Associates is a finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Our mission is to simplify and organize the finances of a select group of individuals and families. We are dedicated to helping you achieve all of your financial objectives prudently and thoughtfully. Our experienced team is committed to providing personalized financial solutions tailored to your unique needs and goals. Trust Raleigh and Associates to guide you towards a secure and prosperous financial future.

Williams Parker Attorneys at Law, located at 7500 Island Cove Terrace in Lakewood Ranch, Florida, is a prestigious law firm with deep roots in the Sarasota community. Established in 1925, our team of experienced lawyers offers a wide range of legal services, including trusts and estates, real estate, business and tax law, labor and employment law, probate and civil litigation, health law, and intellectual property law. With over 95 years of experience, our firm has built a reputation for excellence and is recognized in various publications and rankings. We are proud to serve Southwest Florida, including Sarasota and Manatee counties, and have an international reach through our membership in Ally Law. Our diverse client base includes businesses, high-net-worth individuals, healthcare institutions, government entities, and nonprofits. At Williams Parker, we are committed to providing top-tier legal services and contributing to the long-term prosperity of our community.

Wealth Law Group is a renowned legal institution located at 1348 Fruitville Road in Sarasota, Florida, United States. Specializing in wealth management and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to help clients protect and grow their assets. Whether you need assistance with creating a comprehensive estate plan, navigating complex tax laws, or managing your investments, Wealth Law Group is here to guide you every step of the way. Trust us to help you secure a prosperous financial future for you and your loved ones.

The Bank of America ATM (Drive-thru) located at 11200 Florida 64 in Bradenton, Florida, United States, offers convenient banking services to help you achieve your financial goals. By providing your mobile number, you can receive text messages about your account. The ATM is equipped with advanced technology, including Apple and Android compatibility. Whether you need to make a deposit, withdrawal, or speak with a specialist, our financial center with walk-up ATM in Bradenton is here to assist you. Our dedicated business tellers are available to help with business transactions. You can also schedule an appointment to discuss your financial goals at a time and location that suits you. With our mobile banking app, you can securely manage your bills and payments in one place. Bank of America is committed to the community of Sarasota-Manatee, with a focus on helping individuals and businesses succeed. Securities products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser. Trust and fiduciary services are offered by Bank of America, N.A. and U.S. Trust Company of Delaware. Insurance products are available through Merrill Lynch Life Agency Inc. and Banc of America Insurance Services, Inc. Banking and credit services are provided by Bank of America, N.A. Member FDIC and equal housing lender. Visit our location or website to learn more about the services we offer.

Baird Private Wealth Management is a prestigious finance institution located at Two North Tamiami Trail in Sarasota, Florida, United States. They offer tailored financial solutions to high-net-worth individuals, families, and organizations, helping them achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to personalized service, Baird Private Wealth Management is dedicated to providing top-notch wealth management services to their clients.

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.

John Michael Smith CPA- Retired is a place of worship located at 3260 Fruitville Road in Sarasota, Florida, United States. This institution is dedicated to providing spiritual guidance and support to its members, as well as fostering a sense of community and connection. Led by the retired CPA John Michael Smith, this place of worship offers a welcoming and inclusive environment for individuals seeking spiritual growth and fellowship. Join us for services, events, and opportunities for personal and collective reflection and growth.