The 30 Best Financial resources in Sarasota, Florida
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PNC Financial Services Group
PNC Financial Services Group is a leading financial institution located at 1549 Ringling Boulevard in Sarasota, Florida, United States. As a provider of ATM and finance services, PNC offers a wide range of banking solutions to meet the needs of individuals and businesses. With a strong reputation for customer service and financial expertise, PNC is a trusted partner for all your financial needs.
State College of Florida, Manatee-Sarasota (Venice)
State College of Florida, Manatee-Sarasota (Venice) is a diverse institution located at 8000 South Tamiami Trail in Venice, Florida. As a school and university, SCF offers a wide range of programs including associate and bachelor’s degrees, workforce certificates, non-credit classes, and professional development opportunities. The institution prides itself on meeting students where they are and providing the necessary tools for success in today's world and beyond. SCF offers for-credit certificates that apply to corresponding A.S. degrees, as well as Associate in Science Degree and Certificate Programs that focus on practical training and critical thinking skills. Whether students are looking to enter the workforce or transfer to a university, SCF provides a full college experience at a great value. Additionally, the institution offers online classes, workforce certificates, and signature programs like accelerated dual enrollment and SCF Honors.
University of South Florida Sarasota-Manatee Campus
The University of South Florida Sarasota-Manatee Campus is a prestigious institution located at 8350 North Tamiami Trail in Sarasota, Florida, United States. As a branch of the renowned University of South Florida system, this campus offers a wide range of academic programs and resources for students seeking a quality education. With a focus on innovation, research, and community engagement, the University of South Florida Sarasota-Manatee Campus provides a supportive and enriching environment for students to thrive and succeed in their academic pursuits.
Sarasota Medical Pregnancy Center
Sarasota Medical Pregnancy Center, located at 1762 Hawthorne Street in Sarasota, Florida, is a health institution dedicated to providing cost-free, compassionate, and confidential care for both prepared and unprepared pregnancies. Services offered include free pregnancy tests, STD/STI testing, parenting education and coaching for both mothers and fathers, behavioral health services, women's wellness programs, and more. The center aims to support women from pregnancy tests to their baby's first birthday, offering a variety of resources and support. Men's coaches are also available to provide encouragement and education, both in-person and virtually. The center does not perform or refer for abortions and does not financially benefit from visits. Testimonials from clients highlight the helpful and supportive nature of the staff and resources provided. Whether you are facing a missed period or seeking post-natal support, Sarasota Medical Pregnancy Center is there to help. Contact them to learn more about their services and see if you qualify for care.
Executive Resource Insurance Network, Inc.
Executive Resource Insurance Network, Inc. is a local insurance agency located at 6003 Honore Avenue in Sarasota, Florida. Specializing in health and life insurance, our professional staff is dedicated to helping you find the right insurance solutions for your individual needs. With years of experience and a deep understanding of the industry, we offer a wide range of products including health insurance, Medicare eligible health insurance, life insurance, long-term care, and annuities. We also provide supplemental products such as dental, critical illness, accident, cancer, and Guaranteed Issue plans. For businesses, we offer affordable solutions for work sites including disability income, workmen's compensation, managed 401k's, group health/life insurance, and complex buy/sell agreements. Our goal is to empower consumers to make informed decisions about their insurance needs without any pressure to purchase. We are not affiliated with Medicare, Medicaid, or the Federal government. Contact us for a consultation at no charge and let us help you find the insurance plan that best fits your needs.
Kathryn M Cancer Center Of Sarasota
The Kathryn M Cancer Center of Sarasota is a leading medical facility located at 4351 Cortez Road West in Bradenton, Florida. Specializing in cancer treatment and care, this center is dedicated to providing top-notch medical services to patients in need. With a team of highly skilled doctors and healthcare professionals, the center offers comprehensive care and support to those battling cancer. Patients can expect personalized treatment plans, state-of-the-art technology, and a compassionate approach to care. The Kathryn M Cancer Center of Sarasota is committed to helping patients fight cancer and improve their quality of life.
Merrill Lynch Financial Advisor John Jones
Merrill Lynch Financial Advisor John Jones, located at 1819 Main Street in Sarasota, Florida, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals. With access to the resources of Merrill and Bank of America, John Jones and his team offer personalized wealth management services to help clients pursue their financial aspirations. By conducting a Personal Wealth Analysis and utilizing the Investment Personality Assessment, they aim to understand clients' needs and preferences to create a customized financial approach. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, John Jones works closely with clients to develop a plan that aligns with their life priorities. Through ongoing communication and adjustments to the financial approach, clients can stay on track to achieve their goals. With a focus on building strong client relationships based on trust and personalized service, John Jones strives to help clients navigate the complexities of their financial lives and make informed decisions. As a Sports & Entertainment Accredited Wealth Management Advisor™, John Jones is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life.
TIAA Financial Services
TIAA 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.
LPF Financial Advisors
LPF Financial Advisors is a leading finance institution located at 2601 Cattlemen Road in Sarasota, Florida, United States. With a team of experienced financial advisors, LPF provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, LPF Financial Advisors is dedicated to providing expert advice and guidance every step of the way. Visit us today to learn more about how we can help you secure your financial future.
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.
Magnuson Financial
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.
Path Financial LLC
Path Financial LLC is a finance institution located at 1990 Main Street in Sarasota, Florida, United States. We specialize in providing comprehensive financial planning and investment management services to individuals and businesses. Our team of experienced financial advisors is dedicated to helping our clients navigate the complex world of finance and achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Path Financial LLC is here to guide you on the path to financial success.
Merrill Lynch Financial Advisor Christopher M. Caledonia
Merrill Lynch Financial Advisor Christopher M. Caledonia is a finance institution located at 1819 Main Street, Sarasota, Florida, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. They prioritize one-on-one conversations to truly get to know you and your family's needs. With recognition from prestigious financial industry publications, the advisors at Merrill Lynch are committed to providing exemplary client service. Supported by the global resources of Merrill Lynch, the team is made up of experienced individuals who focus on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, managing investments, or creating a legacy, Merrill Lynch Wealth Management can help you navigate the complexities of the financial world.
Edward Jones - Financial Advisor: Greg Mills, CFP®
Edward Jones - Financial Advisor: Greg Mills, CFP®, is a trusted financial institution located at 5250 17th Street in Sarasota, Florida. As a Certified Financial Planner, Greg Mills offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are looking to plan for retirement, save for education, or build wealth, Greg Mills and his team are dedicated to providing expert guidance and support every step of the way. Visit Edward Jones today to start planning for a brighter financial future.
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.
The McDonald Cox Group - UBS Financial Services Inc.
The McDonald Cox Group - UBS Financial Services Inc. is a reputable financial institution located at 1819 Main Street in Sarasota, Florida, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and expertise to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The McDonald Cox Group - UBS Financial Services Inc. is committed to helping you make sound financial decisions.
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.
Merrill Lynch Financial Advisor Rees Mason
Merrill Lynch Financial Advisor Rees Mason, located at 9128 Strada Place in Naples, Florida, is dedicated to understanding your priorities and helping you achieve your financial goals. Our team of experienced professionals will work with you to design, implement, and review a personalized wealth management strategy that aligns with your objectives while managing investment risk. We believe in taking a comprehensive approach to financial planning, considering your unique circumstances, goals, and values. Our one-on-one collaboration allows us to develop a tailored financial strategy that meets your needs and helps you turn your goals into reality.
Florida Department of Revenue - Sarasota Taxpayer Service Center
The Florida Department of Revenue - Sarasota Taxpayer Service Center is a local government office located at 100 Paramount Drive in Sarasota, Florida. This institution specializes in accounting and finance services for taxpayers in the Sarasota area. Whether you need assistance with tax filing, payment processing, or general financial inquiries, the knowledgeable staff at the Sarasota Taxpayer Service Center is available to help. Visit the center for expert guidance and support with all your tax-related needs.
Home Sarasota
Home Sarasota is a premier institution located at 2260 Ringling Boulevard in Sarasota, Florida. We offer a wide range of services and programs to cater to the needs of our community. Our facility is dedicated to providing a warm and welcoming environment for individuals and families seeking assistance and support. Whether you are in need of housing assistance, counseling services, or community resources, Home Sarasota is here to help. Our dedicated staff is committed to providing compassionate care and guidance to those in need. Visit us today to learn more about how we can assist you on your journey to a better tomorrow.
GTE Financial Credit Union
GTE Financial Credit Union is a trusted financial institution located at 3510 Fruitville Road in Sarasota, Florida, United States. As a credit union, they offer a wide range of financial services including banking, loans, insurance, and investment options. Whether you need an ATM for quick cash withdrawals or expert advice on managing your finances, GTE Financial Credit Union is here to help you achieve your financial goals. Visit them today to experience personalized service and competitive rates.
Cancer Resource Network
Welcome to Cancer Resource Network, your dedicated guide to navigating the wealth of cancer resources available in the Florida Suncoast area. Located at 3562 S Osprey Ave # C, Sarasota, FL 34239, we proudly serve the residents of Manatee, Sarasota, Charlotte, and Desoto Counties. Our mission is to empower cancer fighters and their caregivers by connecting them with local services and raising awareness about the comprehensive support network available in our community. Since our formal establishment in 2015, Cancer Resource Network has been committed to linking individuals with top surgeons, oncologists, hospitals, and support organizations. Our website provides direct access to our members’ individual websites, offering a seamless connection to hospitals, treatment centers, cancer boutiques, research facilities, and organizations offering emotional and financial support.
Olympus Financial
Welcome to Olympus Financial, your trusted partner in financial success, located conveniently at 8051 North Tamiami Trail, Sarasota, Florida. At Olympus Financial, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals offers a comprehensive range of services, including financial planning, investment management, retirement planning, and wealth management. We pride ourselves on our client-focused approach, ensuring that your financial goals are our top priority. Whether you're planning for the future, managing assets, or seeking advice on financial strategies, Olympus Financial is here to guide you every step of the way. Visit us today and discover how we can help you achieve financial peace of mind and prosperity. Trust Olympus Financial to elevate your financial journey.
Americas Wellness Group - Weight Loss Center Sarasota, FL
Welcome to America's Wellness Group - Weight Loss Center in Sarasota, FL, your premier destination for effective weight loss management. Conveniently located at 7614 Lockwood Ridge Rd, Sarasota, FL 34243, we specialize in providing a comprehensive in-clinic approach to help you achieve your health goals. At America's Wellness Group, we understand the challenges of weight loss and the impact of everyday stresses and poor eating habits. Our expert team is dedicated to guiding you through a personalized weight loss journey, combining professional consultations with FDA-approved medications such as Wegovy, Ozempic, and Mounjaro. These groundbreaking treatments, proven in clinical trials, offer significant weight loss results—helping patients lose an average of 15% to 30% of their body weight.
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.
The Academy at Glengary
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.
School
Our school, located at 4748 South Beneva Road in Sarasota, Florida, is a place where students come to learn, grow, and thrive. We offer a diverse range of academic programs and extracurricular activities to cater to the individual needs and interests of our students. Our dedicated faculty and staff are committed to providing a safe and nurturing environment where students can reach their full potential. Whether it's in the classroom, on the playing field, or in the community, our school is dedicated to preparing students for success in the future. Join us and become a part of our school community today!
Suncoast Technical College
Suncoast Technical College is a renowned school located at 4748 South Beneva Road in Sarasota, Florida, United States. With a strong focus on technical education and vocational training, the institution offers a wide range of programs and courses to help students develop practical skills and prepare for successful careers in various industries. The campus is equipped with state-of-the-art facilities and experienced instructors who are dedicated to helping students achieve their goals. Whether you are looking to start a new career or enhance your existing skills, Suncoast Technical College provides the resources and support you need to succeed.
Booker High School
Booker High School, located at 3201 North Orange Avenue in Sarasota, Florida, is a vibrant secondary school dedicated to providing a dynamic and engaging learning environment for its students. The institution offers a wide range of academic programs and extracurricular activities to help students excel and reach their full potential. Booker High School is committed to ensuring that all students graduate college or career ready, and has established the Booker Promise program in partnership with The Community Foundation of Sarasota and Take Stock in Children to provide financial support for eligible students. The school is proud of its students who have defied statistics and achieved great success, and is dedicated to helping all students pursue their dreams and change the trajectory of their lives. Additionally, Booker High School is excited to offer opportunities for promising young men and women to attend prestigious service academies, as well as engaging activities like the THIS BOOK IS COOL! summer book adventure for incoming Pre-K through 3rd grade families. The school community is proud of its dedicated staff members, such as Stacy Lahdenpera, who was recently selected as the district's overall School-Related Employee of the Year. With a focus on academic excellence and student success, Booker High School is a place where students can thrive and grow.
Larry Thompson Academic Center
The Larry Thompson Academic Center is a prestigious school located at 2700 North Tamiami Trail in Sarasota, Florida, United States. The institution is dedicated to providing high-quality education and fostering a supportive learning environment for students. With a focus on academic excellence and personal growth, the Larry Thompson Academic Center offers a wide range of programs and resources to help students succeed. From dedicated faculty to state-of-the-art facilities, the institution is committed to preparing students for future success in their academic and professional endeavors.
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