TOP 30 Financial services industry in Sarasota, Florida

69 results found

Rita Hollingsworth is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 301 North Cattlemen Road in Sarasota, Florida. As an insurance agency, Rita and her team provide personalized financial services and products to help clients protect their assets and plan for the future. With a strong commitment to customer service and a wealth of knowledge in the insurance industry, Rita Hollingsworth is a trusted partner in helping individuals and families achieve their financial goals.

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.

Professional Services Group is a leading institution located at 6831 Whitfield Industrial Avenue in Sarasota, Florida. We offer a wide range of professional services to meet the needs of businesses and individuals in the Sarasota area. Our team of experts is dedicated to providing top-notch services in areas such as consulting, finance, marketing, and human resources. With our commitment to excellence and customer satisfaction, Professional Services Group is the go-to institution for all your professional needs.

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.

John Hancock Financial Services: Smith Donald is a finance and insurance agency located at 6000 Cattleridge Drive in Sarasota, Florida, United States. With a focus on providing financial advisory services with a personal touch, we believe in helping our customers live longer, healthier, and better lives. With over 160 years of experience, we are committed to honesty, reliability, and innovation in transforming the industry. Our goal is to help partners build life insurance businesses and protect what matters most to their clients. We offer a range of products to add value to policyholders' lives and are proud to partner with Life Happens to support students in easing the financial burden of college expenses. Our John Hancock Vitality Program, in connection with policies issued by John Hancock, rewards and discounts are available to policyholders.

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.

Raymond James Financial Services is a reputable finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment management, retirement planning, wealth management, and financial advisory services. Clients can trust in the expertise and professionalism of Raymond James Financial Services to help them achieve their financial goals and secure their financial future.

Raymond James Financial Services is a finance institution located at 8307 Lockwood Ridge Road in Sarasota, Florida, United States. With a strong reputation in the financial industry, Raymond James offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to wealth management, Raymond James is dedicated to providing personalized and comprehensive financial solutions to its clients. With a team of experienced financial advisors, Raymond James is committed to helping clients navigate the complex world of finance and make informed decisions for their financial future.

Barry D Hart, CEO - Hart & Hart Financial Services is a reputable finance and insurance agency located at 2639 Fruitville Road in Sarasota, Florida, United States. With years of experience in the industry, Barry D Hart leads a team of professionals dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management, Hart & Hart Financial Services has the expertise to help you achieve your financial goals. Visit us today to learn more about our services and how we can assist you in securing your financial future.

Robert E. Messinger, CFS, CLU, ChFC, CDFA, CWS - UBS Financial Services Inc. is a renowned financial institution located at 1819 Main Street in Sarasota, Florida, United States. Specializing in a wide range of financial services, including wealth management, investment planning, and retirement solutions, our team of experts is dedicated to helping clients achieve their financial goals. With a strong focus on personalized service and tailored financial strategies, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world and achieve long-term financial success.

Merrill Lynch Financial Advisor Constantine T Quintas is located at 9128 Strada Place in Naples, Florida, United States. Their mission is to understand each client's priorities and financial goals in detail to create a customized wealth management strategy. The institution believes in using wealth to turn goals into reality, helping clients make investment decisions that align with their personal aspirations. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They have received recognition from esteemed financial industry publications, such as Forbes and Barron's, for their exemplary client service. The advisors at Merrill Lynch are committed to helping clients achieve financial success by understanding their individual needs and aspirations.

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.

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.

MortgageRight of Sarasota is a trusted finance institution located at 2912 Bee Ridge Road in Sarasota, Florida. Specializing in mortgage services, our team of experts is dedicated to helping clients secure the right mortgage for their needs. With a commitment to personalized service and a deep understanding of the local housing market, MortgageRight of Sarasota is the go-to destination for all your mortgage needs. Whether you are a first-time homebuyer or looking to refinance, our experienced staff is here to guide you through the process and ensure you make the best financial decisions for your future.

Welcome to Brett M Martinsen - Financial Advisor at Ameriprise Financial Services, LLC, located at 1819 Main Street, Sarasota, Florida. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they include planning for retirement, funding education, or making a major purchase like a second home. With personalized investment, asset allocation, and portfolio recommendations, I tailor my services to align with your individual goals and risk tolerance. Our process begins with understanding what matters most to you. We document your objectives and meet regularly to review your progress, updating your approach as life evolves. Through our secure platform, you can access your investments, track your progress, and share information with me from any device, at any time.

Welcome to Sunshine Home Remodeling & Handyman Services, your trusted partner in home improvement located at 3756 59th Avenue West, Bradenton, Florida. As a premier general contractor and home goods store, we proudly serve homeowners across Manatee and Sarasota County, including Lakewood Ranch, Bradenton, Sarasota, Venice, North Port, and Palmetto. With over 20 years of experience, we specialize in delivering reliable and cost-effective home improvement services that meet the highest standards of quality. Our extensive range of services includes flooring, tiling, painting, kitchen and bathroom remodeling, pressure washing, and paver cleaning and sealing, along with comprehensive repairs and maintenance.

Welcome to AFC Sarasota, your trusted partner in automotive finance solutions. Conveniently located at 1144 Tallevast Road, Sarasota, Florida, we specialize in providing tailored financial services to support your automotive business needs. Whether you are an independent dealer, franchise dealer, or a remarketer, our dedicated team is here to offer flexible financing options that empower your business to grow and succeed. At AFC Sarasota, we pride ourselves on our commitment to exceptional customer service and building long-lasting relationships with our clients. Our knowledgeable staff is ready to assist you with inventory financing, working capital solutions, and a range of financial products designed to fit your specific requirements. We understand the unique challenges of the automotive industry and strive to provide innovative solutions that drive your success.

Murray Insurance Agency, located at 102 East Vine Street in Kissimmee, Florida, is a reputable health insurance agency serving clients in Orlando and throughout the state of Florida. Established in 1981 by W. Edward Murray, Jr., the agency has assisted over 250,000 individuals with their health insurance needs since becoming a Contracted General Agency for Blue Cross and Blue Shield of Florida in 1983. With a focus on finding affordable solutions for personal insurance needs, Murray Insurance Agency is dedicated to building long-lasting relationships with clients based on trust and excellent service. As a family-owned business, the agency has a proven track record of adapting quickly to changes in the insurance industry to better serve their clients.

Wornicki DelVecchio Insurance, Inc. is a reputable insurance agency located at 5234 Central Avenue in St. Petersburg, Florida, United States. With decades of experience and three generations in the insurance industry, the Wornicki and DelVecchio families have joined forces to provide top-notch insurance services. Agent Adam DelVecchio, a local to St. Petersburg, is well-versed in the ins and outs of the Florida insurance market. As an independent agency, they are dedicated to serving customers in Pinellas, Hillsborough, Manatee, Sarasota, Pasco, Hernando, Sumter, Lake, Citrus, and Marion Counties. Convenient parking is available in the lighting store parking lot next door, with their consent. Whether you need assistance with auto, home, or commercial insurance, Wornicki DelVecchio Insurance, Inc. is here to help.

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.

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.

Atlas Insurance is an insurance agency located at 18245 Paulson Drive, Port Charlotte, Florida, United States. Since 1953, we have been dedicated insurance advocates focused on protecting our clients’ best interests. We offer coverage and risk management solutions for companies of all sizes, providing trusted advice and custom solutions for unique risks, assets, and lifestyles. Our experienced team in Sarasota, FL, understands the various industries and individuals we serve, offering personalized protection and affordable coverage. We believe in creating relationships, discovering individual needs, and delivering on service expectations. Our comprehensive suite of insurance solutions includes directors and officers liability insurance, general liability insurance, workers' compensation, commercial property insurance, business income insurance, and professional liability coverage. We are your claims advocates, fighting for what you deserve and providing innovative client resources to simplify the insurance process. With licenses in over 40 states, including AL, CA, FL, TX, and more, Atlas Insurance is committed to protecting our clients, serving our community, and upholding our tradition of trust, honesty, and integrity. Visit us today to learn more about how we can protect what matters most to you.

Ideal Insurance is a leading insurance agency located at 7910 North Tamiami Trail in Sarasota, Florida. Our dedicated team of professionals is committed to providing top-notch insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With years of experience in the industry, we are proud to offer reliable and affordable insurance options to protect what matters most to you. Contact Ideal Insurance today to learn more about how we can help you secure your future.

The Peeples Insurance Agency, located at 1808 Cortez Road West in Bradenton, Florida, is a trusted insurance agency with offices in Sarasota, Bradenton, and Margate, serving all of Florida. With over 40 years of experience, our team specializes in personal and commercial insurance solutions tailored to meet the unique needs of our clients. Our commitment to superior service and protection has made us a leader in the industry. Testimonials from satisfied clients speak to our dedication to providing excellent service. Whether you are in need of home, auto, or business insurance, you can trust our team to create a custom plan that works for you. Our strong relationships with insurance underwriters allow us to provide efficient service and stay up-to-date on coverage enhancements.

Jim Leavy - GEICO Insurance Agent is a trusted insurance agency located at 7406 North Tamiami Trail in Sarasota, Florida. As a GEICO Insurance Agent, Jim Leavy provides comprehensive insurance coverage for auto, home, renters, and more. With years of experience in the industry, Jim Leavy is dedicated to helping clients find the best insurance options to meet their needs and budget. Whether you are looking to protect your assets or secure your future, Jim Leavy - GEICO Insurance Agent is committed to providing excellent customer service and personalized insurance solutions. Contact them today to get a quote and start protecting what matters most to you.

Hasan Jaber, Bankers Life Agent is a reputable insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. Specializing in providing personalized insurance solutions, Hasan Jaber and his team are dedicated to helping clients protect their financial future. With a focus on customer service and expertise in the insurance industry, Hasan Jaber, Bankers Life Agent is the go-to choice for individuals and families looking for reliable insurance coverage. Contact them today to discuss your insurance needs and find the right policy for you.

Danielle Ely, Bankers Life Agent is a reputable insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. As a Bankers Life Agent, Danielle Ely provides expert guidance and personalized insurance solutions to clients looking to protect their financial future. With a commitment to excellent customer service and a deep understanding of the insurance industry, Danielle Ely is dedicated to helping individuals and families find the right insurance coverage to meet their needs. Contact Danielle Ely, Bankers Life Agent today for a consultation and start securing your financial well-being.

Renee Aiezza, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. Specializing in Bankers Life insurance products, Renee Aiezza offers personalized and comprehensive insurance solutions to meet the unique needs of each client. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Renee Aiezza, Bankers Life Agent is dedicated to helping individuals and families protect their financial future. Contact us today to learn more about our insurance offerings and how we can assist you in securing the coverage you need.

Myesha Anderson, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida. As a licensed agent with Bankers Life, Myesha is dedicated to helping individuals and families protect their financial futures through a range of insurance products and services. With a focus on personalized attention and expert guidance, Myesha Anderson is committed to providing the best possible insurance solutions for her clients. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Myesha Anderson, Bankers Life Agent is here to help you navigate the complexities of the insurance industry and find the right coverage for your needs.

Chancellor Insurance LLC is an insurance agency located at 2268 Gulf Gate Drive in Sarasota, Florida, United States. As a part of the Wichert Insurance family, Chancellor Insurance offers a wide range of personal, business insurance, and employee benefits services to clients in Ohio, Pennsylvania, and Florida. With a focus on providing unparalleled service and a comprehensive selection of insurance options, Chancellor Insurance works with major insurers to ensure clients receive the best value and coverage for their needs. Specializing in working with public entities, architects, engineers, towing operations, social service agencies, non-profits, and employee benefits, Chancellor Insurance has a team of experts dedicated to helping clients navigate their insurance needs. Whether it's reviewing personal insurance coverage to keep up with life changes or providing financial advice and investment options, Chancellor Insurance is committed to serving its clients' best interests.