TOP 30 Financial services offered in Osprey, Florida

Frank A Planes is a highly experienced financial advisor at Ameriprise Financial Services, LLC located in Sarasota, Florida. With a focus on providing personalized financial planning and investment strategies, Frank helps clients navigate the complexities of their financial goals. Whether clients are planning for retirement, saving for education, or building wealth, Frank offers comprehensive guidance and support. With a commitment to integrity and professionalism, Frank A Planes is dedicated to helping clients achieve financial success and security.

Osprey Crossings is a prestigious educational institution located at 1 Betty Holzendorf Drive in Jacksonville, Florida, United States. As a university, Osprey Crossings offers a wide range of academic programs and resources to help students achieve their academic and career goals. With a dedicated faculty and staff, state-of-the-art facilities, and a vibrant campus community, Osprey Crossings provides a supportive and enriching environment for students to learn and grow. Whether you are pursuing a degree in business, education, or the arts, Osprey Crossings is committed to helping you succeed and reach your full potential. Come join us at Osprey Crossings and embark on a journey towards a brighter future.

Tax Center: Income Tax and Accounting Services is a reputable institution located at 249 Nokomis Avenue South in Venice, Florida, United States. Specializing in accounting and finance, our team of experts is dedicated to helping clients save on taxes, avoid costly mistakes, and optimize their financial situation. Whether you are an individual or a business, our services can provide immediate benefits and valuable expertise in tax practices. At Tax Center, we offer a wide range of services including estimating federal income tax withholdings, determining required minimum distributions, and assisting with Form 1095-A online. Our goal is to provide reliable answers, professional advice, and personal support to all of our clients in Venice and Osprey, Florida. Contact us today to learn how we can help you with your accounting and tax needs.

Regal Financial Group is a renowned finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. With a reputation for excellence in financial services, Regal Financial Group offers a wide range of financial solutions tailored to meet the needs of individuals and businesses. Their team of experienced professionals provides expert advice and personalized strategies to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth preservation, Regal Financial Group is dedicated to providing top-notch services to help you secure your financial future.

The Osprey Group - Morgan Stanley is a prestigious finance institution located at 777 South Flagler Drive in West Palm Beach, Florida, United States. As a part of the renowned Morgan Stanley brand, The Osprey Group offers a wide range of financial services including wealth management, investment banking, and advisory services. With a team of experienced professionals and a commitment to excellence, The Osprey Group is dedicated to helping clients achieve their financial goals and secure their future. Visit us today to experience top-notch financial expertise and personalized service.

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 6151 Lake Osprey Drive in Sarasota, Florida, United States. They offer a wide range of financial services including investment advice, retirement planning, wealth management, and more. With a commitment to providing personalized service and tailored solutions, Raymond James Financial Services is dedicated to helping clients achieve their financial goals. Their team of experienced professionals strive to provide expert guidance and support to help clients navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Blake G Lynn is a trusted financial institution located at 456 South Tamiami Trail in Osprey, Florida, United States. As a dedicated finance professional, Blake G Lynn offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Blake G Lynn can provide expert guidance and tailored solutions to meet your needs. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Blake G Lynn is the go-to destination for all your financial planning needs.

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®.

Raymond James Financial Services is a reputable finance institution located at 418 South Tamiami Trail in Osprey, Florida, United States. With a strong commitment to providing personalized financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced financial advisors is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Raymond James Financial Services is here to help you every step of the way.

Tax Center: Income Tax and Accounting Services is a reputable institution located at 460 South Tamiami Trail, Osprey, Florida, United States. Specializing in accounting and finance, we offer a range of services to help individuals and businesses with their tax and financial needs. Our team of experts can assist you in saving on taxes, avoiding costly mistakes, and freeing up your valuable time. With years of experience in the field, we have developed a deep understanding of accounting and tax practices that can benefit anyone. At Tax Center, we provide services such as estimating federal income tax withholdings, determining required minimum distributions, and helping you find important tax forms online. We are committed to offering reliable answers, professional advice, and personal support to all our clients. Whether you are an individual or a business, we have the expertise to meet your specific needs. Visit Tax Center in Venice & Osprey, Florida today for all your accounting and tax requirements.

Priority Tax Services of Srq is a trusted tax preparation company located at 418 South Tamiami Trail in Osprey, Florida. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses in the United States. Our goal is to provide accurate and efficient tax solutions to help our clients maximize their returns and minimize their liabilities. Whether you need help with tax planning, filing, or representation, our dedicated team is here to assist you every step of the way. Visit us today to experience the difference that Priority Tax Services of Srq can make in your financial future.

The United States Postal Service is a finance and post office institution located at 333 South Tamiami Trail in Osprey, Florida. As a vital part of the nation's infrastructure, the USPS provides reliable and efficient mail delivery services to individuals and businesses across the country. With a long history of serving the American public, the USPS is committed to delivering mail promptly and securely, while also offering a range of financial services to meet the needs of its customers. Whether sending letters, packages, or conducting financial transactions, the United States Postal Service is a trusted and essential institution in the community.

The University of North Florida, located at 1 UNF Drive in Jacksonville, Florida, is a nationally ranked university dedicated to student success. With small class sizes and personalized attention, students have numerous opportunities for real-world experience, strong job placement, and a vibrant student life. The campus is just minutes from the beach, offering a picturesque setting for academic and extracurricular activities. UNF is home to Division I athletics and a welcoming community, making it a unique and enriching place to learn and grow. Join the Osprey family today and discover all that UNF has to offer. Explore free expression on campus, learn about relevant laws and policies, and access resources for the Osprey community. If you have accessibility needs, visit our website accessibility page for assistance.

Welcome to Craig Holloway - State Farm Insurance Agent, located at 1695 U.S. 41 Bypass South in Venice, Florida. We are a full-service insurance agency serving the entire state of Florida, with a focus on the communities of Venice, North Port, Port Charlotte, Englewood, Nokomis, Osprey, Sarasota, and Wellen Park. Our services include Auto insurance, Home insurance, Renters insurance, Life insurance, Health insurance, Business insurance, and more. As a Florida native with over 36 years of experience with State Farm, I am passionate about providing personalized service and meeting the needs of our customers. My team and I are dedicated to exceeding your expectations and building lasting relationships with our clients. We believe in the value of working with a local agent who understands your unique needs and can provide tailored solutions.

The Adams Agency is a reputable insurance agency located at 6263 Lake Osprey Drive in Lakewood Ranch, Florida, United States. With a strong commitment to providing top-notch insurance solutions, our team of experienced agents is dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, we strive to offer personalized service and tailored coverage options to meet your unique needs. Trust The Adams Agency to be your partner in safeguarding your assets and securing peace of mind for the future.

Farmers Insurance - Nicole Adams is an insurance agency located at 6263 Lake Osprey Drive in Lakewood Ranch, Florida. As a local Farmers® agent, Nicole Adams helps customers identify the insurance coverage that best fits their needs. With over 15 years of experience in Florida, Nicole can assist with a variety of insurance options including Auto, Home, Renters, Recreational Vehicles, Life, and Business insurance. The agency offers personalized service to make sure clients are well-informed about their coverage choices. Whether you need comprehensive coverage, collision coverage, or have questions about deductibles and medical payments, Nicole and her team are here to help. They also offer online quotes and discounts to help clients save money on their insurance policies. In addition to personal insurance, Farmers Insurance - Nicole Adams provides coverage for small businesses, condos, and rental properties. Nicole can help create a financial plan to secure your future and protect your assets. For added protection, they offer Personal Umbrella insurance policies above and beyond standard liability coverage. Farmers Insurance - Nicole Adams is affiliated with several specific insurers, including Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company. Contact Nicole Adams today for all your insurance needs.

Presto! ATM at Publix Super Market is a convenient and reliable financial institution located at 3825 South Osprey Avenue in Sarasota, Florida. As an ATM service provider, it offers quick and easy access to cash withdrawals and account balance inquiries for customers on the go. Whether you're shopping at Publix or just passing by, Presto! ATM provides a secure and efficient way to manage your finances.

Galarza Law, PA is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in Family Law, Trusts and Estates, and Bankruptcy, our experienced team offers a wide range of legal services to address various issues that may arise in your life. With our founder boasting 37 years of legal experience, we have become one of Sarasota's leading law firms. We take a personalized approach to resolving your legal matters, taking the time to understand your unique situation and providing you with all the options available. From developing a plan of action to offering support throughout the legal process, we are dedicated to making your journey as stress-free as possible.

Gibson, Kohl & Wolff, P.L. is a leading institution offering a comprehensive range of accounting, finance, and legal services. Located at 414 South Tamiami Trail in Osprey, Florida, United States, the institution is known for its expertise and dedication to providing top-notch solutions for individuals and businesses alike. With a team of experienced professionals, Gibson, Kohl & Wolff, P.L. is committed to delivering personalized and effective services to meet the unique needs of each client. Whether you are in need of financial planning, tax advice, legal representation, or any other related service, this institution is your go-to destination for reliable and trusted assistance.

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.

Aksala Wealth Advisors is a leading institution specializing in retirement planning and portfolio management. Located in Sarasota, Florida, our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals. Whether you are preparing for retirement or looking to optimize your investment portfolio, we offer personalized solutions tailored to your unique needs. With a focus on integrity and transparency, Aksala Wealth Advisors is committed to providing top-notch financial guidance and support to help you secure a prosperous future. Contact us today at 6260 Lake Osprey Drive to learn more about our services.

JTomik Investment Planning Group is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in accounting and finance, the institution is affiliated with Summit Financial Networks, a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment advisor. It is important to note that Cetera is under separate ownership from any other named entity.

Premier Retirement Asset Management is a leading finance institution located at 412 South Tamiami Trail in Osprey, Florida, United States. With a focus on helping individuals plan for a secure and comfortable retirement, the team at Premier Retirement Asset Management offers expert financial advice and personalized investment strategies. Whether you are just starting to save for retirement or are looking to maximize your current assets, their experienced professionals are dedicated to helping you reach your financial goals. Trust Premier Retirement Asset Management to guide you towards a prosperous and worry-free retirement.

ABBEX Inc BUSINESS BROKERS, located at 8 Sorrento Drive, Osprey, Florida, United States, is a leading finance institution specializing in helping individuals sell their businesses. With a team of experienced brokers, ABBEX offers confidential consultations, valuations, financial record analysis, marketing strategies, buyer filtration, negotiation assistance, and due diligence services to ensure a successful and profitable transaction. Their proven track record of maximizing sale prices for sellers, coupled with their extensive network and industry insights, make ABBEX the ideal partner for anyone looking to buy or sell a business. Clients have praised the professionalism, responsiveness, and ease of working with ABBEX, making the process smooth and stress-free.

Trunkett Law Firm, LLC is a local Southwest Florida attorney located at 6151 Lake Osprey Drive in Sarasota, Florida. Specializing in personal bankruptcy, the firm offers free consultations to individuals and small businesses facing financial difficulties. In addition to bankruptcy, Trunkett Law Firm also assists clients with complex construction matters and disputes, as well as other legal services such as commercial and real estate issues. Serving clients in Fort Myers, Cape Coral, Bonita Springs, and other surrounding areas, the firm is dedicated to providing quality legal representation in consumer law matters. Please note that communication through the website does not establish an attorney-client relationship. With offices in Fort Myers and Naples, Trunkett Law Firm is committed to helping clients navigate the legal process with expert guidance and support.

Jonathan Abbuehl - TIAA Wealth Management Advisor is a finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida. As a trusted advisor, Jonathan Abbuehl offers personalized wealth management services to help clients achieve their financial goals. With a focus on integrity and expertise, Jonathan provides tailored solutions to help individuals and families grow and protect their assets. Whether you are planning for retirement, saving for education, or investing for the future, Jonathan Abbuehl is dedicated to helping you navigate the complexities of wealth management with confidence and peace of mind. Contact Jonathan Abbuehl - TIAA Wealth Management Advisor today to start building a secure financial future.

Sarasota Capital Strategies is a leading financial institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in finance, they offer a wide range of services including investment management, financial planning, and retirement planning. With a team of experienced professionals, Sarasota Capital Strategies is dedicated to helping clients achieve their financial goals and secure their financial future. Visit them today to learn more about their personalized financial solutions.

JB Underhill, CPA is a reputable accounting and finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida. With a background in Big Four accounting firms, J.B. Underhill offers tailored services to businesses in Tampa and surrounding areas. Their expertise includes traditional accounting and bookkeeping, as well as specialized services such as forensic accounting, business valuation, audit services, and business acquisition planning. With a focus on providing strategic guidance and value-added services, J.B. Underhill is a trusted advisor for businesses throughout the year. In addition, they offer tax relief services to help businesses navigate complex tax issues and achieve the best possible outcomes. Contact them at their Tampa office at 1112 Channelside Drive or their Sarasota office at 6151 Lake Osprey Drive for expert financial assistance.

Dr. Nicole Swanson is a reputable dentist located at 6270 Lake Osprey Drive in Lakewood Ranch, Florida. With a focus on providing top-quality dental care and promoting overall health and wellness, Dr. Swanson's practice offers a range of services including routine cleanings, cosmetic dentistry, and restorative procedures. The friendly and professional staff at this institution are dedicated to ensuring every patient receives personalized care and achieves a healthy, beautiful smile. Book an appointment at Dr. Nicole Swanson's office today for a positive and comfortable dental experience.