TOP 30 Financial services providers in Ellenton, Florida

10 results found

Paula Funderburke is a Financial Advisor at Ameriprise Financial Services, LLC located at 7216 U.S. 301, Ellenton, Florida, United States. Paula holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Paula specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients make informed decisions and achieve their financial goals. Contact Paula Funderburke for personalized financial planning services.

Edward Jones - Financial Advisor: Peter Z Hofstra is a reputable financial institution located at 7915 U.S. 301 in Ellenton, Florida, United States. As a trusted advisor, Peter Z Hofstra provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a range of services including retirement planning, investment management, and estate planning. Whether you are planning for the future or looking to grow your wealth, Peter Z Hofstra and the team at Edward Jones are dedicated to providing expert guidance and support every step of the way.

Joseph Rowe is a financial advisor at Ameriprise Financial Services, LLC located at 7216 U.S. 301 in Ellenton, Florida, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Joseph Rowe is a registered investment adviser offering investment advisory products and services through Ameriprise Financial Services, LLC. Securities are also offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. At Ameriprise Financial, we provide a positive backdrop for stock prices and offer insights on whether the current bull market rally will extend further into 2024. If you are not already a client, take the next step towards a more confident financial future by setting up a complimentary initial consultation. Please note that this offer is valid only in the United States, and the initial consultation provides an overview of financial planning concepts without written analysis or recommendations.

Bank of America in Ellenton, Florida, offers convenient drive-thru services for all your banking needs. Located at 7008 U.S. 301, this institution provides a wide range of financial services to help you manage your money effectively. Whether you need to deposit a check, withdraw cash, or speak with a banker, our drive-thru services make it easy and convenient. Visit us today to experience the trusted banking services of Bank of America.

GreatFlorida Insurance - Martin Vreman is an insurance agency located at 2823 U.S. 301 in Ellenton, Florida. They offer a variety of insurance options to protect your home, vehicles, boats, motorcycles, business, and more. Their knowledgeable agents can help you find the right coverage to ensure you and your family are financially protected in the event of unexpected calamities. Whether you need homeowners insurance, auto insurance, boat insurance, motorcycle insurance, renter's insurance, commercial insurance, umbrella insurance, or flood insurance, GreatFlorida Insurance has you covered. Their dedicated team is committed to providing excellent service and finding affordable insurance solutions tailored to your needs. Contact GreatFlorida Insurance - Martin Vreman today to get the protection you need for peace of mind.

A Tax Shelter is a reputable institution located at 3704 U.S. 301 in Ellenton, Florida, United States. Specializing in accounting and finance, the institution has over 25 years of tax and accounting advisory expertise. As tax season kicks off, they are here to assist with business and personal tax returns, with deadlines approaching on 03/15/23 and 04/18/23 respectively. The institution offers services to clients south of the Manatee River at their Bradenton office, conveniently located west of the Downtown and Wares Creek area. For clients in the North River communities of Palmetto, Ellenton, Parrish, and north Manatee County, their Ellenton office is just one mile west of Interstate 75.

Liberty Tax is a finance institution located at 7014 U.S. 301 in Ellenton, Florida. They offer a wide range of financial services including tax preparation, filing, and planning. With a team of experienced tax professionals, Liberty Tax provides reliable and accurate assistance to individuals and businesses. Whether you need help with personal taxes or complex business filings, Liberty Tax is committed to helping you navigate the tax process with ease and efficiency. Visit their office in Ellenton for expert financial guidance and support.

Orgullo Latino is a renowned accounting and finance institution located at 945 25th Drive East in Ellenton, Florida, United States. Our institution is dedicated to providing top-notch financial services to the Latino community, helping individuals and businesses manage their finances effectively. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. At Orgullo Latino, we take pride in helping our clients achieve their financial goals and empower them to make informed decisions about their money. Visit us today to experience the difference our expertise can make in your financial success.

Discount Med Direct is a health institution located at 6270 Lockwood Ridge Road in Sarasota, Florida. As a pharmacy and store, we specialize in helping our patients save money on their monthly medication needs. With savings ranging from 30% to 80%, we can order all or most medications that you would find at your local pharmacy, but at a fraction of the cost. At Discount Med Direct, there is no high-pressure sales pitch - just a helping hand and a friendly ear to assist you with your medication needs. Many of our patients have struggled with high out-of-pocket expenses or have found themselves in the Medicare "donut hole" with too much year left. By ordering through us, you can save significantly on your medications and avoid financial strain.

Welcome to Take Care Home Health Located at 3982 Bee Ridge Rd, Ste. H-A, Sarasota, FL 34233, Take Care Home Health is your trusted partner in navigating the complexities of aging with compassion, expertise, and cutting-edge technology. Since our founding in 1995 by Susanne S. Wise, RN, MBA, we have remained committed to providing exceptional, personalized home health care services that cater to your current and future healthcare needs.