Generational planning in Sarasota, Florida

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.

Sarasota Private Trust Company is a leading finance institution located at 240 South Pineapple Avenue in Sarasota, Florida, United States. With a reputation for excellence and personalized service, Sarasota Private Trust Company offers a wide range of financial services to meet the unique needs of its clients. From wealth management to estate planning, the institution is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals and a commitment to integrity, Sarasota Private Trust Company is a trusted partner for all your financial needs.

Gratium Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 7188 South Beneva Road in Sarasota, Florida, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping individuals achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. While we cannot guarantee future financial results, we are committed to providing personalized financial advice and guidance. We adhere to strict corporate entities and important disclosures, as well as website rules and regulations to ensure the privacy and security of our clients. As a member of FINRA and SIPC, we strive to help your friends and family members achieve their financial goals through our services. Feel free to refer them to us, and we will reach out to them soon. Thank you for considering Gratium Wealth Planning - Ameriprise Financial Services, LLC for your financial needs.

Generations Wealth Planning LLC, located at 1819 Main Street in Sarasota, Florida, is a finance institution dedicated to creating legacies that last for generations. Our team of experts offers comprehensive wealth planning services tailored to meet your individual needs and goals. Whether you are looking to grow your assets, protect your wealth, or plan for the future, we are here to help you every step of the way. Trust Generations Wealth Planning LLC to secure your financial future and leave a lasting legacy for your loved ones.

Wealth Planning and Design LLC is a trusted financial institution located at 6230 University Parkway in Sarasota, Florida. With over 85 years of experience, we have been assisting individuals and families with their financial decisions through long-term relationships. We take the time to get to know our clients personally, including their children and grandchildren, in order to provide the best possible service. Our mission is to make a positive impact by offering professional advice and exceptional client service. We work closely with our clients to ensure their financial needs are met and help them build a strong financial legacy for future generations.

New Generational Wealth Solutions is a leading finance institution located at 1864 Doctor Martin Luther King Way in Sarasota, Florida, United States. Are you tired of bad credit hindering your dreams and blocking the life you aspire to live? We are America's leading credit repair experts, dedicated to helping you improve your credit score and live life on your terms. Our team will put together a personalized system to keep track of every step in the credit repair process. We will start the dispute process for any errors in your credit report and follow up accordingly. With our expertise, we will continue the dispute process for other items and monitor your report for any incorrect information.

Friends of the Sarasota County History Center is a non-profit organization dedicated to preserving and promoting the rich history of Sarasota County, Florida. Located at 337 North Tamiami Trail in Osprey, the History Center offers a variety of exhibits, programs, and events that showcase the area's unique heritage. Visitors can explore artifacts, photographs, and documents that highlight the people, places, and events that have shaped Sarasota County over the years. By supporting the Friends of the Sarasota County History Center, you are helping to ensure that this valuable history is preserved for future generations to enjoy.

Welcome to HavenSmart Sarasota, where cutting-edge technology meets the comforts of home. Located at 885 Tallevast Road, Sarasota, Florida 34243, our electronics store specializes in bespoke automation systems that transform your living space into the home of your dreams. At HavenSmart, we redefine what it means to feel truly at home with our innovative solutions that enhance your health, safety, and overall well-being. Our expert team collaborates closely with you, as well as other professionals involved in your home’s design and construction, to create a seamless integration of technology and lifestyle. Whether you want to immerse yourself in custom indoor and outdoor audio experiences, enjoy a state-of-the-art home theater, or automate your lighting and temperature for the perfect ambiance, HavenSmart has you covered.

Children First is a leading health and school institution located at 1742 Doctor Martin Luther King Way in Sarasota, Florida. Our mission is to put children first by providing comprehensive healthcare services and educational programs to support their growth and development. With a team of dedicated professionals, we strive to create a safe and nurturing environment where children can thrive and reach their full potential. Join us in putting children first and building a brighter future for the next generation.

Tracey Ganner - State Farm Insurance Agent is a reputable insurance agency located in Bennett Plaza, Bradenton, Florida. With over 22 years of experience, Tracey Ganner and her team of licensed agents are dedicated to providing personalized insurance solutions for individuals and families in Bradenton, Lakewood Ranch, Ellenton, Parrish, Palmetto, and Sarasota. Whether you need auto insurance, renters insurance, home insurance, life insurance, or health insurance, they are here to help you protect what matters most. Their friendly and knowledgeable staff will guide you through the process of selecting the right coverage to meet your specific needs. Additionally, they offer valuable resources and tips on home safety, generator selection, and DIY auto maintenance. With a focus on customer service and community involvement, Tracey Ganner - State Farm Insurance Agent is committed to being your trusted Good Neighbor in the neighborhood. Contact them today for a consultation or visit their office located on State Rd 64 in Bradenton.

Gulf Coast Wealth Advisors: Jeff LaBelle is a finance institution located at 2033 Main Street in Sarasota, Florida, United States. Specializing in wealth management and financial planning, our team led by Jeff LaBelle offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Gulf Coast Wealth Advisors is dedicated to helping individuals and families secure their financial future. Contact us today to learn more about our services and how we can assist you in managing your wealth.

BHRT, Inc. Hormone Replacement is a health institution located at 8295 North Military Trail in Palm Beach Gardens, Florida. Led by Dr. Mikhail Berman, a trusted advocate for hormonal harmony, the institution offers tailored approaches to address symptoms of menopause, andropause, loss of libido, and overall decline in quality of life. Dr. Berman's extensive expertise, gained through training under internationally renowned authorities, ensures a comprehensive approach to restoring hormonal balance. Utilizing bio-identical hormone replacement therapy, pellet therapy, peptide therapy, and other modalities, BHRT, Inc. aims to alleviate symptoms, restore balance, and optimize overall health. With a focus on lifestyle analysis, sleep patterns, diet, exercise regime, and hormone levels, the institution provides a cutting-edge, non-surgical procedure to enhance sexual performance and treat erectile dysfunction.

Sharky's Events & Inflatables is a home goods store located at 10126 Mangrove Well Road, Sun City Center, Florida, United States. We offer a wide range of event rental items, including tables, chairs, bounce houses, water slides, interactive games, obstacle courses, and more. Whether you are planning a private party, community fundraiser, corporate event, or school function, we have everything you need to make it a success. Our products are thoroughly cleaned and sterilized before delivery, ensuring the safety of your guests. With our large selection of inflatable obstacle courses, water slides, generators, and other party equipment, Sharky's is your go-to source for event rentals in Sarasota and beyond. Contact us today to plan the greatest party ever!

Xcelleration Detailing, located at 8191 North Tamiami Trail in Sarasota, Florida, is a top-rated car repair and car wash institution. Recognized as the Best of SRQ Local in 2022 and 2023, Xcelleration Detailing offers platinum-level car detailing services that have been praised by SRQ Magazine for their exceptional results. At Xcelleration Detailing, we understand that your luxury vehicles and aircraft are a reflection of you, which is why we treat them with the utmost care and attention to detail. Our state-of-the-art facility, located at Dolphin Aviation, is equipped with the best staff, equipment, and high-quality products to consistently deliver impeccable results. Whether you need detailing for your luxury vehicle or Gulfstream aircraft, we provide on-site services that offer cost value without compromising on quality.

Greg Lee, P.A. is a law firm located at 2601 Cattlemen Road in Sarasota, Florida, United States. Specializing in estate planning, our experienced team helps clients navigate the complexities of ensuring their assets pass to the next generation in a tax-efficient manner. Our areas of practice also include real estate, wills, trusts, probate, and trust administration. At Greg Lee, P.A., we pride ourselves on providing friendly and professional service to each client. We believe in building long-term relationships with our clients, viewing the creation of an estate plan or real estate closing as just the beginning of our commitment to their well-being. By offering exceptional service and staying in touch with our clients over the years, our goal is to ensure that their families are protected now and for many years to come.

Lee & Evans P.A. Law Offices is a trusted institution located at 2601 Cattlemen Road in Sarasota, Florida. Specializing in estate planning, real estate, wills, trusts, probate, and trust administration, our team is dedicated to ensuring that your assets are passed on to the next generation in a tax-efficient manner. We pride ourselves on providing friendly and professional service to each of our clients. We believe that creating an estate plan or completing a real estate closing is just the beginning of a long-term relationship with our clients, not just a one-time legal transaction. By offering exceptional service and staying in touch with our clients over the years, we aim to protect your family now and for many years to come. Trust Lee & Evans P.A. Law Offices for all of your legal needs.

Attorney Sherry A. Wood, located at 6411 Yellow Wood Place in Sarasota, Florida, is a seasoned lawyer with over 30 years of experience in protecting clients' assets and implementing strategies to avoid probate and taxes. Licensed in both Florida and Massachusetts, Attorney Wood is dedicated to helping clients avoid costly legal proceedings by providing comprehensive estate planning services tailored to each client's unique financial situation. By utilizing revocable trusts and other estate planning tools, Attorney Wood aims to educate clients on the importance of proper documentation and asset protection. With a focus on avoiding probate and unnecessary expenses, Attorney Sherry A. Wood is committed to guiding clients towards a secure and efficient estate plan.

Raymond James & Associates is a renowned finance institution located at 400 Madison Drive in Sarasota, Florida, United States. With a strong reputation for providing top-notch financial services, Raymond James & Associates offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The institution is known for its professional expertise, personalized approach, and commitment to client satisfaction. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James & Associates is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Family Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 1819 Main Street in Sarasota, Florida, United States. With a team of experienced professionals, they offer a wide range of wealth management services to help individuals and families achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, their experts can provide personalized solutions to meet your needs. Trust in Family Wealth Management Group - UBS Financial Services Inc. to guide you towards a secure financial future.

Graham M. Cox, AAMS - UBS Financial Services Inc. is a reputable finance institution located at 1819 Main Street in Sarasota, Florida, United States. Specializing in investment management and financial planning, our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to help our clients achieve their long-term goals. With a focus on integrity and expertise, we strive to build lasting relationships based on trust and transparency. Contact us today to learn more about how we can help you secure your financial future.

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.

Wealth Management Services is a leading finance institution located at 1990 Main Street in Sarasota, Florida, United States. Our experienced team of financial advisors provides personalized wealth management services to help individuals and families achieve their financial goals. From investment planning to retirement savings, we offer comprehensive financial solutions tailored to each client's unique needs. Trust Wealth Management Services to help you secure your financial future and build wealth for generations to come.

Walters & Associates CPAs is a renowned accounting and finance institution located at 5266 Office Park Boulevard in Bradenton, Florida, United States. Our team specializes in personalized tax guidance and strategy to reinvent your business success. With a focus on maximizing audit ROI, we analyze financials, controls, and overall business performance effectively. Our expertise in aligning plans with strategy has resulted in over 500 successful financial projections submitted to AHCA without denials. At Walters & Associates CPAs, we pride ourselves on our 100% success rate in CAP Liability Report preparation, providing peace of mind with timely and accurate submissions. Our bookkeeping services ensure 100% accurate books, freeing up time for business growth. As a PCAOB Registered Firm, we guarantee legal and ethical compliance for retirement and pension plans with effortless audits.

Jared Hermann - Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic financial planning, we are committed to providing top-notch solutions tailored to each client's unique needs. Visit us today to learn more about how we can help you secure your financial future.

Stern Wealth Management of Raymond James is a renowned finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a strong reputation for providing expert wealth management services, the institution offers personalized financial planning and investment strategies to help clients achieve their financial goals. The experienced team at Stern Wealth Management is dedicated to delivering top-notch financial advice and guidance to individuals and families, ensuring a secure and prosperous future.

Couture Financial is a premier finance institution located at 1800 2nd Street in Sarasota, Florida, United States. We specialize in providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Our team of experienced professionals offers a wide range of services including investment management, retirement planning, estate planning, and more. At Couture Financial, we are committed to providing exceptional service and expertise to our clients, helping them navigate the complexities of the financial world with confidence and peace of mind.

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 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.

John Hancock Financial Network - The Partners Network is a leading financial institution located at 6000 Cattleridge Drive in Sarasota, Florida, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, John Hancock Financial Network - The Partners Network provides personalized solutions and expert guidance to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you succeed financially. Visit them today to learn more about how they can assist you in achieving your financial aspirations.

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.