Individual financial assistance in Lakewood Ranch, Florida

Ranch Capital Advisors is a finance institution located at 4910 Lakewood Ranch Boulevard North in Sarasota, Florida, United States. We specialize in providing expert financial advice and investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure financing for a new venture, Ranch Capital Advisors is here to help. Contact us today to learn more about how we can assist you in managing your finances effectively.

North South Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 6710 Professional Parkway West in Lakewood Ranch, Florida, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we prioritize what is most important to you, whether it be retirement planning, education savings, or a major purchase. Our services include investment recommendations, asset allocation, and portfolio management tailored to your individual goals and risk tolerance. We regularly review and update your financial plan as life changes, helping you track your progress along the way. You can access your investments and accounts securely from any device at any time. Our financial advisors are registered to do business in certain U.S. states, and we adhere to strict regulations to ensure the privacy and security of your information. We offer complimentary initial consultations to discuss your financial goals and provide an overview of financial planning concepts. While the Confident Retirement® approach is not a guarantee of future results, we are dedicated to helping you achieve your financial objectives.

Susie Jackson State Farm Insurance Agent, located at 1965 Worth Court in Lakewood Ranch, Florida, is your trusted insurance agency for all your protection needs. Conveniently situated just 1/4 mile south of SR 64 off Lakewood Ranch Blvd, behind Bank of OZK, we are here to help you safeguard what matters most. As the season changes and spring brings new beginnings, our dedicated team is committed to providing you with the peace of mind you deserve. Whether you need coverage for your home, vehicle, or family's financial future, we are here to assist you in assessing your policies and ensuring you have the right protection.

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.

Jean Meyer is a trusted and experienced Notary Public and Title Insurance Agent located in Lakewood Ranch, Florida. With a convenient location at 5204 88th Street East, Jean Meyer provides a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Whether you require notarization services or assistance with title insurance, Jean Meyer is dedicated to providing top-notch customer service and expertise. Contact us today for all your finance and insurance needs.

The Notary Cooperative is a finance institution located at 13117 Ramblewood Trail in Lakewood Ranch, Florida, United States. Our team of experienced notaries are dedicated to providing professional and reliable notary services to individuals and businesses in the local community. Whether you need documents notarized for real estate transactions, legal agreements, or other financial matters, we are here to assist you with efficiency and accuracy. Trust the Notary Cooperative for all your notarization needs.

Bryan Lewis Homes LLC is a reputable finance and insurance agency located at 4100 Lakewood Ranch Boulevard in Bradenton, Florida. With a commitment to providing top-notch services to their clients, Bryan Lewis Homes LLC specializes in offering a wide range of financial and insurance products to meet the unique needs of individuals and families. Whether you are looking for assistance with securing a mortgage, finding the right insurance coverage, or planning for your financial future, the dedicated team at Bryan Lewis Homes LLC is here to help. Contact them today to learn more about their services and how they can assist you in achieving your financial goals.

Finley Williams Law, PA is a reputable institution located at 111 2nd Avenue Northeast in St. Petersburg, Florida, United States. Specializing in estate planning, elder law, guardianship law, probate law, and real property law, our firm offers compassionate guidance and value-driven solutions for individuals facing issues related to aging and incapacity. Our founding attorney, Melissa Williams, works closely with clients to provide personalized attention and support throughout the legal process. With a background in psychology and extensive experience in estate planning, Attorney Williams is dedicated to helping families achieve peace of mind through personalized planning. Whether you need assistance with trust administrations, durable power of attorney, or other legal matters, Finley Williams Law, PA is here to help. Serving clients throughout the Tampa Bay Area, we are committed to finding solutions and delivering exceptional service. Contact us today for a consultation at our St. Petersburg or Lakewood Ranch locations.

Merrill Lynch Wealth Management, located at 6311 Atrium Drive in Lakewood Ranch, Florida, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch are dedicated to helping clients navigate both rising and turbulent markets to address their financial goals and challenges. In addition to providing financial advice, the branch actively engages in volunteerism and charitable outreach to support the economic, social, and cultural life of the communities in which they operate. Through fundraising activities, employees contribute to various causes and non-profit organizations to help maintain vibrant and healthy communities.

TruVestments is a finance institution located at 5391 Lakewood Ranch Boulevard North, Sarasota, Florida, United States. We prioritize transparency and open communication with our clients, providing various channels for interaction. Our goal is to prepare clients for future demographic opportunities and help them build a valuable legacy. With our high-level concierge service, clients can enjoy peace of mind and personalized attention. At TruVestments, we focus on building long-term, goal-oriented relationships rather than just transactions. Wealth preservation, tax planning, and charitable impact are key pillars of our client success strategy. Our team works closely with clients to create cohesive, consultative financial plans tailored to their family goals.

The Federal Benefits Information Center, located at 9040 Town Center Parkway in Lakewood Ranch, Florida, is the leading source of information and education on federal employee benefits. As a federal employee, you have access to high-quality retirement benefits for your future, but navigating the complexities of these benefits can be challenging. The center is here to help answer all your questions and provide guidance on understanding the various provisions, exceptions, and exclusions that come with your benefits. In addition to providing individual support, the center also offers Federal Benefits Workshops for agencies looking to strengthen their employees' knowledge on retirement and benefits options. The friendly and knowledgeable presenters can educate employees on how to make the most of their benefits.

Doug Zandstra CPA CFE EA is a reputable accounting and finance institution located at 9040 Town Center Parkway in Lakewood Ranch, Florida, United States. Headed by Doug Zandstra, a Certified Public Accountant, Certified Fraud Examiner, and Enrolled Agent, the firm specializes in working with high net worth clients with complex tax needs. Their team of 4 remote accountants provides concierge tax and accounting services to professional athletes, musicians, entertainers, and other individuals who require personalized financial management. In addition to tax services, they offer financial planning, international tax assistance, multistate tax services, litigation support, forensic tax, and IRS representation. With over 10 years of experience in the Bradenton, Sarasota, and Lakewood Ranch area, Doug Zandstra is dedicated to helping businesses with accounting services, tax preparation, and IRS negotiations. Their paperless tax preparation services ensure a quick turnaround time, and they offer free consultations to discuss specific tax needs. Whether you need help with retirement planning, tax preparation, IRS negotiations, or forensic accounting, Doug Zandstra CPA CFE EA is committed to providing top-quality service and expertise to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Bookkeeping With KF LLC is a reputable accounting and finance institution located at 4737 Zeno Court in Lakewood Ranch, Florida, United States. Our team of skilled professionals is dedicated to providing top-notch bookkeeping services to individuals and businesses alike. With years of experience in the industry, we offer accurate and reliable financial solutions tailored to meet the unique needs of our clients. Whether you need help managing your personal finances or require assistance with your business accounting, Bookkeeping With KF LLC is here to help. Contact us today to learn more about our services and how we can help you achieve your financial goals.

Bank OZK is a reputable financial institution located at 2025 Lakewood Ranch Boulevard in Bradenton, Florida. As a full-service bank, Bank OZK offers a wide range of financial services to individuals, businesses, and organizations in the community. With a strong commitment to providing exceptional customer service, Bank OZK strives to help clients achieve their financial goals and secure their financial future. Whether you need assistance with personal banking, business loans, or investment services, the experienced professionals at Bank OZK are here to help. Visit their branch in Bradenton today to learn more about their competitive rates and personalized financial solutions.

Greg Clark, Fairway Funding Group, Inc. offers customized lending solutions to individuals looking to purchase or refinance their homes. Located at 8235 Natures Way in Lakewood Ranch, Florida, Greg Clark, NMLS# 1761513, brings over 15 years of experience in the finance industry. With a background in education and youth programs, Greg Clark provides a personalized approach to each client, listening to their needs and goals to find the best loan product for their specific situation. Clients like C. Safe have praised Greg Clark for his professionalism, patience, and excellent communication throughout the mortgage application process. With multiple lending partners and a variety of loan options, Fairway Funding Group, Inc. strives to make the loan process as simple and stress-free as possible for all clients.

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.