TOP 30 Individual wealth planning in Longboat Key, Florida

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Longboat Key Financial Group LLC is a reputable finance and insurance agency located at 6350 Gulf of Mexico Drive in Longboat Key, Florida, United States. With a team of experienced professionals, they offer a range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Longboat Key Financial Group LLC is dedicated to providing personalized solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

Welcome to Walter Group Real Estate - Longboat Key Realtors, where over 22 years of expertise and a personalized approach have established us as Longboat Key's premier local real estate agency. Located at 440 Gulf of Mexico Drive, Longboat Key, Florida, we are your trusted partners in navigating the vibrant local real estate market. Janet and Steve Walter bring a wealth of local knowledge and a deep understanding of Longboat Key and its surrounding areas. Their commitment to providing personalized service and expert guidance ensures a smooth, stress-free experience whether you're buying or selling a property.

Marc J. Soss, Esquire is a reputable institution located at 2070 Ringling Boulevard in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, they offer expertise in Estate Planning, Business and Corporate Law, as well as Probate and Trust Administration. Since 1992, Marc J. Soss has been providing top-notch legal representation to individuals and corporate entities in Southwest Florida, including Sarasota, Siesta Key, Longboat Key, and Naples. With a focus on Estate Planning, Asset Protection, and Business Transactions, Marc J. Soss caters to a diverse clientele including business owners, retirees, and individuals seeking to safeguard their assets. Clients can expect personalized attention, tailored legal services, and a high level of expertise from Marc J. Soss, who prides himself on forming long-lasting relationships with each client.

Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CEPA®|AAMS™ is a leading financial institution located at 595 Bay Isles Road in Longboat Key, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planner Michelle K Johnson, this institution offers top-notch financial advisory services to help individuals and businesses achieve their financial goals. Specializing in comprehensive financial planning, estate planning, and asset management, Edward Jones is committed to providing personalized solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Michelle K Johnson and her team are dedicated to helping you make informed decisions and secure your financial future.

Money Concepts is a premier financial institution located at 5930 Gulf of Mexico Drive in Longboat Key, Florida, United States. Specializing in providing expert financial advice and services, Money Concepts helps individuals and businesses achieve their financial goals through personalized strategies and investment solutions. With a team of experienced professionals, Money Concepts is dedicated to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Money Concepts is committed to providing top-notch financial guidance and support.

Welcome to Truist, your trusted partner in banking, finance, and insurance services, conveniently located at 510 Bay Isles Road, Longboat Key, Florida 34228. At Truist, we are committed to providing comprehensive financial solutions tailored to meet your unique needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, we are here to assist you every step of the way. Our wide range of services is offered through various affiliates of Truist Financial Corporation. Truist Bank, a Member FDIC, provides essential banking products and services, including loans and deposit accounts. For trust and investment management services, Truist Bank and Truist Delaware Trust Company are at your service. Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency, offers securities, brokerage accounts, and insurance, including annuities. Our investment advisory services are provided by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, both SEC registered investment advisers.

Welcome to Chase Bank, conveniently located at 545 Bay Isles Parkway, Longboat Key, Florida 34228. As a leading provider in ATM, banking, and financial services, Chase is dedicated to catering to your personal and business financial needs. Please note that the content on our website is available only in English, and if you choose to apply for Chase products online, all account-related documents will also be provided in English. For business clients, we offer a comprehensive suite of services including Business Banking, where our team of professionals is ready to assist you with improving cash flow, offering credit solutions, and managing payroll. Our business services also extend to online and mobile banking, business credit cards, and tailored payment acceptance solutions.