Insurance consulting in Sarasota, FL
130 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 1943 Morrill Street in Sarasota, Florida, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
1943 Morrill St #1, Sarasota, FL 34236, United States -
Bank of America ATM (Drive-thru)
● OpenThe Bank of America ATM (Drive-thru) located at 11200 Florida 64 in Bradenton, Florida, United States, offers convenient banking services to help you achieve your financial goals. By providing your mobile number, you can receive text messages about your account. The ATM is equipped with advanced technology, including Apple and Android compatibility. Whether you need to make a deposit, withdrawal, or speak with a specialist, our financial center with walk-up ATM in Bradenton is here to assist you. Our dedicated business tellers are available to help with business transactions. You can also schedule an appointment to discuss your financial goals at a time and location that suits you. With our mobile banking app, you can securely manage your bills and payments in one place. Bank of America is committed to the community of Sarasota-Manatee, with a focus on helping individuals and businesses succeed. Securities products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser. Trust and fiduciary services are offered by Bank of America, N.A. and U.S. Trust Company of Delaware. Insurance products are available through Merrill Lynch Life Agency Inc. and Banc of America Insurance Services, Inc. Banking and credit services are provided by Bank of America, N.A. Member FDIC and equal housing lender. Visit our location or website to learn more about the services we offer.
11200 FL-64 E, Bradenton, FL 34212, United States -
SWAN Retirement Strategies
● OpenSWAN Retirement Strategies, located at 145 West Center Avenue in Sebring, Florida, is dedicated to helping individuals achieve their retirement goals with confidence. Specializing in providing financial tools and strategies for law enforcement, firefighters, schoolteachers, and other government employees, SWAN Retirement Strategies offers personalized wealth management services to optimize retirement plans. As an independent institution, SWAN Retirement Strategies prioritizes the best interests of their clients by shopping around for the most suitable products. With a focus on data-driven and results-focused approaches, SWAN Retirement Strategies aims to enhance retirement outcomes through tax-efficient solutions. To take the next step in your financial journey, schedule a complimentary consultation with SWAN Retirement Strategies today. Contact their headquarters in Sarasota or their additional office in Sebring for more information. Disclosure: Investment advisory services are offered through Second Half Partners, LLC, an SEC-registered investment advisor, while insurance and annuities are offered through Murrell Winter, FL NPN# 19081214.
145 W Center Ave, Sebring, FL 33870, United States -
Dan Connelly: Primerica - Financial Services
● OpenDan Connelly: Primerica - Financial Services is a reputable finance and insurance agency located at 5602 Marquesas Circle in Sarasota, Florida, United States. With a commitment to providing top-notch financial services, Dan Connelly and his team strive to help individuals and families achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Primerica offers a wide range of services tailored to meet your specific needs. Trust in Dan Connelly: Primerica - Financial Services to guide you towards a brighter financial future.
5602 Marquesas Cir #214, Sarasota, FL 34233, United States -
David Cramer - Thrivent
● OpenDavid Cramer - Thrivent is a finance institution located at 4801 Swift Road, Sarasota, Florida, United States. Licensing is available through the State Insurance Department's website, as Thrivent and its financial professionals provide advice and guidance on financial planning. Clients can choose to engage further with Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors. Visit Thrivent.com for more information on professional designations and services offered. Please consult your attorney or tax professional for legal, accounting, or tax advice.
4801 Swift Rd Suite H, Sarasota, FL 34231, United States -
Molly Paolilli - Thrivent
● OpenMolly Paolilli - Thrivent is a finance institution located at 4801 Swift Road, Sarasota, Florida, United States. The institution is licensed in multiple states including CA, FL, NV, and OH. They offer a range of financial services including insurance and investment advisory services. At Molly Paolilli - Thrivent, the focus is on helping clients achieve their lifelong dreams, protect themselves against unforeseen setbacks, and support the people and causes they care about. The team of experienced professionals at Thrivent work with clients to create a clear path to a more secure financial future.
4801 Swift Rd Suite H, Sarasota, FL 34231, United States -
Weichel Fuller Mathis Financial - Northwestern Mutual
● OpenWeichel Fuller Mathis Financial - Northwestern Mutual is a finance and insurance agency located at 2601 Cattlemen Road in Sarasota, Florida, United States. With a focus on financial planning and insurance services, this institution offers expert advice and solutions to help clients achieve their financial goals and protect their assets. The team at Weichel Fuller Mathis Financial is dedicated to providing personalized and comprehensive financial guidance to individuals, families, and businesses. Whether you are looking to plan for retirement, invest for the future, or secure your financial well-being, Weichel Fuller Mathis Financial - Northwestern Mutual is committed to helping you navigate the complexities of the financial world.
2601 Cattlemen Rd #201, Sarasota, FL 34232, United States -
Robert Smith - Thrivent
● OpenRobert Smith - Thrivent is a finance institution located at 4801 Swift Road in Sarasota, Florida, United States. The institution is licensed in multiple states including AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, and WI. The institution specializes in providing financial planning services, including retirement planning and long-term care planning. The founder of the institution, Robert Smith, was inspired to enter the financial planning industry after experiencing the challenges of caring for aging parents with memory loss. He understands the importance of having a comprehensive retirement plan in place and is dedicated to helping others navigate the complexities of financial planning.
4801 Swift Rd Suite H, Sarasota, FL 34231, United States -
First Command
● OpenFirst Command is a trusted institution located at 6151 Lake Osprey Drive in Sarasota, Florida. As a bank, finance, and insurance agency, we are dedicated to providing top-notch financial services to our clients. Our team of experts is committed to helping individuals and families achieve their financial goals through personalized advice and tailored solutions. Whether you're looking to invest, save for the future, or protect your assets, First Command is here to guide you every step of the way. Visit us today to learn more about how we can help secure your financial future.
6151 Lake Osprey Dr 3rd floor, Sarasota, FL 34240, United States -
First Financial Group Inc.
● OpenFirst Financial Group Inc. is a leading finance and insurance agency located at 3260 Fruitville Road in Sarasota, Florida. With a strong reputation for providing expert financial advice and comprehensive insurance solutions, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized service and customized strategies to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or insurance coverage, First Financial Group Inc. is committed to helping you secure a stable financial future. Contact us today to schedule a consultation and take the first step towards financial security.
3260 Fruitville Rd, Sarasota, FL 34237, United States -
Barry D Hart, CEO - Hart & Hart Financial Services
● OpenBarry D Hart, CEO - Hart & Hart Financial Services is a reputable finance and insurance agency located at 2639 Fruitville Road in Sarasota, Florida, United States. With years of experience in the industry, Barry D Hart leads a team of professionals dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management, Hart & Hart Financial Services has the expertise to help you achieve your financial goals. Visit us today to learn more about our services and how we can assist you in securing your financial future.
2639 Fruitville Rd Suite 204, Sarasota, FL 34237, United States -
Josh McCoy - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJosh McCoy is a Financial Advisor at Ameriprise Financial Services, LLC located at 1819 Main Street in Sarasota, Florida, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, Josh McCoy specializes in asset management, estate planning, retirement planning, investment strategies, and insurance products. As a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, Josh McCoy is dedicated to providing clients with expert financial advice and guidance. Whether you are a retiree, small business owner, or high net worth individual, Josh McCoy can help you navigate the complex world of finance and investments. Contact Josh McCoy today for all your financial planning needs.
1819 Main St #1002, Sarasota, FL 34236, United States -
Robert Armstrong - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRobert Armstrong - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1819 Main Street, Sarasota, Florida, United States, offers a range of finance services to meet the individual needs of clients. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert Armstrong is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, and insurance products. Additionally, Robert Armstrong offers specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and more. With a commitment to excellence and expertise in financial planning, Robert Armstrong is dedicated to helping clients achieve their financial goals and secure their financial future.
1819 Main St #1002, Sarasota, FL 34236, United States -
The Ordonez Financial Group
● OpenThe Ordonez Financial Group, located at 2831 Ringling Boulevard in Sarasota, Florida, is a finance institution dedicated to providing a range of services including investments, retirement planning, and wealth management. Led by Alfredo (Al) Ordonez, who has been recognized as one of Forbes' Best-In-State Financial Security Professionals in Florida, the institution is committed to helping clients build a bridge to a sound financial future. With a focus on serving professional advisors, The Ordonez Financial Group aims to help clients leave a legacy of love and financial security by making life insurance a priority. The institution offers a range of services to help individuals and families plan for their financial futures, with a focus on personalized strategies tailored to each client's unique needs.
2831 Ringling Blvd Suite C109, Sarasota, FL 34237, United States -
Alfredo Ordonez, Financial Advisor - Eagle Strategies
● OpenAlfredo Ordonez, Financial Advisor at Eagle Strategies, is located at 2831 Ringling Boulevard in Sarasota, Florida. Specializing in finance, they offer services such as investments, retirement planning, and wealth management to help clients build a secure financial future. Alfredo Ordonez has been recognized as one of Forbes' Best-In-State Financial Security Professionals in Florida, showcasing their dedication to their clients' financial security. They are licensed to sell insurance through New York Life Insurance Company and offer investment advisory services through Eagle Strategies, LLC. Additionally, they offer securities products and services through NYLIFE Securities LLC. Clients can trust Alfredo Ordonez and his team to provide expert financial advice and assistance in planning for their future.
2831 Ringling Blvd Ste 109c, Sarasota, FL 34237, United States -
First Financial Group Inc
● OpenFirst Financial Group Inc is a finance institution located at 2389 Ringling Boulevard in Sarasota, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
2389 Ringling Blvd Suite B, Sarasota, FL 34237, United States -
Everence Financial
● OpenEverence Financial, located at 2480 Fruitville Road in Sarasota, Florida, is a finance and insurance agency dedicated to guiding individuals through the complexities of Medicare. With over $536,000 in donations given to support nonprofits, Everence is committed to giving back to the community. By educating yourself today, you can secure a better future. Whether it's helping with a recent loan application or providing services in Kensington as highlighted in the Inquirer, Everence is here to assist you every step of the way. Securities are offered through Concourse Financial Group Securities, Inc., and investments and products are not federally insured. Everence Trust Company and other Everence entities offer products and services that are independent and not guaranteed by Concourse Financial Group Securities. Everence also offers federally insured credit union products through NCUA. Some products and services may not be available in all states. Everence is a ministry of Mennonite Church USA and other churches, dedicated to serving the community with integrity and compassion.
2480 Fruitville Rd #7, Sarasota, FL 34237, United States -
Francina M Hollaway CPA LLC
● OpenFrancina M Hollaway CPA LLC is a trusted accounting, finance, and insurance agency located at 2937 Bee Ridge Road in Sarasota, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, insurance coverage, or financial planning, our dedicated team is here to help you navigate the complexities of the financial world. Trust Francina M Hollaway CPA LLC for all your financial needs.
2937 Bee Ridge Rd #5, Sarasota, FL 34239, United States -
Liszewski Kenneth DDS
● OpenLiszewski Kenneth DDS is a dental institution located at 1906 59th Street West in Bradenton, Florida, United States. Specializing in comprehensive family dental care and dental implants, our experienced team serves multiple locations on the west coast of Florida. At BayView Dental Associates, we strive to provide friendly and comfortable dental care to our patients. We offer a range of services, including teeth cleaning, dental implants, dental crowns, dental bridges, and cosmetic dentistry. Our goal is to give you a great dental experience and a smile you can be proud of. Don't wait to schedule an appointment for you and your family at one of our convenient locations in Sarasota-Bradenton, Venice, and St. Petersburg. Contact us today to learn more about our services and to reserve your appointment.
1906 59th St W, Bradenton, FL 34209, United States -
Tran Frances DDS
● OpenTran Frances DDS is a reputable dental institution located at 950 South Tamiami Trail in Sarasota, Florida. Dr. Tran Frances and her team provide top-notch dental care services to patients of all ages. From routine cleanings to advanced procedures, they offer a wide range of dental treatments to ensure optimal oral health. With a focus on patient comfort and satisfaction, Tran Frances DDS is committed to providing personalized care in a welcoming and friendly environment. Visit them today for all your dental needs.
950 S Tamiami Trail Ste. 105, Sarasota, FL 34236, United States -
David Engelsberg DDS
● OpenDavid Engelsberg DDS is a premier center for general and IV sedation dentistry located at 201 Magellan Drive, Sarasota, Florida, United States. Dr. David Engelsberg, an award-winning dentist with over 30 years of experience, offers a wide range of services tailored to enhance your smile and calm your nerves. Whether you have dental anxiety, complex medical illnesses, or simply want a new dentist for exams and cleanings, Dr. Engelsberg is here to help. Patients rave about his gentle and professional care, with many opting for IV sedation to ease their fears. The practice accepts over 150 dental insurance plans, making it easy for you to get the care you need. Schedule a virtual or in-office consultation today and take the first step towards achieving your ideal smile.
201 Magellan Dr, Sarasota, FL 34243, United States -
AR Appraisal Services Inc.
● OpenAR Appraisal Services Inc. is a finance and real estate agency located at 4003 Platt Street in North Port, Florida, United States. We pride ourselves on providing high-quality, in-depth valuations that you can rely on. Our team upholds the highest standards of ethics and morals to ensure that we deliver the best product for our customers. Our goal is to build trust, respect, and confidence within the communities we serve. Many people underestimate the value of an appraisal. Whether you are buying or selling a home or property, an appraisal is a valuable tool for negotiating a fair market price. It can also be useful for tax abatement, divorce and bankruptcy litigation, or estate settlements. At AR Appraisal Services Inc., we have experience in a wide range of appraisal services, serving areas such as North Port, Port Charlotte, Punta Gorda, Rotonda West, Englewood, Venice, Nokomis, and Sarasota.
4003 Platt St, North Port, FL 34286, United States -
Howard Employee Services
● OpenHoward Employee Services is a trusted institution located at 1400 Cattlemen Road in Sarasota, Florida, United States. Specializing in accounting and finance services, we are dedicated to improving productivity and profitability for both employees and employers. Our office is currently open and fully operational, processing payrolls and tax returns efficiently. In light of the Covid-19 pandemic, we are taking precautions to limit exposure by not conducting face-to-face appointments at this time. Clients are encouraged to email, fax, or drop off their paperwork for tax returns, and we will schedule a phone appointment accordingly. Our offices are disinfected daily, and social distancing measures are in place to ensure the safety and health of all.
1400 Cattlemen Rd # 101, Sarasota, FL 34232, United States -
Proper.
● OpenProper is a premier institution located at 1517 State Street in Sarasota, Florida, specializing in luxury home maintenance, service, and repair. Our team of experts handles all aspects of your home needs, from repair issues to hurricane preparation, remodeling projects, and emergency repairs. With Proper, you can rest assured that your home is in good hands. Our private network offers a one-stop solution for all your home needs, including finding quality service providers, managing work, keeping track of bills, and obtaining last-minute providers. By joining our elite network, you can transform your home into a worry-free oasis, knowing that Proper will handle everything for you.
1517 State St, Sarasota, FL 34236, United States -
911 Mold Pros
● Open911 Mold Pros is a top-rated water damage repair and mitigation company located at 6170 53rd Avenue East, Bradenton, Florida, United States. With over 20 years of experience, we are dedicated to helping residential and commercial property owners recover from water damage quickly and efficiently. Our team of professionals is available 24/7 to handle emergency situations such as broken pipes, flooding, and ceiling leaks. We offer a range of services including water damage inspections, remediation, emergency water removal, structural drying, and commercial dryout services. Our IICRC certified estimators use advanced moisture detection equipment to assess the extent of the damage and develop a customized action plan for each property.
6170 53rd Ave E Suite 102, Bradenton, FL 34203, United States -
JJ Quality Builders of Venice
● OpenJJ Quality Builders of Venice is a top-tier roofing contractor located at 416 East Venice Avenue, Venice, Florida, United States. As a family-owned company, we take pride in delivering exceptional workmanship and affordable services to our customers in Sarasota County. With a team of licensed and insured professionals, we are equipped to handle projects of all sizes and budgets. Our partnership with ABC supply company allows us to offer a wide variety of materials and design choices for both residential and commercial roofing installations. From preventative maintenance to storm damage repairs, we are committed to ensuring the longevity and durability of your roof. Our experienced crew will tarp areas to prevent damage and thoroughly clean up the site after the job is completed.
416 E Venice Ave, Venice, FL 34285, United States -
Subhan Law Office, LLC
● OpenSubhan Law Office, LLC, located at 1990 Main Street in Sarasota, Florida, is a top-rated immigration attorney firm specializing in visa and green card applications. With a success rate of 99.7%, we have helped numerous clients navigate the complex immigration process with ease. Our modern approach includes on-demand videos, online questionnaires, secure document uploads, and one-on-one mock interview sessions to ensure you are fully prepared for your visa or green card interview. We offer fixed fees for all immigration cases and a 100% money back guarantee for denied applications. With expertise in family and employment-based visas, we provide personalized advice for even the most complex situations. Contact us today at info@subhanlaw.com or call us at (414) 223-5718 to schedule a consultation.
1990 Main St Suite #750, Sarasota, FL 34236, United States -
Tadlock Roofing
● OpenWelcome to Tadlock Roofing, your trusted roofing contractor and store located at 185 West Airport Boulevard, Pensacola, Florida 32505. Since 1980, we have been proudly serving Florida’s Panhandle with integrity, quality workmanship, and superior customer service. Our commitment to excellence ensures that whether you're dealing with storm damage or simply upgrading your home, we provide roofing solutions that meet your needs. As a Florida-based company with headquarters in Tallahassee, Tadlock Roofing offers residential and commercial roofing services across Gainesville, Jacksonville, Orlando, Pensacola, Sarasota, Tallahassee, and Tampa. Our dedicated, fully-trained in-house employees are the backbone of our operations, ensuring that every project is executed with precision and care — no subcontractors or day laborers involved. We back our work with a lifetime workmanship warranty, underscoring our confidence in the quality of our services.
185 West Airport Boulevard, Pensacola, Florida 32505, United States -
Gulf Coast Roofing and Home Improvement Inc.
● OpenWelcome to Gulf Coast Roofing and Home Improvement Inc. Located at 334 East Lake Road South, Palm Harbor, Florida, Gulf Coast Roofing and Home Improvement Inc. has been a trusted name in the roofing industry for over 20 years. As a minority-owned, fully-licensed, and insured company, we take pride in serving the Gulf Coast community with integrity and excellence.
334 East Lake Road South, Palm Harbor, Florida 34685, United States -
Magnum Roofing & Restoration
● OpenWelcome to Magnum Roofing & Restoration, your premier choice for top-quality roofing services in Naples, Florida. Conveniently located at 3606 Enterprise Avenue, we are proud to serve the vibrant communities of Lutz, Sarasota, Naples, and surrounding areas with unparalleled residential and commercial roofing solutions. Since 2010, Magnum Roofing & Restoration has been the trusted name in roofing, renowned for our commitment to excellence and customer satisfaction. Our team of licensed and insured professionals is dedicated to treating your home as if it were our own, delivering exceptional craftsmanship and reliable solutions tailored to your specific needs.
3606 Enterprise Avenue, Naples, Florida 34104, United States
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Small business loan
- Dentistry
- Handyman services
- Local repair services
- Repair services
- Building materials store
- insurance consulting in Boca Raton
- insurance consulting in Bradenton
- insurance consulting in Cantonment
- insurance consulting in Fort Myers
- insurance consulting in Largo
- insurance consulting in Lehigh Acres
- insurance consulting in Naples
- insurance consulting in North Miami Beach
- insurance consulting in North Port
- insurance consulting in Palm Harbor
- insurance consulting in Parrish
- insurance consulting in Pensacola
- insurance consulting in Pinellas Park
- insurance consulting in Port Charlotte
- insurance consulting in Sebring
- insurance consulting in Venice
List of local businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos