Integrated financial services solutions in Sarasota, FL
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Risk Services LLC
● OpenRisk Services LLC is an insurance agency located at 1605 Main Street in Sarasota, Florida. We specialize in providing comprehensive risk management solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of insurance, ensuring they have the coverage they need to protect their assets and mitigate potential risks. Whether you are looking for personal or commercial insurance, Risk Services LLC is here to help you find the right coverage at the right price. Contact us today to learn more about our services and how we can help you protect what matters most.
1605 Main St UNIT 800, Sarasota, FL 34236, United States -
Frank A Planes - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank A Planes is a highly experienced financial advisor at Ameriprise Financial Services, LLC located in Sarasota, Florida. With a focus on providing personalized financial planning and investment strategies, Frank helps clients navigate the complexities of their financial goals. Whether clients are planning for retirement, saving for education, or building wealth, Frank offers comprehensive guidance and support. With a commitment to integrity and professionalism, Frank A Planes is dedicated to helping clients achieve financial success and security.
6151 Lake Osprey Dr Ste 329, Sarasota, FL 34240, United States -
Sarasota Health and Financial Services
● ClosedSarasota Health and Financial Services, located at 2477 Stickney Point Road in Sarasota, Florida, has been serving the insurance needs of the Sarasota community since 1980. Specializing in Individual Major Medical and Group Health Insurance, as well as Medicare Supplements, Medicare Advantage Plans, Life Insurance, Annuities, and Long Term Care, our agency is dedicated to providing personalized customer service to tailor to your specific needs. Our mission is to guide you through the insurance process, ensuring customer satisfaction as our top priority. We work closely with individuals and businesses to select the best options for their insurance needs. Sarasota Health and Financial Services proudly represents a variety of reputable companies and is licensed to do business in the State of Florida. Please note that we do not provide tax, legal, or investment advice and recommend consulting with your own qualified advisor.
2477 Stickney Point Rd #217b, Sarasota, FL 34231, United States -
Full Spectrum Financial Group
● ClosedFull Spectrum Financial Group is a finance and insurance agency located at 306 North Rhodes Avenue in Sarasota, Florida, United States. Partnered with New York Life, we are dedicated to serving professional advisors and helping clients secure their financial future. Our mission is to align your wealth with your goals, providing clarity and order to your financial life. With decades of industry knowledge, we offer custom solutions tailored to your needs. We prioritize developing deep, personal relationships with our clients, built on trust and integrity. Our proactive approach involves coordinating with your other professionals, such as attorneys and CPAs, to ensure everyone is working towards your financial goals. Our Financial Advisers, Steve Griffin and Kelly Goldstein, offer investment advisory services through Eagle Strategies LLC and securities through NYLIFE Securities LLC. We are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies.
306 N Rhodes Ave # 110, Sarasota, FL 34237, United States -
Graham M. Cox, AAMS - UBS Financial Services Inc.
● OpenGraham 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.
1819 Main St Suite 900, Sarasota, FL 34236, United States -
Investment Financial Services
● ClosedInvestment Financial Services is a reputable finance institution located at 6710 Professional Parkway West in Sarasota, Florida, United States. With a team of experienced financial advisors and experts, we offer a wide range of investment services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, our professionals are dedicated to providing personalized solutions tailored to your specific needs. Trust Investment Financial Services for all your financial planning and investment needs.
6710 Professional Pkwy W, Sarasota, FL 34240, United States -
Executive Accounting Solutions of Sarasota
● OpenExecutive Accounting Solutions of Sarasota is a leading accounting and finance institution located at 2075 Fruitville Road in Sarasota, Florida. With a team of experienced professionals, they offer a wide range of services to help businesses and individuals manage their financial affairs effectively. From bookkeeping and tax preparation to financial planning and consulting, they provide tailored solutions to meet the unique needs of each client. With a commitment to excellence and integrity, Executive Accounting Solutions of Sarasota is a trusted partner for all your accounting and finance needs.
2075 Fruitville Rd # 100, Sarasota, FL 34237, United States -
Pamela Kerstetter - Prudential Financial
● OpenWelcome to Pamela Kerstetter - Prudential Financial, your trusted partner in finance and insurance solutions located in the heart of Sarasota, Florida. With a commitment to providing personalized financial guidance and comprehensive insurance services, we strive to help you achieve your financial goals and secure your future. Our expert team, led by Pamela Kerstetter, brings years of experience and a deep understanding of the financial landscape to offer tailored solutions that meet your unique needs. Whether you're planning for retirement, looking to protect your assets, or seeking investment opportunities, we offer a wide range of services including financial planning, life insurance, annuities, and investment management. At Pamela Kerstetter - Prudential Financial, we prioritize building long-term relationships with our clients, ensuring transparency, integrity, and excellence in all our interactions.
Sarasota, Florida 34232, United States -
Cardinal Financial Company, Limited Partnership
● ClosedWelcome to Cardinal Financial Company, Limited Partnership, your trusted partner in financial solutions located in the heart of Sarasota, Florida. Situated at 5011 Ocean Boulevard, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. With a commitment to integrity and excellence, we specialize in a comprehensive range of financial products and services designed to help you achieve your financial goals. Our team of experienced professionals is here to guide you through every step of your financial journey, offering personalized advice and innovative solutions. Whether you're seeking mortgage services, financial planning, or investment advice, Cardinal Financial Company is here to assist you with unparalleled expertise and a personalized approach.
5011 Ocean Boulevard, Sarasota, Florida 34242, United States -
Sage
● ClosedSage is a charming restaurant located at 1216 1st Street in Sarasota, Florida. Known for its delicious and innovative cuisine, Sage offers a unique dining experience in a cozy and inviting atmosphere. Whether you're looking for a romantic dinner for two or a casual meal with friends, Sage has something for everyone. With a menu that features fresh, locally sourced ingredients and a team of talented chefs, Sage is sure to satisfy your culinary cravings. Come and experience the flavors of Sarasota at Sage.
1216 1st St, Sarasota, FL 34236, United States -
The Academy at Glengary
● ClosedThe Academy at Glengary, located at 1910 Glengary Street in Sarasota, Florida, is a health institution dedicated to providing a pathway to success, friendship, and careers for adults seeking to improve their mental health. As a member of the Academy, individuals have access to facilities in both Sarasota and Bradenton, with a focus on self-directed opportunities based on the 8 Dimensions of Wellness. These dimensions include intellectual, physical, financial, social, emotional, vocational, environmental, and spiritual well-being. Friendship, fulfillment, employment, and fun are all integral parts of the journey at The Academy. The institution is proud to be a founding network partner with Fountain House United, a nationwide network focused on advancing mental health support and recovery solutions. The Academy at Glengary holds a three-year accreditation with Clubhouse International, emphasizing its commitment to providing high-quality services to its members.
1910 Glengary St, Sarasota, FL 34231, United States -
Linda Timson, Bankers Life Agent
● ClosedLinda Timson, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. Specializing in providing personalized insurance solutions, Linda Timson is dedicated to helping clients protect their financial futures. With a focus on integrity and customer service, Linda Timson, Bankers Life Agent is committed to finding the right insurance products to meet the unique needs of each individual and family. Contact them today to learn more about their services and how they can help you secure your financial well-being.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Aksala Wealth Advisors - Retirement Planning & Portfolio Management
● ClosedAksala 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.
6260 Lake Osprey Dr, Sarasota, FL 34240, United States -
Walters & Associates CPAs
● ClosedWalters & 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.
5266 Office Park Blvd STE 204, Bradenton, FL 34203, United States -
Ardor Wealth Managment
● ClosedArdor Wealth Management is a leading finance institution located at 1517 State Street in Sarasota, Florida, United States. With a team of experienced financial advisors, Ardor Wealth Management offers personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Ardor Wealth Management provides comprehensive financial solutions tailored to each client's unique needs. Trust Ardor Wealth Management to guide you towards a secure financial future.
1517 State St Suite 102, Sarasota, FL 34236, United States -
Walters Strategic Advisors
● OpenWalters Strategic Advisors is a finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. Specializing in proactively managing taxes for maximum returns at every step of your investment journey, our team of CPAs and Financial Advisors understand the importance of tax-efficient investment planning. We utilize tax-advantaged investment accounts and tax-loss harvesting strategies to maximize investment returns and minimize taxes for our clients. Our comprehensive approach to retirement planning includes investment strategies, retirement withdrawal strategies, and portfolio risk mitigation strategies. By developing personalized retirement plans and staying on track, we help our clients build a financially secure retirement regardless of their life stage.
3277 Fruitville Rd # E, Sarasota, FL 34237, United States -
The 360 Group - Morgan Stanley
● OpenThe 360 Group at Morgan Stanley is a finance institution located at 2 North Tamiami Trail in Sarasota, Florida. Our team of experienced professionals provides comprehensive financial services and investment solutions to help clients achieve their financial goals. With a focus on personalized service and strategic planning, we strive to build long-term relationships based on trust and integrity. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, The 360 Group at Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
William L. Clark & Associates
● ClosedWilliam L. Clark & Associates is a reputable institution located at 8484 South Tamiami Trail in Sarasota, Florida. Specializing in a wide range of financial services, the dedicated team at William L. Clark & Associates is committed to providing personalized solutions for individuals and businesses alike. With a focus on excellence and integrity, clients can trust in the expertise and professionalism of the staff at this esteemed institution. Whether you are seeking investment advice, retirement planning, or estate planning services, William L. Clark & Associates is here to help you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards securing your financial future.
8484 S Tamiami Trail, Sarasota, FL 34238, United States -
Adams and Reese LLP
● ClosedAdams and Reese LLP is a prestigious law firm located at 2001 Siesta Drive in Sarasota, Florida. With a reputation for excellence and a commitment to providing top-notch legal services, the firm is known for its experienced attorneys who specialize in a wide range of practice areas. From corporate law to real estate, estate planning to litigation, Adams and Reese LLP offers comprehensive legal representation to clients in Sarasota and beyond. With a focus on client satisfaction and achieving successful outcomes, this firm is a trusted partner for individuals and businesses seeking expert legal counsel.
2001 Siesta Dr # 302, Sarasota, FL 34239, United States -
Jonathan Abbuehl - TIAA Wealth Management Advisor
● OpenJonathan Abbuehl - TIAA Wealth Management Advisor is a finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida. As a trusted advisor, Jonathan Abbuehl offers personalized wealth management services to help clients achieve their financial goals. With a focus on integrity and expertise, Jonathan provides tailored solutions to help individuals and families grow and protect their assets. Whether you are planning for retirement, saving for education, or investing for the future, Jonathan Abbuehl is dedicated to helping you navigate the complexities of wealth management with confidence and peace of mind. Contact Jonathan Abbuehl - TIAA Wealth Management Advisor today to start building a secure financial future.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Glaxis Capital Management, LLC
● OpenGlaxis Capital Management, LLC is a finance institution located at 443 John Ringling Boulevard in Sarasota, Florida, United States. We specialize in providing investment management services to a diverse range of clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to delivering personalized and strategic financial solutions tailored to each client's unique needs. At Glaxis Capital Management, LLC, we prioritize transparency, integrity, and excellence in all aspects of our operations to ensure the utmost satisfaction and success of our clients.
443 John Ringling Blvd G, Sarasota, FL 34236, United States -
Abshire Michael CPA
● OpenAbshire Michael CPA is a reputable accounting and finance institution located at 5560 Bee Ridge Road in Sarasota, Florida, United States. Specializing in providing expert financial services, including tax preparation, auditing, and consulting, Abshire Michael CPA is dedicated to helping individuals and businesses manage their financial affairs effectively. With a team of experienced and qualified professionals, clients can trust in the institution's expertise and commitment to delivering top-notch accounting solutions. Whether you need help with tax planning or financial analysis, Abshire Michael CPA is the go-to destination for all your accounting and finance needs.
5560 Bee Ridge Rd # 1, Sarasota, FL 34233, United States -
AccountNsee
● OpenAccountNsee is a reputable accounting and finance institution located at 3309 Bougainvillea Street in Sarasota, Florida, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, bookkeeping, and more. With a commitment to accuracy and integrity, we strive to help our clients achieve their financial goals with personalized solutions tailored to their specific needs. Visit us today to experience the AccountNsee difference.
3309 Bougainvillea St, Sarasota, FL 34231, United States -
R.D. Hoag & Associates, LLC
● OpenR.D. Hoag & Associates, LLC is a reputable accounting and finance institution located at 2801 Fruitville Road in Sarasota, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, and consulting. Clients can expect personalized solutions tailored to their specific needs and goals. R.D. Hoag & Associates, LLC is known for their commitment to excellence and integrity in the industry, making them a trusted partner for individuals and businesses alike.
2801 Fruitville Rd #290, Sarasota, FL 34237, United States -
David S Foran CPA PA: Foran David S CPA
● ClosedDavid S Foran CPA PA is a reputable accounting and finance institution located at 3921 Nelson Avenue in Sarasota, Florida, United States. Led by the experienced and knowledgeable Foran David S CPA, the institution offers a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, David S Foran CPA PA is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. With a commitment to professionalism and excellence, clients can trust in the expertise and integrity of the team at David S Foran CPA PA.
3921 Nelson Ave, Sarasota, FL 34231, United States -
Plush Smith PA
● ClosedPlush Smith PA is a reputable finance institution located at 2 North Tamiami Trail in Sarasota, Florida. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax planning, investment management, or estate planning, Plush Smith PA is dedicated to providing personalized solutions to meet your specific needs. Their commitment to excellence and integrity sets them apart as a trusted partner in helping you achieve your financial goals.
2 N Tamiami Trail Suite 506, Sarasota, FL 34236, United States -
Landstar Associates
● OpenLandstar Associates is a safety-first transportation solutions provider located at 1358 Fruitville Road in Sarasota, Florida, United States. Our services are delivered by a network of independent freight agents, leased owner-operators, and other third-party capacity providers, all dedicated to providing safe, secure, and reliable transportation services. As a technology-enabled, asset-light provider of integrated transportation management solutions, Landstar empowers entrepreneurs to offer customized shipping solutions to a wide range of customers. Our EVP of Specialized Freight Services, Al Reisman, shares invaluable insights on achieving success in heavy/specialized shipping.
1358 Fruitville Rd # 310, Sarasota, FL 34236, United States -
Mediserv Management LLC
● OpenMediserv Management LLC is a leading health management company located in Sarasota, Florida, United States. Specializing in pharmacy services, Mediserv offers a wide range of medications and medical supplies to meet the needs of patients and healthcare providers. With a focus on quality care and customer satisfaction, Mediserv is dedicated to providing top-notch services to the community. Visit our store today for all your health management needs.
Sarasota, FL 34233, United States -
Walters & Associates, CPAs
● ClosedWelcome to Walters & Associates, CPAs, your trusted partner in accounting and financial services, located at 5858 Central Avenue, St. Petersburg, Florida. We are a team of dedicated professionals committed to reinventing your business success through personalized tax guidance and strategic financial solutions. Our refreshing approach to tax-based accounting ensures that your financial goals are met with precision and care. At Walters & Associates, we understand the complexities of the financial landscape and offer a comprehensive range of services to simplify your business operations. Our expertise in audit maximization, financial control analysis, and business performance ensures you receive the highest return on investment. With over 500 financial projections submitted to AHCA without denials, our track record speaks for itself.
5858 Central Avenue, St. Petersburg, Florida 33707, United States
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