Investment services in Osprey, FL
28 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
-
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 -
JTomik Investment Planning Group
● ClosedJTomik Investment Planning Group is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in accounting and finance, the institution is affiliated with Summit Financial Networks, a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment advisor. It is important to note that Cetera is under separate ownership from any other named entity.
6151 Lake Osprey Dr 3rd floor, Sarasota, FL 34240, United States -
The Osprey Group - Morgan Stanley
● OpenThe Osprey Group - Morgan Stanley is a prestigious finance institution located at 777 South Flagler Drive in West Palm Beach, Florida, United States. As a part of the renowned Morgan Stanley brand, The Osprey Group offers a wide range of financial services including wealth management, investment banking, and advisory services. With a team of experienced professionals and a commitment to excellence, The Osprey Group is dedicated to helping clients achieve their financial goals and secure their future. Visit us today to experience top-notch financial expertise and personalized service.
777 S Flagler Dr Suite 700E, West Palm Beach, FL 33401, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment management, retirement planning, wealth management, and financial advisory services. Clients can trust in the expertise and professionalism of Raymond James Financial Services to help them achieve their financial goals and secure their financial future.
126 S Osprey Ave, Sarasota, FL 34236, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. They offer a wide range of financial services including investment advice, retirement planning, wealth management, and more. With a commitment to providing personalized service and tailored solutions, Raymond James Financial Services is dedicated to helping clients achieve their financial goals. Their team of experienced professionals strive to provide expert guidance and support to help clients navigate the complexities of the financial world.
6151 Lake Osprey Dr Floor, Sarasota, FL 34240, United States -
Scott Brad Conti - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott Brad Conti is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Scott Brad Conti holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate Scott Brad Conti's expertise in various areas of finance, including asset management, retirement planning, estate planning, and investment management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Scott Brad Conti can provide you with comprehensive financial advice tailored to your specific needs. Contact Scott Brad Conti at Ameriprise Financial Services, LLC for professional and personalized financial guidance.
6151 Lake Osprey Dr #343, Sarasota, FL 34240, United States -
Chris Erbeck - Ameriprise Financial Services, LLC
● ClosedChris Erbeck - Ameriprise Financial Services, LLC is a finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. The institution offers a range of financial services and expertise, with professionals holding various certifications and designations to provide specialized knowledge in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Some of the certifications held by professionals at Chris Erbeck - Ameriprise Financial Services, LLC include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®.
126 S Osprey Ave, Sarasota, FL 34236, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 418 South Tamiami Trail in Osprey, Florida, United States. With a strong commitment to providing personalized financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced financial advisors is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Raymond James Financial Services is here to help you every step of the way.
418 S Tamiami Trail, Osprey, FL 34229, United States -
M & T Financial Services
● OpenM & T Financial Services is a trusted finance institution located at 206 Tina Island Drive in Osprey, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, retirement planning, or managing your finances, we are here to help. Trust M & T Financial Services to provide you with personalized solutions to help you achieve your financial goals.
206 Tina Island Dr, Osprey, FL 34229, United States -
Osprey Pointe
● ClosedOsprey Pointe is a premier real estate agency located at 1900 55th Avenue South in the beautiful city of St. Petersburg, Florida, United States. Our experienced team of real estate professionals is dedicated to helping clients find their dream home or investment property in the vibrant and diverse St. Petersburg area. With a focus on personalized service and attention to detail, Osprey Pointe is committed to providing top-notch real estate services to meet the needs of our clients. Whether you are buying, selling, or renting, Osprey Pointe is here to help you navigate the real estate market with ease and confidence.
1900 55th Ave S, St. Petersburg, FL 33712, United States -
Osprey Bay Villa
● OpenOsprey Bay Villa is a premier real estate agency located at 82754 Overseas Highway in the picturesque town of Islamorada, Florida. Our dedicated team of professionals is committed to helping clients find their dream waterfront property in this stunning coastal community. Whether you are looking for a luxurious vacation home, a cozy beachfront retreat, or a lucrative investment opportunity, Osprey Bay Villa has the expertise and resources to assist you every step of the way. With our extensive knowledge of the local market and personalized approach to customer service, we strive to make the process of buying or selling real estate as smooth and stress-free as possible. Contact us today to start your journey towards owning a piece of paradise in Islamorada.
82754 Overseas Hwy, Islamorada, FL 33036, United States -
The Osprey
● ClosedThe Osprey is a reputable real estate agency located in Tamarac, Florida. Our dedicated team of professionals is committed to helping clients buy, sell, or rent properties in the area. With years of experience and expertise in the local market, we provide personalized service and guidance throughout the real estate process. Whether you are looking for a new home, investment property, or rental, The Osprey is here to assist you every step of the way. Visit us at 5903 Northwest 57th Court to learn more about our services and how we can help you achieve your real estate goals.
5903 NW 57th Ct, Tamarac, FL 33319, United States -
Craig Holloway - State Farm Insurance Agent
● ClosedWelcome to Craig Holloway - State Farm Insurance Agent, located at 1695 U.S. 41 Bypass South in Venice, Florida. We are a full-service insurance agency serving the entire state of Florida, with a focus on the communities of Venice, North Port, Port Charlotte, Englewood, Nokomis, Osprey, Sarasota, and Wellen Park. Our services include Auto insurance, Home insurance, Renters insurance, Life insurance, Health insurance, Business insurance, and more. As a Florida native with over 36 years of experience with State Farm, I am passionate about providing personalized service and meeting the needs of our customers. My team and I are dedicated to exceeding your expectations and building lasting relationships with our clients. We believe in the value of working with a local agent who understands your unique needs and can provide tailored solutions.
1695 U.S. 41 Bypass S Unit 2, Venice, FL 34293, United States -
Citypark Financial
● OpenCitypark Financial is a reputable finance and insurance agency located at 2119 South Tamiami Trail in Osprey, Florida. With a team of experienced professionals, we specialize in providing a wide range of financial services tailored to meet the unique needs of our clients. Whether you are looking for investment advice, insurance coverage, or assistance with retirement planning, our knowledgeable staff is here to help you navigate the complexities of the financial world. Visit Citypark Financial today and let us help you achieve your financial goals.
2119 S Tamiami Trail, Osprey, FL 34229, United States -
Germain Law Group
● OpenGermain Law Group is a comprehensive financial services institution located in Sarasota, Florida. Our team of experienced professionals specialize in accounting, finance, insurance, and legal services to provide our clients with a one-stop solution for all their financial needs. Whether you are looking for tax advice, investment strategies, insurance coverage, or legal representation, Germain Law Group is here to help. Visit us at 6151 Lake Osprey Drive to learn more about how we can assist you in achieving your financial goals.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
GreatFlorida Insurance - Sam Self
● ClosedGreatFlorida Insurance - Sam Self is a trusted insurance agency located at 149 North Tamiami Trail, Osprey, Florida. They offer a wide range of insurance options to protect your home, vehicles, boats, motorcycles, business, and more. Whether you are looking for homeowners insurance to safeguard your property or auto insurance to cover damages and medical costs, their local agents will ensure you have the right coverage. Additionally, they provide umbrella insurance to protect your savings and investments, as well as flood insurance to shield your home from natural disasters. With 24-hour service and a network of independent agents throughout Florida, GreatFlorida Insurance is dedicated to finding affordable insurance solutions for you and your family. Contact Sam Self and his team for personalized assistance and peace of mind.
149 N Tamiami Trail, Osprey, FL 34229, United States -
Sage Wealth Consulting, LLC
● ClosedSage 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.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, 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 -
Regal Financial Group
● ClosedRegal Financial Group is a renowned finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. With a reputation for excellence in financial services, Regal Financial Group offers a wide range of financial solutions tailored to meet the needs of individuals and businesses. Their team of experienced professionals provides expert advice and personalized strategies to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth preservation, Regal Financial Group is dedicated to providing top-notch services to help you secure your financial future.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, 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 -
Edward Jones - Financial Advisor: Blake G Lynn
● ClosedEdward Jones - Financial Advisor: Blake G Lynn is a trusted financial institution located at 456 South Tamiami Trail in Osprey, Florida, United States. As a dedicated finance professional, Blake G Lynn offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Blake G Lynn can provide expert guidance and tailored solutions to meet your needs. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Blake G Lynn is the go-to destination for all your financial planning needs.
456 S Tamiami Trail, Osprey, FL 34229, United States -
Sarasota Capital Strategies
● OpenSarasota Capital Strategies is a leading financial institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in finance, they offer a wide range of services including investment management, financial planning, and retirement planning. With a team of experienced professionals, Sarasota Capital Strategies is dedicated to helping clients achieve their financial goals and secure their financial future. Visit them today to learn more about their personalized financial solutions.
460 S Tamiami Trail, Osprey, FL 34229, United States -
First Command
● ClosedFirst 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 -
Jeffrey W Hanretty CPA
● OpenJeffrey W. Hanretty CPA is a trusted accounting and finance institution located at 438 South Tamiami Trail in Osprey, Florida, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their team of professionals is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. Whether you need help with bookkeeping, budgeting, or investment strategies, Jeffrey W. Hanretty CPA is here to assist you every step of the way. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.
438 S Tamiami Trail, Osprey, FL 34229, United States -
Sage at Cypress Cay
● OpenSage at Cypress Cay is a premier real estate agency located in the beautiful city of Lutz, Florida. Our expert team of agents is dedicated to providing top-notch service to our clients, helping them find their dream home or investment property. With a prime location at 14976 Osprey Nest Loop, Sage at Cypress Cay offers a wide range of properties to suit every need and budget. Whether you are looking to buy, sell, or rent, our experienced agents are here to guide you every step of the way. Trust Sage at Cypress Cay to make your real estate dreams a reality.
14976 Osprey Nest Lp, Lutz, FL 33559, United States -
Florida Suncoast Property Management, LLC
● ClosedFlorida Suncoast Property Management, LLC is a professional property management company located at 206 Harbor Drive South, Venice, Florida. With over 30 years of combined experience in Venice, FL property management and real estate investing in Sarasota County, our team is dedicated to providing top-notch services to property owners in the Southwest Gulf Coast area. From annual property management to vacation and seasonal property management, we utilize our expertise and relationships to bring well-qualified tenants to well-maintained properties. Our knowledgeable staff is committed to helping you find the perfect home for you and your family. Leveraging technology, we provide efficient and secure property management services that you can trust. Our clients rave about our dedicated and honest team, led by Tiffany, who goes above and beyond to ensure client satisfaction. We service a wide range of cities in Florida, including Laurel, South Venice, Venice Gardens, Warm Mineral Springs, Englewood, Nokomis, Osprey, Venice, North Port, and more. Trust Florida Suncoast Property Management, LLC for all your investment property needs in the Gulf Coast Venice, FL area. Contact us today for a Free Rental Quote Price Analysis!
206 Harbor Dr S # B, Venice, FL 34285, United States -
Bringman Roofing
● ClosedWelcome to Bringman Roofing, your trusted roofing contractor located at 1111 29th Avenue West, Bradenton, Florida 34205. Specializing in a range of services including new installations, repairs, re-roofs, and maintenance, we are committed to providing seamless roofing solutions that simplify your new roof investment. Our approach is designed with your convenience in mind. Experience a swift and straightforward process with our online loan application, which is free and user-friendly. Select the loan that best suits your needs and receive a decision on your approval within minutes.
1111 29th Avenue West, Bradenton, Florida 34205, United States -
South Bay Painting, Inc.
● OpenWelcome to South Bay Painting, Inc., your premier painting service provider located in the heart of Naples, Florida. Situated at 128 Ospreys Landing, we specialize in delivering top-quality painting solutions for both residential and commercial properties. Our team of experienced professionals is dedicated to transforming your spaces with precision, creativity, and care. At South Bay Painting, Inc., we understand that your property is a significant investment, which is why we use only the finest materials and the latest techniques to ensure a flawless finish every time. Whether you're looking to refresh your home’s interior with vibrant hues or enhance your business's exterior curb appeal, our comprehensive range of services is tailored to meet your unique needs.
128 Ospreys Landing, Naples, Florida 34104, United States
- Financial advisor
- Financial consulting
- Tax advisor
- Tax consultant
- Apartment rent
- Vacation house rentals
- Car insurance companies
- Home insurance companies
- Lawyer
- Law company
- Tax preparation services
- Vacation rentals with pool
- investment services in Bradenton
- investment services in Islamorada
- investment services in Lutz
- investment services in Naples
- investment services in Sarasota
- investment services in St. Petersburg
- investment services in Tamarac
- investment services in Venice
- investment services in West Palm Beach
List of local businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos