Long term financial planning in Sarasota, Florida

Sarasota 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.

LTC Financial Partners is a comprehensive financial, health, and insurance agency located at 1325 South Portofino Drive in Sarasota, Florida, United States. Specializing in long-term care planning, they offer a range of services to help individuals and families protect their assets and plan for the future. With a team of experienced professionals, LTC Financial Partners is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking for insurance coverage, investment advice, or assistance with healthcare planning, LTC Financial Partners is here to help you navigate the complexities of the financial world.

Graham 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.

Aksala 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.

Retallick Financial Group, located at 1990 Main Street in Sarasota, Florida, is a finance institution dedicated to helping clients achieve their long-term financial goals through insurance products. Led by Don Retallick, the team at Retallick Financial Group believes in honesty, integrity, and a commitment to simplifying the complexities of retirement planning in today's volatile climate. Their seminars, held at upscale restaurants, offer gourmet meals alongside informational presentations on retirement strategies and market insights. Retallick Financial Group prioritizes protecting clients' principal, providing a reasonable rate of return, and keeping financial plans simple.

Atlas Financial Advisory Group, INC. is a leading finance institution located in Sarasota, Florida. Our team of experienced financial advisors provides personalized and comprehensive financial planning services to help our clients achieve their long-term financial goals. With a focus on integrity and professionalism, we strive to build lasting relationships with our clients based on trust and transparency. Whether you are planning for retirement, investing for the future, or managing your wealth, Atlas Financial Advisory Group, INC. is here to provide expert guidance every step of the way. Visit us at 8830 South Tamiami Trail to learn more about how we can help you secure your financial future.

Principal Financial Group is a finance institution located at 2803 Fruitville Road, Sarasota, Florida, United States. Discover how insurance can help protect what matters most to you. Download tax forms and get your questions answered easily. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Protect your life and wages to ensure your loved ones can keep moving forward. Dedicate part of your paycheck to big goals like retirement or education with accounts tailored for the long term. Feel confident about investing and meet your money goals with a partner in your area. Learn about 8 simple steps to help your money adapt as life changes and the challenges workers may face in retirement planning. Research our firm with FINRA's BrokerCheck and understand the services, fees, and potential risks of investing with us. Remember that all investments have inherent risks and investing in our portfolios does not guarantee profit or protect against loss. Take control of your financial future with the Retirement Wellness Planner and ensure you are on track for a comfortable retirement. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co, with administrative services offered by Principal Life. Securities are offered through Principal Securities, Inc., member SIPC. Principal Financial Group is dedicated to helping you achieve your financial goals and secure your future.

Edward Jones - Financial Advisor: Peter J Abbott, CFP® is a reputable finance institution located at 1343 Main Street in Sarasota, Florida, United States. Peter J Abbott, a Certified Financial Planner, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on long-term financial planning, Peter Abbott provides expert guidance and tailored strategies to help clients build and protect their wealth. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Peter J Abbott, CFP® is dedicated to helping you secure a strong financial future.

Edward Jones - Financial Advisor: Doug Elliott is a reputable financial institution located at 3040 University Parkway in Sarasota, Florida. As a trusted advisor, Doug Elliott provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping clients navigate the complexities of the financial market with confidence and peace of mind. Whether you are planning for retirement, saving for education, or investing for the future, Doug Elliott and the team at Edward Jones are dedicated to helping you make informed decisions and achieve financial success.

Edward Jones - Financial Advisor: Brandon L High is a reputable financial institution located in Sarasota, Florida. As a trusted advisor, Brandon L High provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing tailored investment strategies, clients can feel confident in their financial future. Visit Edward Jones at 8250 15th Street East to start planning for a secure financial future today.

Lynda Martinsen is a Financial Advisor at Ameriprise Financial Services, LLC located at 3554 Recurve Circle, Sarasota, Florida, United States. Lynda holds various certifications including 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®, CFP®, 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®. These certifications demonstrate Lynda's expertise in asset management, estate planning, retirement planning, investment management, and more. With a commitment to ethical practices and continuous education, Lynda provides comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Lynda Martinsen for expert financial guidance tailored to your specific needs.

Renee Martone-Cecil is a financial advisor at Ameriprise Financial Services, LLC located at 7321 Merchant Court, Sarasota, Florida, United States. Renee has various certifications including 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®. Renee specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest ethical standards and staying informed on the latest investment strategies and opportunities. Contact Renee Martone-Cecil at Ameriprise Financial Services for expert advice on asset management, retirement planning, estate planning, and more.

Edward Jones - Financial Advisor: Greg Mills, CFP®, is a trusted financial institution located at 5250 17th Street in Sarasota, Florida. As a Certified Financial Planner, Greg Mills offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are looking to plan for retirement, save for education, or build wealth, Greg Mills and his team are dedicated to providing expert guidance and support every step of the way. Visit Edward Jones today to start planning for a brighter financial future.

Edward Jones - Financial Advisor: Kevin St John is a trusted financial institution located at 2601 Cattlemen Road in Sarasota, Florida. As a dedicated financial advisor, Kevin St John provides personalized investment advice and guidance to help clients achieve their financial goals. With a focus on long-term financial planning, Kevin and his team at Edward Jones offer a wide range of financial services, including retirement planning, wealth management, and investment strategies. Whether you are looking to grow your wealth or plan for your future, Edward Jones - Financial Advisor: Kevin St John is committed to providing exceptional service and expert advice to help you secure your financial future.

Scott 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.

J Michael Reynolds - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2831 Ringling Boulevard in Sarasota, Florida, United States. The institution offers a range of certifications and designations including 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®. These certifications cover a variety of financial planning topics and demonstrate expertise in areas such as asset management, retirement planning, estate planning, and more. The institution is dedicated to providing comprehensive and specialized financial services to clients, including those in the military and veterans community.

At Curt Eskew, Financial Advisor - Eskew Financial Group, located at 2639 Fruitville Road in Sarasota, Florida, our team is dedicated to helping clients navigate their financial journey. Founder Curt Eskew, who is also a pilot, draws parallels between flying a plane and financial planning, emphasizing the importance of having a solid plan in place to reach your goals safely and efficiently. With over 40 years of experience, our team can assist you no matter where you are on your financial path. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Curt Eskew offers insurance products and services in multiple states. Additionally, as a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Curt Eskew provides securities and advisory services to clients in select states.

Owen O'Donnell is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1819 Main Street, Sarasota, Florida, United States. Owen holds various certifications including 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®, CFP®, 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®. These certifications showcase Owen's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. With a focus on providing personalized and comprehensive financial advice, Owen O'Donnell is dedicated to helping individuals and families achieve their financial goals.

Edward Jones - Financial Advisor: Michael Johnson, CFP® is a renowned financial institution located at 1819 Main Street in Sarasota, Florida, United States. Specializing in providing comprehensive financial planning services, Michael Johnson, a Certified Financial Planner, offers expert guidance and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Michael Johnson, CFP® is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Nicholas Holst, CFP® is a reputable financial institution located at 1899 Fruitville Road in Sarasota, Florida. As a Certified Financial Planner (CFP®), Nicholas Holst provides expert financial advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Nicholas Holst and Edward Jones are dedicated to providing personalized and comprehensive financial solutions. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions when working with Nicholas Holst and Edward Jones.

Edward Jones - Financial Advisor: Amanda P DeLaHunt, CFP®|AAMS™ is a reputable financial institution located at 8075 South Beneva Road in Sarasota, Florida, United States. Specializing in financial planning and investment services, Amanda P DeLaHunt, a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), provides personalized and comprehensive financial advice to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Amanda P DeLaHunt, CFP®|AAMS™ is committed to helping clients secure their financial future.

Edward Jones - Financial Advisor: Christopher S DeMichele, AAMS™ is a leading financial institution located at 5720 Clark Road in Sarasota, Florida, United States. Christopher S DeMichele, a qualified Accredited Asset Management Specialist, offers personalized financial advice and planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Christopher S DeMichele and his team are committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.

Edward Jones - Financial Advisor: Ken Garcia, AAMS™ is a trusted financial institution located at 2601 Cattlemen Road in Sarasota, Florida. As a knowledgeable and experienced financial advisor, Ken Garcia, AAMS™ provides personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to invest for retirement, save for your child's education, or build wealth for the future, Ken Garcia, AAMS™ can help create a customized financial plan tailored to your individual needs. With a commitment to providing exceptional service and guidance, Edward Jones - Financial Advisor: Ken Garcia, AAMS™ is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Brent Campbell, CFP®|CEPA®|AAMS™ is a reputable financial institution located at 2201 Cantu Court in Sarasota, Florida, United States. As a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™), Brent Campbell provides expert financial advice and planning services to individuals and businesses. With a focus on personalized solutions and long-term financial success, clients can trust Edward Jones to help them achieve their financial goals.

Edward Jones - Financial Advisor: Jeannie M Whipple, AAMS™ is a trusted financial institution located at 2800 Bahia Vista Street in Sarasota, Florida, United States. Specializing in finance, Jeannie M Whipple, AAMS™ offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of Jeannie M Whipple, AAMS™.

Steven Dahlquist is a Financial Advisor at Ameriprise Financial Services, LLC located at 1819 Main Street in Sarasota, Florida, United States. Steven holds various certifications including 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®. These certifications showcase Steven's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a strong focus on ethics and continuing education, Steven Dahlquist is dedicated to providing comprehensive financial advice to clients, including retirees, small business owners, high net worth individuals, and those with special financial needs.

Daniel A Shontere is a financial advisor at Ameriprise Financial Services, LLC located at 1819 Main Street in Sarasota, Florida, United States. Daniel holds multiple certifications including 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®, CFP®, 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®. With expertise in various areas of finance, Daniel is dedicated to providing comprehensive and personalized financial planning services to clients.

Chris 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®.

Mariash Lowther Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located in Sarasota, Florida. With a prime location on Main Street, our team of experienced professionals is dedicated to providing top-notch wealth management services to our clients. Whether you are looking to invest, plan for retirement, or grow your assets, our team is here to help you achieve your financial goals. At Mariash Lowther Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Trust us to guide you towards a secure financial future.

Wealth Planning and Design LLC is a trusted financial institution located at 6230 University Parkway in Sarasota, Florida. With over 85 years of experience, we have been assisting individuals and families with their financial decisions through long-term relationships. We take the time to get to know our clients personally, including their children and grandchildren, in order to provide the best possible service. Our mission is to make a positive impact by offering professional advice and exceptional client service. We work closely with our clients to ensure their financial needs are met and help them build a strong financial legacy for future generations.