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TOP 30 Long term investment strategy in Sarasota, FL
32 results found
Search for local businesses, places and services near you
Sarasota Health and Financial Services
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.
Ryon Wealth Strategies
Ryon Wealth Strategies is a financial advisor located in Sarasota, Florida, offering services to help individuals plan for their financial future. The principal and founder of the institution holds various securities licenses and is accredited as an Investment Fiduciary. Securities are offered through LPL Financial, while investment advice is provided through Private Advisor Group. The institution is dedicated to helping clients achieve their retirement goals and offers a free guide on how to live the life you want in retirement. Visit Ryon Wealth Strategies at 8586 Potter Park Drive in Sarasota, Florida, across from the YMCA, to start planning for a secure financial future.
First Security Investments
First Security Investments is a leading finance institution located at 3340 Bee Ridge Road in Sarasota, Florida, United States. With a reputation for excellence and expertise in the finance industry, we offer a wide range of investment services to help our clients achieve their financial goals. Our team of experienced professionals provides personalized guidance and support to ensure that each client receives the best possible investment solutions tailored to their individual needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, First Security Investments is committed to helping you succeed in reaching your financial objectives.
Bankers Life
Bankers Life, located at 301 North Cattlemen Road in Sarasota, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as products from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising cost of healthcare and the need for long-term care, it's important to be prepared and have discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that meets your individual aspirations. Join us at Bankers Life and achieve more while helping your community achieve a financially secure retirement.
Danielle Ely, Bankers Life Agent
Danielle Ely, Bankers Life Agent is a reputable insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. As a Bankers Life Agent, Danielle Ely provides expert guidance and personalized insurance solutions to clients looking to protect their financial future. With a commitment to excellent customer service and a deep understanding of the insurance industry, Danielle Ely is dedicated to helping individuals and families find the right insurance coverage to meet their needs. Contact Danielle Ely, Bankers Life Agent today for a consultation and start securing your financial well-being.
Belinda Marty, Bankers Life Agent
Belinda Marty, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida. As a representative of Bankers Life, Belinda Marty offers a range of insurance products and services to help individuals and families protect their financial futures. With a focus on providing personalized attention and tailored solutions, Belinda Marty is dedicated to helping clients navigate the complexities of insurance and plan for the unexpected. Whether you're looking for life insurance, long-term care coverage, or retirement planning, Belinda Marty, Bankers Life Agent is committed to helping you secure peace of mind for the future.
Retallick Financial Group
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.
Ardor Wealth Managment
Ardor 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.
TruVestments
TruVestments is a finance institution located at 5391 Lakewood Ranch Boulevard North, Sarasota, Florida, United States. We prioritize transparency and open communication with our clients, providing various channels for interaction. Our goal is to prepare clients for future demographic opportunities and help them build a valuable legacy. With our high-level concierge service, clients can enjoy peace of mind and personalized attention. At TruVestments, we focus on building long-term, goal-oriented relationships rather than just transactions. Wealth preservation, tax planning, and charitable impact are key pillars of our client success strategy. Our team works closely with clients to create cohesive, consultative financial plans tailored to their family goals.
Walters Strategic Advisors
Walters 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.
Rise Financial Partners LLC
Rise Financial Partners LLC is a finance institution located at 4703 Harris Avenue in Sarasota, Florida, United States. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide expert guidance and support to meet the unique needs of each individual or business. Contact us today to learn more about how Rise Financial Partners LLC can help you secure your financial future.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 5919 Approach Road in Sarasota, Florida, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families plan for the future. Their team of experienced financial advisors work closely with clients to develop personalized financial plans that meet their unique needs and goals. Whether you are looking for life insurance, retirement planning, or investment strategies, Northwestern Mutual is committed to helping you achieve financial success.
Michael Calamaras - Northwestern Mutual
Michael Calamaras - Northwestern Mutual is a reputable financial institution located at 2601 Cattlemen Road in Sarasota, Florida, United States. Specializing in providing financial planning, investment strategies, and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients and help them secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
Adamchak, Bordes & Associates Wealth Management
Adamchak, Bordes & Associates Wealth Management is a finance institution located at 1401 Manatee Avenue West in Bradenton, Florida, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service based on trust and personalized care. As proud recipients of recognition from financial industry publications and Bank of America Corporation, we are committed to setting the standard for wealth management. Our advisors have been recognized by Forbes as "Best-in-State Wealth Management Teams" in 2024, and as "Best-in-State Wealth Advisors" in 2023 and 2022. Supported by the global resources of Merrill, our team offers individualized recommendations to address complex financial issues facing our clients. We believe in building strong client relationships by understanding their investment personality, financial goals, and life priorities. Our approach is goals-based, focusing on family, health, leisure, home, work, and finances.
Edward Jones - Financial Advisor: Peter J Abbott, CFP®
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
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
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.
Renee Martone-Cecil - Financial Advisor, Ameriprise Financial Services, LLC
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®
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
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.
Curt Eskew, Financial Advisor - Eskew Financial Group
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.
Steven Dahlquist - Financial Advisor, Ameriprise Financial Services, LLC
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.
Chris Erbeck - Ameriprise Financial Services, LLC
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.
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.
Global Financial Private Client, LLC
Global Financial Private Client, LLC is a finance institution located in Sarasota, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to our clients. With a focus on building long-term relationships and understanding each client's unique financial goals, we strive to help individuals and families achieve financial success and security. Visit us at 6000 Cattleridge Drive to learn more about how we can assist you in reaching your financial objectives.
Joyce Shera - RBC Wealth Management Financial Advisor
Joyce Shera - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1819 Main Street in Sarasota, Florida, United States. Specializing in wealth management services, Joyce Shera and her team provide expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Joyce Shera - RBC Wealth Management Financial Advisor is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC
Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1819 Main Street, Sarasota, Florida, United States. The institution offers a range of certifications and designations 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®, 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®. The institution provides comprehensive training and education in various financial planning and investment strategies to best serve the needs of individuals, retirees, small business owners, high net worth clients, and seniors planning for retirement. Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC is committed to providing expert advice and guidance in the field of financial planning and asset management.
Robert E. Messinger, CFS, CLU, ChFC, CDFA, CWS - UBS Financial Services Inc.
Robert E. Messinger, CFS, CLU, ChFC, CDFA, CWS - UBS Financial Services Inc. is a renowned financial institution located at 1819 Main Street in Sarasota, Florida, United States. Specializing in a wide range of financial services, including wealth management, investment planning, and retirement solutions, our team of experts is dedicated to helping clients achieve their financial goals. With a strong focus on personalized service and tailored financial strategies, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world and achieve long-term financial success.
Patrick Cummings - Private Wealth Advisor, Ameriprise Financial Services, LLC
Patrick Cummings - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1819 Main Street, Sarasota, Florida, United States. Patrick Cummings 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®. Patrick specializes in providing comprehensive financial planning services, asset management, estate planning, retirement planning, and investment strategies for individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethical practices and ongoing education, Patrick is dedicated to helping clients achieve their financial goals and secure their financial future.
The Schwartzbaum Urfer Group - Morgan Stanley
The Schwartzbaum Urfer Group at Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Specializing in wealth management, investment planning, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, we strive to provide comprehensive financial solutions tailored to each client's unique needs. Contact us today to learn how we can help you secure your financial future.
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