Personalized financial services in Longboat Key, Florida
14 results found
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Longboat Key Financial Group LLC
● ClosedLongboat Key Financial Group LLC is a reputable finance and insurance agency located at 6350 Gulf of Mexico Drive in Longboat Key, Florida, United States. With a team of experienced professionals, they offer a range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Longboat Key Financial Group LLC is dedicated to providing personalized solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
6350 Gulf of Mexico Dr #101, Longboat Key, FL 34228, United States -
Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|CEPA®|AAMS™
● ClosedEdward Jones - Financial Advisor: Michelle K Johnson, CFP®|CEPA®|AAMS™ is a leading financial institution located at 595 Bay Isles Road in Longboat Key, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planner Michelle K Johnson, this institution offers top-notch financial advisory services to help individuals and businesses achieve their financial goals. Specializing in comprehensive financial planning, estate planning, and asset management, Edward Jones is committed to providing personalized solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Michelle K Johnson and her team are dedicated to helping you make informed decisions and secure your financial future.
595 Bay Isles Rd Suite 260, Longboat Key, FL 34228, United States -
McGriff Insurance Services
● ClosedWelcome to McGriff Insurance Services, your trusted partner in safeguarding what matters most to you. Located at 510 Bay Isles Road, Longboat Key, Florida, our experienced team is dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of both individuals and businesses. For over a century, McGriff Insurance Services has been a beacon of reliability and expertise in the insurance industry. We pride ourselves on being a get-it-done broker, deeply rooted in building lasting relationships and driven by a passion to serve. Our commitment to excellence ensures that you never have to settle for less than the best when it comes to protecting your most valuable assets.
510 Bay Isles Road, Longboat Key, Florida 34228, United States -
Coldwell Banker - Siesta Key
● OpenWelcome to Coldwell Banker Realty - Siesta Key, your premier real estate agency located in the heart of the vibrant and picturesque village of Siesta Key, Sarasota, Florida. Nestled at 5145 Ocean Boulevard, our office enjoys a prime location that captures the essence of this tropical paradise, renowned for its stunning beaches, exceptional dining, lively music, and eclectic shopping experiences. Our Siesta Key office is a hub of activity, attracting a diverse clientele from local residents to international visitors, all drawn by the allure of our prominently displayed property listings. With over 70 dedicated and experienced independent sales associates, we are committed to providing unparalleled customer service, ensuring you find the perfect property to match your lifestyle.
5145 Ocean Boulevard, Sarasota, Florida 34242, United States -
MIC Insurance
● ClosedMIC Insurance is a trusted insurance agency located at 595 Bay Isles Road in Longboat Key, Florida. With a commitment to providing top-notch insurance products and exceptional customer service, MIC Insurance strives to protect individuals and businesses from unforeseen risks. Whether you are in need of auto, home, life, or business insurance, our knowledgeable agents are here to help you find the perfect coverage options to suit your needs. Contact us today to experience the peace of mind that comes with having reliable insurance protection.
595 Bay Isles Rd #215, Longboat Key, FL 34228, United States -
Secur All Agency Inc
● OpenSecur-All Agency Inc. is an insurance agency located at 510E Bay Isles Road in Longboat Key, Florida, United States. Established in 1964, this family-owned agency has expanded its services to multiple states across the nation. With two office locations in Plainview, NY, and Longboat Key, FL, Secur-All Agency Inc. offers quality insurance solutions for both personal and business needs. Whether you are looking for coverage for your condominium improvements, personal property, or liability risks, Secur-All Agency Inc. has you covered. Their independent insurance agency offers a range of insurance products to protect what matters most to you.
510E Bay Isles Rd, Longboat Key, FL 34228, United States -
Money Concepts
● ClosedMoney Concepts is a premier financial institution located at 5930 Gulf of Mexico Drive in Longboat Key, Florida, United States. Specializing in providing expert financial advice and services, Money Concepts helps individuals and businesses achieve their financial goals through personalized strategies and investment solutions. With a team of experienced professionals, Money Concepts is dedicated to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Money Concepts is committed to providing top-notch financial guidance and support.
5930 Gulf of Mexico Dr # 102, Longboat Key, FL 34228, United States -
Bob Parrish CPA PC
● ClosedBob Parrish CPA PC is a reputable accounting and finance institution located at 4134 Gulf of Mexico Drive in Longboat Key, Florida. With years of experience in providing top-notch financial services, Bob Parrish CPA PC is dedicated to helping individuals and businesses with their accounting needs. Whether you require tax preparation, bookkeeping, or financial planning, their team of professionals is committed to delivering personalized and reliable services. Trust Bob Parrish CPA PC for all your accounting and finance needs in the beautiful city of Longboat Key.
4134 Gulf of Mexico Dr # 211, Longboat Key, FL 34228, United States -
Main Line Public Adjusters
● OpenWelcome to Main Line Public Adjusters, your trusted partner in navigating the complexities of insurance claims. Conveniently located at 5380 Gulf of Mexico Drive, Longboat Key, Florida, we are dedicated to serving the local community with expertise and integrity. As a premier insurance agency, we specialize in representing policyholders to ensure they receive the full compensation they are entitled to from their insurance companies. Our team of experienced public adjusters works diligently to assess, document, and negotiate your claims, whether it's for residential or commercial properties. We understand the stress and challenges that come with property damage or loss, and we are committed to making the claims process as smooth and successful as possible. At Main Line Public Adjusters, we pride ourselves on our personalized service and attention to detail, ensuring that each client receives the support and representation they deserve.
5380 Gulf of Mexico Drive, Longboat Key, Florida 34228, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking, finance, and insurance services, conveniently located at 510 Bay Isles Road, Longboat Key, Florida 34228. At Truist, we are committed to providing comprehensive financial solutions tailored to meet your unique needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, we are here to assist you every step of the way. Our wide range of services is offered through various affiliates of Truist Financial Corporation. Truist Bank, a Member FDIC, provides essential banking products and services, including loans and deposit accounts. For trust and investment management services, Truist Bank and Truist Delaware Trust Company are at your service. Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency, offers securities, brokerage accounts, and insurance, including annuities. Our investment advisory services are provided by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, both SEC registered investment advisers.
510 Bay Isles Road, Longboat Key, Florida 34228, United States -
Bank of America (with Drive-thru ATM)
● ClosedWelcome to Bank of America, conveniently located at 500 Bay Isles Road, Longboat Key, Florida 34228. As a leading financial institution, we are committed to providing our clients with a comprehensive range of banking and financial services. Whether you're managing personal finances, planning for the future, or running a business, our experienced team is here to assist you every step of the way. Our Longboat Key branch offers a welcoming atmosphere where you can meet with our knowledgeable staff to discuss your financial needs. We provide a variety of services, including personal and business banking, loans, credit cards, investment advice, and more. Our goal is to help you achieve financial success through personalized solutions tailored to your unique circumstances.
500 Bay Isles Road, Longboat Key, Florida 34228, United States -
Chase Bank
● ClosedWelcome to Chase Bank, conveniently located at 545 Bay Isles Parkway, Longboat Key, Florida 34228. As a leading provider in ATM, banking, and financial services, Chase is dedicated to catering to your personal and business financial needs. Please note that the content on our website is available only in English, and if you choose to apply for Chase products online, all account-related documents will also be provided in English. For business clients, we offer a comprehensive suite of services including Business Banking, where our team of professionals is ready to assist you with improving cash flow, offering credit solutions, and managing payroll. Our business services also extend to online and mobile banking, business credit cards, and tailored payment acceptance solutions.
545 Bay Isles Parkway, Longboat Key, Florida 34228, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, your convenient financial partner located at 510 Bay Isles Road, Longboat Key, Florida 34228. As a trusted name in finance, Truist offers a range of services designed to meet your banking and investment needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, our dedicated team is here to assist you. At this location, you'll have access to a variety of services provided by affiliates of Truist Financial Corporation. Our offerings include banking products and services, loans, and deposit accounts through Truist Bank, a Member FDIC institution. For those interested in trust and investment management, Truist Bank and Truist Delaware Trust Company are at your service. Securities, brokerage accounts, and insurance options, including annuities, are offered through Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency.
510 Bay Isles Road, Longboat Key, Florida 34228, United States -
Coldwell Banker Realty
● OpenWelcome to Coldwell Banker Realty, your premier real estate agency located at 595 Bay Isles Parkway, Longboat Key, Florida. Nestled in the heart of the Charthouse, our prestigious Coldwell Banker PREVIEWS Sales Center is dedicated to providing exceptional service in the global luxury market. With a strong reputation built on personal, quality service, we offer comprehensive resources and innovative marketing programs to meet all your real estate needs. Our full-service real estate office specializes in exceptional properties across Longboat Key, St. Armand's Circle, Lido Key, Bird Key, Siesta Key, Casey Key, and Sarasota. Whether you are buying or selling, you will benefit from our unparalleled national and local strength in advertising, marketing, referrals, and technology.
595 Bay Isles Parkway, Longboat Key, Florida 34228, United States
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