Personalized retirement planning in Sarasota, Florida

The Bridge Sarasota is a school located at 2113 Morgan Johnson Road in Bradenton, Florida. Our institution offers a unique and innovative approach to education, focusing on individualized learning and fostering a sense of community among students and staff. Our dedicated teachers and staff are committed to providing a supportive and engaging learning environment where students can thrive academically, socially, and emotionally. At The Bridge Sarasota, we believe in nurturing the whole child and preparing them for success in both their academic and personal lives. Come visit us and see the difference a personalized education can make!

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.

AmeriLife of Sarasota County, LLC is an insurance agency located at 3479 Precision Drive in Venice, Florida, United States. As more Americans are purchasing insurance to protect their families, AmeriLife offers affordable insurance and retirement solutions to help people live longer and healthier lives. Since the 1970s, AmeriLife agents have worked closely with individuals to understand their needs and provide personalized insurance and retirement plans. With nearly 60 offices across the country and over 70 carrier partners, AmeriLife offers a wide range of quality annuity, life, and health insurance products. The institution is dedicated to helping people live happier and healthier lives and is constantly expanding into new markets. For those interested in joining the team at AmeriLife, career opportunities are available. Contact Managing Director Maurice Victor at AMLH116@AmeriLife.com or visit the office at The Shoppes at Laurel Square during business hours Monday to Friday from 8am to 5pm.

Family First Life Five Points in Sarasota, Florida is a leading insurance agency dedicated to putting families first. Located at 1990 Main Street, our team of experienced agents are committed to providing top-notch service and finding the best insurance solutions for our clients. Whether you are looking for life insurance, retirement planning, or other financial services, we are here to help you protect your family's future. Trust Family First Life Five Points to prioritize your family's well-being and provide the peace of mind you deserve.

RBF Retirement Solutions is a reputable insurance agency located at 3800 South Tamiami Trail in Sarasota, Florida, United States. With a focus on retirement planning and financial security, RBF offers a range of insurance products and services to help individuals and families prepare for their future. Their knowledgeable team of professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking to protect your assets, plan for retirement, or secure your financial future, RBF Retirement Solutions is committed to helping you achieve your goals.

Odyssey Planning Group - Morgan Stanley is a finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Our team of experienced financial advisors at Morgan Stanley provides personalized wealth management services to help clients navigate their financial journey. From retirement planning to investment strategies, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you in planning for 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.

Gratium Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 7317 Merchant Court in Sarasota, Florida, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts tailored to each individual's needs. While we cannot guarantee future financial results, we are committed to providing personalized guidance and support.

Retirement Wealth Specialists is a finance institution located at 1950 Ringling Boulevard in Sarasota, Florida. Our team of experts specializes in helping individuals plan for a secure and comfortable retirement. With personalized strategies tailored to each client's unique financial goals and circumstances, we strive to provide peace of mind and financial security for our clients as they transition into retirement. Whether you are looking to maximize your savings, create a steady income stream, or minimize tax liabilities, Retirement Wealth Specialists is here to help you navigate the complexities of retirement planning. Contact us today to schedule a consultation and start building your retirement wealth.

Core Wealth Planning is a finance and insurance agency located at 2708 Butterfly Jasmine Trail in Sarasota, Florida. Our experienced team, led by Registered Representative Joshua Sands, offers a range of services including financial planning and investment management. We provide personalized solutions to help you achieve your financial goals. On our website, you can find informative videos and useful calculators to assist you in making informed decisions about your finances. We are affiliated with LPL Financial and HighPoint Advisor Group, ensuring that you receive expert advice and guidance. Contact us today to learn more about how Core Wealth Planning can help you secure your financial future.

Gratium Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 7188 South Beneva Road in Sarasota, Florida, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping individuals achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. While we cannot guarantee future financial results, we are committed to providing personalized financial advice and guidance. We adhere to strict corporate entities and important disclosures, as well as website rules and regulations to ensure the privacy and security of our clients. As a member of FINRA and SIPC, we strive to help your friends and family members achieve their financial goals through our services. Feel free to refer them to us, and we will reach out to them soon. Thank you for considering Gratium Wealth Planning - Ameriprise Financial Services, LLC for your financial needs.

Financial Advisors of Sarasota LLC is a reputable finance institution located at 5902 Tidewood Avenue in Sarasota, Florida, United States. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning, their team is dedicated to providing personalized solutions tailored to your specific needs. Trust Financial Advisors of Sarasota LLC to guide you towards a secure financial future.

Platinum Planning, Inc. is a finance institution located at 534 South Pineapple Avenue in Sarasota, Florida, United States. They offer Investment Advisory services through their Registered Investment Adviser status. Securities are offered through Trade-PMR Inc., a member of FINRA/SIPC. Platinum Planning is registered in Sarasota, FL and may only conduct business in states where it is registered or exempt from registration requirements. Their website provides general information about their services and is not a solicitation for transactions or personalized investment advice over the internet. Users should use the information provided for convenience purposes only. Be sure to check the background of this investment professional before engaging their services.

Churchill Management Group - Sarasota is a finance institution located at 1990 Main Street in Sarasota, Florida. With a strong reputation for providing expert financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide personalized solutions tailored to your specific needs. Trust Churchill Management Group - Sarasota to guide you towards a secure financial future.

Life Planning Law Firm, P.A. is a trusted legal institution located at 1671 Mound Street in Sarasota, Florida, United States. Specializing in life planning services, their team of experienced lawyers is dedicated to helping clients protect their assets, plan for the future, and navigate complex legal matters. From estate planning to probate and elder law, Life Planning Law Firm, P.A. offers personalized and comprehensive legal solutions to meet each client's unique needs. With a commitment to providing top-notch legal guidance and support, this firm is a go-to destination for individuals seeking expert advice and assistance with their life planning needs.

SWAN Retirement Strategies, located at 145 West Center Avenue in Sebring, Florida, is dedicated to helping individuals achieve their retirement goals with confidence. Specializing in providing financial tools and strategies for law enforcement, firefighters, schoolteachers, and other government employees, SWAN Retirement Strategies offers personalized wealth management services to optimize retirement plans. As an independent institution, SWAN Retirement Strategies prioritizes the best interests of their clients by shopping around for the most suitable products. With a focus on data-driven and results-focused approaches, SWAN Retirement Strategies aims to enhance retirement outcomes through tax-efficient solutions. To take the next step in your financial journey, schedule a complimentary consultation with SWAN Retirement Strategies today. Contact their headquarters in Sarasota or their additional office in Sebring for more information. Disclosure: Investment advisory services are offered through Second Half Partners, LLC, an SEC-registered investment advisor, while insurance and annuities are offered through Murrell Winter, FL NPN# 19081214.

Northwestern Mutual Sarasota - Manatee is a financial institution located at 2601 Cattlemen Road in Sarasota, Florida. As part of the Northwestern Mutual network, our team of financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and investment strategies. Whether you are looking to secure your future through retirement planning, investment management, or insurance solutions, our experienced professionals are here to provide expert guidance and support. Visit us at our Sarasota location to learn more about how Northwestern Mutual can help you build a secure financial future.

Sarasota 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.

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.

Retirement Income Source of Sarasota is a finance institution located at 1226 North Tamiami Trail in Sarasota, Florida. We specialize in helping individuals plan for and secure their financial future during retirement. Our team of experienced professionals offers personalized financial advice and strategies to help our clients maximize their retirement income. Whether you are looking to invest, save, or create a retirement plan, Retirement Income Source of Sarasota is here to help you achieve your financial goals.

John Michael Smith CPA- Retired is a place of worship located at 3260 Fruitville Road in Sarasota, Florida, United States. This institution is dedicated to providing spiritual guidance and support to its members, as well as fostering a sense of community and connection. Led by the retired CPA John Michael Smith, this place of worship offers a welcoming and inclusive environment for individuals seeking spiritual growth and fellowship. Join us for services, events, and opportunities for personal and collective reflection and growth.

The Sarasota Bay Group - Morgan Stanley is a leading finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a strong reputation for providing expert financial services, they specialize in wealth management, investment advisory, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, The Sarasota Bay Group - Morgan Stanley is committed to providing you with personalized solutions tailored to your specific needs.

Sarasota Tax Planning, located at 1990 Main Street in Sarasota, Florida, offers expert accounting and finance services. Specializing in accounting, payroll, and bookkeeping support, we can handle all of your back-office needs. Our team is dedicated to developing tailored strategies for both business and individual clients, ensuring that complex financial issues are effectively managed. We are committed to working diligently and providing support beyond tax season, so you can trust us to tackle your most pressing financial challenges. Trust Sarasota Tax Planning to provide reliable and professional financial solutions.

Sunwest Bank in Sarasota is a reputable financial institution located at 2601 Cattlemen Road in Sarasota, Florida. As a trusted provider of financial services, Sunwest Bank offers a wide range of banking solutions to meet the needs of individuals and businesses in the Sarasota area. With a focus on personalized service and innovative financial products, Sunwest Bank is committed to helping customers achieve their financial goals. Whether you are looking for a checking account, savings account, or loan, the experienced team at Sunwest Bank is dedicated to providing excellent customer service and expert financial advice. Visit Sunwest Bank in Sarasota today to experience the difference of banking with a trusted local institution.

HD Money, Inc is a finance institution located at 3322 Bee Ridge Road in Sarasota, Florida, United States. We specialize in providing a wide range of financial services to our clients, including loans, investments, and financial planning. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with managing your personal finances or growing your business, HD Money, Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.

PNC Financial Services Group is a leading financial institution located at 1549 Ringling Boulevard in Sarasota, Florida, United States. As a provider of ATM and finance services, PNC offers a wide range of banking solutions to meet the needs of individuals and businesses. With a strong reputation for customer service and financial expertise, PNC is a trusted partner for all your financial needs.

Frank 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.

Valiant Insurance and Investment Group, Inc. is a reputable insurance agency located at 3277 Fruitville Road in Sarasota, Florida, United States. With a focus on providing top-quality insurance and investment services, our dedicated team of professionals is committed to helping clients protect their assets and plan for their financial future. Whether you are looking for insurance coverage for your home, car, or business, or seeking advice on investment opportunities, Valiant Insurance and Investment Group, Inc. is here to provide personalized solutions to meet your needs. Contact us today to learn more about how we can assist you in securing your financial well-being.

Deighton Financial Services is a reputable insurance agency located at 7349 Castle Drive in Sarasota, Florida, United States. We offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our experienced team of professionals is dedicated to providing personalized and reliable insurance solutions to help protect what matters most to our clients. Whether you are looking for auto, home, life, or business insurance, Deighton Financial Services is here to help you find the coverage that fits your unique needs. Contact us today to learn more about how we can help you secure your future.

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.