Personally managed investment accounts in Sarasota, Florida

PMI Sarasota is a reputable real estate asset management company located at 1800 2nd Street in Sarasota, Florida. As a full-service agency, we offer professional residential and short-term services using state-of-the-art technology to keep property owners informed and tenants satisfied. Our locally owned and operated office is part of a well-established franchise that has been revolutionizing the property management industry for nearly two decades. We pride ourselves on our proven marketing methods to attract high-quality tenants, thorough screening process, on-time rent payments, prompt maintenance services, worry-free accounting, and legal compliance. Our team conducts regular inspections to ensure your property remains in optimal condition and offers premier residential property management services. For those interested in short-term rentals, we provide hospitality services to enhance guest satisfaction and create memorable experiences.

Merrill Lynch Wealth Management, located at 871 Venetia Bay Boulevard in Venice, Florida, offers comprehensive financial services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are committed to understanding each client's goals and financial situation in order to create tailored strategies for long-term success. They also actively engage in charitable activities to support their local communities.

Allstate Personal Financial Representative Donald Jankowski is a trusted finance and insurance agency located at 21554 Angela Lane in Venice, Florida, United States. With years of experience and expertise, Donald Jankowski provides personalized financial solutions to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage or investment advice, Donald Jankowski is dedicated to providing top-notch service and guidance to ensure your financial well-being. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Family Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 1819 Main Street in Sarasota, Florida, United States. With a team of experienced professionals, they offer a wide range of wealth management services to help individuals and families achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, their experts can provide personalized solutions to meet your needs. Trust in Family Wealth Management Group - UBS Financial Services Inc. to guide you towards a secure financial future.

Premier Retirement Asset Management is a leading finance institution located at 412 South Tamiami Trail in Osprey, Florida, United States. With a focus on helping individuals plan for a secure and comfortable retirement, the team at Premier Retirement Asset Management offers expert financial advice and personalized investment strategies. Whether you are just starting to save for retirement or are looking to maximize your current assets, their experienced professionals are dedicated to helping you reach your financial goals. Trust Premier Retirement Asset Management to guide you towards a prosperous and worry-free retirement.

Namack Portfolio Investment Professionals, LLC is a finance institution located at 2567 Toledo Blade Boulevard in North Port, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch investment services to help our clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or navigate the complexities of the financial markets, we are here to help. Trust Namack Portfolio Investment Professionals, LLC to provide you with expert guidance and personalized solutions for all your investment needs.

Elite Life Management is a premier finance institution located at 2170 Main Street in Sarasota, Florida. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking to invest, save for retirement, or plan for your children's education, we provide personalized financial solutions tailored to your specific needs. At Elite Life Management, we are committed to helping you build and protect your wealth for a secure and prosperous future.

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.

Crews Bank & Trust is a reputable financial institution located at 15 South Palm Avenue in Sarasota, Florida, United States. As a trusted bank, Crews offers a wide range of financial services including checking and savings accounts, loans, investment options, and financial planning. With a commitment to providing personalized and reliable service to its customers, Crews Bank & Trust is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with Crews Bank & Trust.

Welcome to Walters & Associates, CPAs, your trusted partner in accounting and financial services, located at 5858 Central Avenue, St. Petersburg, Florida. We are a team of dedicated professionals committed to reinventing your business success through personalized tax guidance and strategic financial solutions. Our refreshing approach to tax-based accounting ensures that your financial goals are met with precision and care. At Walters & Associates, we understand the complexities of the financial landscape and offer a comprehensive range of services to simplify your business operations. Our expertise in audit maximization, financial control analysis, and business performance ensures you receive the highest return on investment. With over 500 financial projections submitted to AHCA without denials, our track record speaks for itself.

WesTax, Inc is a reputable finance institution located at 2477 Stickney Point Road in Sarasota, Florida, United States. With a team of experienced professionals, WesTax, Inc provides a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, WesTax, Inc is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Liberty Savings Bank is a trusted financial institution located at 8383 South Tamiami Trail in Sarasota, Florida, United States. Offering a range of banking services including ATMs, this bank is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to customer service and financial expertise, Liberty Savings Bank is a reliable choice for all your banking and finance needs.

Koontz & Associates PL is a reputable institution located at 1613 Fruitville Road in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to individuals and businesses alike. With a focus on delivering personalized solutions and expert advice, we strive to help our clients achieve their financial and legal goals. Whether you are in need of tax preparation, investment guidance, or legal representation, Koontz & Associates PL is here to assist you every step of the way.

H&R Block is a renowned accounting and finance institution located at 935 North Beneva Road in Sarasota, Florida, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses looking to manage their finances effectively. The institution's team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they make informed decisions that lead to financial success. Whether you need assistance with tax filing, financial planning, or investment strategies, H&R Block is committed to providing top-notch service and support.

Pellegrino & McFarland, PA is a reputable accounting and finance institution located at 1800 2nd Street in Sarasota, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized and reliable support to help them navigate the complexities of their financial matters. Whether you are an individual or a business, Pellegrino & McFarland, PA is dedicated to providing top-notch services to help you achieve your financial goals.

Liberty Savings Bank is a trusted financial institution located at 4103 South Tamiami Trail in Venice, Florida. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds easy and convenient. With a commitment to providing excellent customer service and financial expertise, Liberty Savings Bank is your go-to destination for all your banking needs in Venice.

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.

H&R Block is a renowned accounting and finance institution located at 617 North Washington Boulevard in Sarasota, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal finances or a business in need of accounting assistance, H&R Block is committed to providing expert guidance and support to help you achieve your financial goals.

Crews Bank & Trust is a trusted financial institution located at 207 South Tamiami Trail in Venice, Florida, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Whether you're looking to open a checking or savings account, apply for a loan, or invest in your future, our experienced team of professionals is here to help. At Crews Bank & Trust, we are committed to providing personalized service and building long-lasting relationships with our clients. Visit us today to see how we can help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 14929 Tamiami Trail in North Port, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you navigate the complexities of the financial world. Visit us today to ensure your financial success and security.

Suncoast Credit Union is a trusted financial institution located at 4150 South Tamiami Trail in Venice, Florida, United States. As a member-owned cooperative, Suncoast Credit Union is dedicated to providing personalized banking services and financial solutions to its members. With a focus on community involvement and customer satisfaction, Suncoast Credit Union strives to help individuals achieve their financial goals and secure their financial future. Whether you're looking for a checking account, savings account, loan, or investment services, Suncoast Credit Union is here to help you every step of the way. Visit us today to experience the difference of banking with a credit union that puts its members first.

GTE Financial Credit Union is a trusted financial institution located at 3510 Fruitville Road in Sarasota, Florida, United States. As a credit union, they offer a wide range of financial services including banking, loans, insurance, and investment options. Whether you need an ATM for quick cash withdrawals or expert advice on managing your finances, GTE Financial Credit Union is here to help you achieve your financial goals. Visit them today to experience personalized service and competitive rates.

The Desota is a premier financial institution located in the heart of Sarasota, Florida. Situated at 1415 2nd Street, our institution offers a wide range of financial services to meet the needs of our clients. From investment management to retirement planning, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to learn more about how The Desota can help you secure your financial future.

Floridacentral Credit Union is a trusted financial institution located at 3451 Cattlemen Road in Sarasota, Florida, United States. As a credit union, Floridacentral offers a wide range of financial services to its members, including savings accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Floridacentral Credit Union is dedicated to helping its members achieve their financial goals.

Suncoast Credit Union is a financial institution located at 4451 Aidan Lane in North Port, Florida, United States. As a credit union, Suncoast offers a variety of financial services such as savings accounts, loans, and investment options to its members. With a focus on providing personalized customer service and competitive rates, Suncoast Credit Union is committed to helping individuals and families achieve their financial goals. Whether you are looking to save for the future, purchase a home, or plan for retirement, Suncoast Credit Union is dedicated to providing the support and resources you need to succeed.

Scott Long, Modern Woodmen of America is a finance institution located at 1198 Oregon Lane in North Port, Florida, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative at Modern Woodmen, you can make a positive impact for your family and community by helping meet current needs, achieve future dreams, and plan for all stages of life. The institution offers a portfolio of high-quality financial products to meet a wide range of life needs. Members can access helpful tips, articles, and member benefits to impact their community. Online services include making payments, updating information, and accessing account details. If you are unable to find a representative in your community, Modern Woodmen is willing to help. Securities are offered through MWA Financial Services Inc., a subsidiary of Modern Woodmen of America. Check the background of the firm or representative on FINRA's BrokerCheck. Products are available in most states. Explore shared values with a Modern Woodmen representative in your community today.

Michael Richard is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 301 North Cattlemen Road in Sarasota, Florida. As an insurance agency, Michael Richard offers a range of insurance products and financial services to meet the individual needs of clients. With a focus on providing personalized solutions and excellent customer service, Michael Richard is committed to helping clients achieve their financial goals and secure their future. Contact Michael Richard today to learn more about the insurance and financial services available.

Jacobina Trump, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida. Specializing in life insurance and financial services, our team is dedicated to helping individuals and families plan for the future and protect what matters most. With a focus on personalized service and tailored solutions, we strive to provide our clients with peace of mind and security. Contact us today to learn more about our offerings and how we can assist you in achieving your financial goals.

Full Spectrum Financial Group is a finance and insurance agency located at 306 North Rhodes Avenue in Sarasota, Florida, United States. Partnered with New York Life, we are dedicated to serving professional advisors and helping clients secure their financial future. Our mission is to align your wealth with your goals, providing clarity and order to your financial life. With decades of industry knowledge, we offer custom solutions tailored to your needs. We prioritize developing deep, personal relationships with our clients, built on trust and integrity. Our proactive approach involves coordinating with your other professionals, such as attorneys and CPAs, to ensure everyone is working towards your financial goals. Our Financial Advisers, Steve Griffin and Kelly Goldstein, offer investment advisory services through Eagle Strategies LLC and securities through NYLIFE Securities LLC. We are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies.

Sage 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.