Professional tax consulting in Sarasota, FL
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Ric Coffey - State Farm Insurance Agent
● ClosedRic Coffey - State Farm Insurance Agent is a trusted insurance agency located at 8075 South Beneva Road in Sarasota, Florida. Serving Sarasota & Manatee Counties since 1985, Ric Coffey has been voted Preferred Local Insurance Agent multiple times. They are strong supporters of local charitable organizations, youth, and area schools. The team at Ric Coffey State Farm is dedicated to providing excellent customer service to help clients manage risks, recover from the unexpected, and realize their dreams. With a team of experienced professionals, including Christine, Donna, Jen, Julie, Laurie, Margaret, Misael, Terri, and Ric, they are committed to meeting all of your Insurance and Financial Service's needs. For more information, visit their website or call (941) 924-2808. Securities distributed by State Farm VP Management Corp. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products offered by U.S. Bank National Association. The creditor and issuer of the credit card is U.S. Bank National Association. Rocket Mortgage, LLC is also available for mortgage services. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Please consult a tax or legal advisor for personalized advice.
8075 S Beneva Rd Ste 2, Sarasota, FL 34238, United States -
Ashworth Woody Skibicki
● OpenAshworth Woody Skibicki is a reputable doctor's office located at 5880 Rand Boulevard in Sarasota, Florida. Specializing in health and wellness, this institution offers a range of medical services to cater to the needs of its patients. With a team of experienced and compassionate healthcare professionals, Ashworth Woody Skibicki provides top-quality care in a welcoming and comfortable environment. Whether you are in need of a routine check-up or treatment for a specific health issue, you can trust this institution to provide personalized care tailored to your individual needs. Visit Ashworth Woody Skibicki for all your healthcare needs and experience the difference that quality medical care can make.
5880 Rand Blvd #201, Sarasota, FL 342385118, United States -
Lone Star Wealth Management
● ClosedLone Star Wealth Management is a leading finance and insurance agency located at 3277 Fruitville Road in Sarasota, Florida, United States. With a team of experienced professionals, we provide comprehensive wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, our personalized approach ensures that each client receives tailored solutions to meet their unique needs. Trust Lone Star Wealth Management to guide you towards a secure financial future.
3277 Fruitville Rd Bldg F1, Sarasota, FL 34237, United States -
Full Spectrum Financial Group
● ClosedFull 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.
306 N Rhodes Ave # 110, Sarasota, FL 34237, United States -
Marin Services
● ClosedMarin Services is a reputable accounting and finance institution located at 7626 North Tamiami Trail in Sarasota, Florida, United States. With a team of experienced professionals, Marin Services offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Marin Services is dedicated to providing personalized and efficient financial solutions to help you achieve your financial goals. Visit us today and let us help you with all your accounting and finance needs.
7626 N Tamiami Trail, Sarasota, FL 34243, United States -
Gibson Kohl, P.L.
● ClosedGibson Kohl, P.L. is a reputable law firm located at 1800 2nd Street in Sarasota, Florida. Our team of experienced lawyers specializes in providing high-quality legal services to clients in various practice areas. Whether you are in need of representation for a personal injury case, business litigation, or estate planning, our dedicated attorneys are here to assist you every step of the way. With a commitment to excellence and a track record of successful outcomes, Gibson Kohl, P.L. is the trusted choice for all your legal needs in the Sarasota area. Contact us today to schedule a consultation and learn more about how we can help you.
1800 2nd St #777, Sarasota, FL 34236, United States -
Marc J. Soss, Esquire
● ClosedMarc J. Soss, Esquire is a reputable institution located at 2070 Ringling Boulevard in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, they offer expertise in Estate Planning, Business and Corporate Law, as well as Probate and Trust Administration. Since 1992, Marc J. Soss has been providing top-notch legal representation to individuals and corporate entities in Southwest Florida, including Sarasota, Siesta Key, Longboat Key, and Naples. With a focus on Estate Planning, Asset Protection, and Business Transactions, Marc J. Soss caters to a diverse clientele including business owners, retirees, and individuals seeking to safeguard their assets. Clients can expect personalized attention, tailored legal services, and a high level of expertise from Marc J. Soss, who prides himself on forming long-lasting relationships with each client.
2070 Ringling Blvd, Sarasota, FL 34237, United States -
Wills, Trusts, Probate & Elder Law Firm, PLLC
● ClosedWills, Trusts, Probate & Elder Law Firm, PLLC is a reputable legal institution located at 6751 Professional Parkway West in Sarasota, Florida, United States. Specializing in estate planning, probate, and elder law, their team of experienced lawyers are dedicated to providing expert guidance and support to clients in need of legal advice and representation. Whether you are looking to create a will, establish a trust, navigate the probate process, or address elder law issues, this firm is committed to helping you protect your assets and secure your family's future. Trust in Wills, Trusts, Probate & Elder Law Firm, PLLC for all your estate planning needs.
6751 Professional Pkwy W #104, Sarasota, FL 34240, United States -
Law Office of Mary E. King, P.L.
● ClosedThe Law Office of Mary E. King, P.L. is a trusted institution located at 3389 Magic Oak Lane in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, our team is dedicated to providing expert guidance and representation for our clients. With a focus on professionalism and client satisfaction, we strive to meet the unique needs of each individual we serve. Whether you are in need of tax assistance, financial planning, or legal representation, the Law Office of Mary E. King, P.L. is here to help. Contact us today to schedule a consultation and learn more about how we can assist you.
3389 Magic Oak Ln, Sarasota, FL 34232, United States -
The Law Offices of Robert Marble
● ClosedThe Law Offices of Robert Marble is a reputable legal institution located at 2075 Main Street in Sarasota, Florida, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney Robert Marble and his team are dedicated to providing high-quality legal representation to their clients. With years of experience and a track record of success, the Law Offices of Robert Marble is committed to fighting for justice and achieving the best possible outcomes for their clients. Contact them today for expert legal advice and representation.
2075 Main St STE 18, Sarasota, FL 34237, United States -
David Harris Law
● ClosedDavid Harris Law is a reputable law firm located at 8586 Potter Park Drive in Sarasota, Florida, United States. Specializing in various legal services, the team at David Harris Law is dedicated to providing top-notch representation and support to their clients. With a focus on professionalism, integrity, and expertise, the lawyers at this institution strive to achieve the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, David Harris Law is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
8586 Potter Park Dr Suite 102, Sarasota, FL 34238, United States -
Koontz & Associates PL
● ClosedKoontz & 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.
1613 Fruitville Rd, Sarasota, FL 34236, United States -
Daily, Montfort & Toups Osprey Estate Planning Lawyer
● ClosedDaily, Montfort & Toups Osprey Estate Planning Lawyer is a professional legal institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in estate planning, elder law, and tax defense, their team of experienced attorneys serves the St. Petersburg, Venice, Sarasota, Clearwater, and St. Augustine communities. With a focus on Medicaid planning, probate, civil litigation, and IRS defense, they offer comprehensive services to help individuals and businesses protect their assets and navigate complex legal matters. Led by Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, the firm has been dedicated to improving the quality of life for their clients for over two decades. Whether you need assistance with estate planning, probate, tax issues, or Medicaid planning, Daily, Montfort & Toups is committed to providing expert legal guidance and representation to help you achieve peace of mind. Contact them today for a free consultation and learn more about how they can assist you with your legal needs.
460 S Tamiami Trail Suite A, Osprey, FL 34229, United States -
Retallick Financial Group
● ClosedRetallick 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.
1990 Main St Suite #750, Sarasota, FL 34236, United States -
Ranch Capital Advisors
● ClosedRanch Capital Advisors is a finance institution located at 4910 Lakewood Ranch Boulevard North in Sarasota, Florida, United States. We specialize in providing expert financial advice and investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure financing for a new venture, Ranch Capital Advisors is here to help. Contact us today to learn more about how we can assist you in managing your finances effectively.
4910 Lakewood Ranch Blvd N #130, Sarasota, FL 34240, United States -
Baron Financial Group, LLC
● ClosedBaron Financial Group, LLC is a finance institution located at 1990 Main Street in Sarasota, Florida, United States. With a team of experienced financial professionals, they offer a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your investments or plan for your future, Baron Financial Group, LLC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a secure financial future.
1990 Main St Suite 750, Sarasota, FL 34236, United States -
Yaegers Financial Services
● ClosedYaegers Financial Services is a leading finance institution based in Sarasota, Florida. Located at 2477 Stickney Point Road, our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. With a commitment to excellence and personalized service, Yaegers Financial Services is the trusted partner you need for all your financial needs.
2477 Stickney Point Rd # 117B, Sarasota, FL 34231, United States -
STAR Financial Solutions
● ClosedSTAR Financial Solutions is a leading financial institution located at 2970 University Parkway in Sarasota, Florida, United States. As a trusted provider of finance services, STAR Financial Solutions offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for assistance with investments, retirement planning, or wealth management, our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Visit us today to learn more about how STAR Financial Solutions can help you secure a brighter financial future.
2970 University Pkwy Stuite 200, Sarasota, FL 34243, United States -
Jared Hermann - Morgan Stanley
● OpenJared Hermann - Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic financial planning, we are committed to providing top-notch solutions tailored to each client's unique needs. Visit us today to learn more about how we can help you secure your financial future.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
Gratium Wealth Planning - Ameriprise Financial Services, LLC
● OpenGratium 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.
7317 Merchant Ct # B, Sarasota, FL 34240, United States -
Financial Partners
● OpenFinancial Partners is a leading finance institution located in Sarasota, Florida. Our team of experienced professionals is dedicated to providing personalized financial solutions to our clients. Whether you are looking to invest, save for the future, or secure a loan, we are here to help. Visit us at 1990 Main Street to learn more about how we can assist you in achieving your financial goals.
1990 Main St Suite #750, Sarasota, FL 34236, United States -
Jeff Nydick - Raymond James
● OpenJeff Nydick - Raymond James is a financial institution located in Sarasota, Florida. With a focus on providing personalized financial solutions to its clients, the team at Jeff Nydick - Raymond James is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your assets, the experienced professionals at this institution are dedicated to providing expert guidance and support. Visit their office at 2 North Tamiami Trail to learn more about how Jeff Nydick - Raymond James can help you secure your financial future.
2 N Tamiami Trail Ste 804, Sarasota, FL 34236, United States -
Josh Sankes - Raymond James
● OpenJosh Sankes - Raymond James is a finance institution located at 2999 South Tamiami Trail in Sarasota, Florida. As part of the Raymond James financial services firm, they offer a wide range of financial planning and investment services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized guidance and expertise to help clients navigate the complexities of the financial market. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Josh Sankes - Raymond James is dedicated to providing top-notch financial advice and services to meet your needs.
2999 S Tamiami Trail, Sarasota, FL 34239, United States -
Investment Financial Services
● ClosedInvestment Financial Services is a reputable finance institution located at 6710 Professional Parkway West in Sarasota, Florida, United States. With a team of experienced financial advisors and experts, we offer a wide range of investment services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, our professionals are dedicated to providing personalized solutions tailored to your specific needs. Trust Investment Financial Services for all your financial planning and investment needs.
6710 Professional Pkwy W, Sarasota, FL 34240, United States -
JTomik Investment Planning Group
● ClosedJTomik Investment Planning Group is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in accounting and finance, the institution is affiliated with Summit Financial Networks, a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment advisor. It is important to note that Cetera is under separate ownership from any other named entity.
6151 Lake Osprey Dr 3rd floor, Sarasota, FL 34240, United States -
CPA Financial Solutions
● ClosedCPA Financial Solutions is a reputable finance institution located at 6371 Business Boulevard in Sarasota, Florida, United States. We specialize in providing top-notch financial services to individuals and businesses, with a team of experienced Certified Public Accountants (CPAs) dedicated to helping our clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to guide you every step of the way. Trust CPA Financial Solutions to provide you with reliable and professional financial solutions tailored to your specific needs.
6371 Business Blvd, Sarasota, FL 34240, United States -
CPA Financial Solutions
● ClosedCPA Financial Solutions is a finance institution located at 7250 Kyle Court in Sarasota, Florida, United States. Our team of certified public accountants offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. With years of experience and expertise, we are dedicated to providing our clients with the highest level of professionalism and personalized service. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
7250 Kyle Ct, Sarasota, FL 34240, United States -
TruVestments
● ClosedTruVestments 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.
5391 Lakewood Ranch Blvd N #303, Sarasota, FL 34240, United States -
Sage Point Financial
● OpenSage Point Financial is a finance institution located at 5310 Clark Road in Sarasota, Florida, United States. They offer a wide range of financial services to help individuals and businesses manage their money effectively. With a team of experienced professionals, Sage Point Financial provides personalized advice and solutions to help clients reach their financial goals. Whether you need assistance with investments, retirement planning, or insurance, Sage Point Financial is dedicated to providing excellent service and expertise to help you secure your financial future.
5310 Clark Rd, Sarasota, FL 34233, United States -
Atlas Financial Advisory Group, INC.
● ClosedAtlas 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.
8830 S Tamiami Trail Suite 110, Sarasota, FL 34238, United States
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