Relationship advice in Sarasota, FL
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Matthew D. Jimenez - TD Wealth Relationship Manager
● ClosedMatthew D. Jimenez is a dedicated TD Wealth Relationship Manager located at 3450 Clark Road in Sarasota, Florida. As a finance professional, Matthew provides personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building strong relationships and providing expert financial advice, Matthew is committed to helping his clients navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Matthew D. Jimenez is here to help you every step of the way.
3450 Clark Rd, Sarasota, FL 34231, United States -
Atlas Insurance
● ClosedAtlas Insurance is an insurance agency located at 18245 Paulson Drive, Port Charlotte, Florida, United States. Since 1953, we have been dedicated insurance advocates focused on protecting our clients’ best interests. We offer coverage and risk management solutions for companies of all sizes, providing trusted advice and custom solutions for unique risks, assets, and lifestyles. Our experienced team in Sarasota, FL, understands the various industries and individuals we serve, offering personalized protection and affordable coverage. We believe in creating relationships, discovering individual needs, and delivering on service expectations. Our comprehensive suite of insurance solutions includes directors and officers liability insurance, general liability insurance, workers' compensation, commercial property insurance, business income insurance, and professional liability coverage. We are your claims advocates, fighting for what you deserve and providing innovative client resources to simplify the insurance process. With licenses in over 40 states, including AL, CA, FL, TX, and more, Atlas Insurance is committed to protecting our clients, serving our community, and upholding our tradition of trust, honesty, and integrity. Visit us today to learn more about how we can protect what matters most to you.
18245 Paulson Dr #123, Port Charlotte, FL 33954, United States -
Jennifer Lichon, D.O.
● ClosedJennifer Lichon, D.O. is a premier healthcare institution located at 1900 South Tuttle Avenue in Sarasota, Florida, United States. Specializing in advanced evaluation and treatment of OB/GYN needs, Jennifer Lichon, D.O. is proud to serve patients at their beautiful location. The institution has partnered with Confidence and offers comprehensive, board-certified obstetrical care, including specialized care for high-risk pregnancies. They are currently conducting a study on the benefits of probiotic suppositories in treating BV when added to standard treatment. Recognized as one of the best places to work in Sarasota and Manatee counties, Jennifer Lichon, D.O. was rated number 5 out of 25 companies. The institution offers expert access to annual gynecological exams, full OBGYN services, and convenient healthcare support in a warm and caring environment. Led by Dr. Michael Swor, the medical team at Jennifer Lichon, D.O. provides comprehensive women's health care from adolescence through mature years, combining old-fashioned care with state-of-the-art technology.
1900 S Tuttle Ave, Sarasota, FL 34239, United States -
G. Michael Swor, MD, FPMRS
● ClosedG. Michael Swor, MD, FPMRS is a renowned institution located at 1900 South Tuttle Avenue in Sarasota, Florida, United States. Specializing in advanced evaluation and treatment of OB/GYN needs, the institution offers comprehensive, board-certified obstetrical care, including high-risk pregnancy management. In partnership with Confidence, Swor Women’s Care conducts studies on innovative treatments such as probiotic suppositories for BV. The institution has been recognized as one of the best places to work in Sarasota and Manatee counties, ranking number 5 out of 25 companies.
1900 S Tuttle Ave, Sarasota, FL 34239, United States -
The Peeples Insurance Agency
● ClosedThe Peeples Insurance Agency, located at 1808 Cortez Road West in Bradenton, Florida, is a trusted insurance agency with offices in Sarasota, Bradenton, and Margate, serving all of Florida. With over 40 years of experience, our team specializes in personal and commercial insurance solutions tailored to meet the unique needs of our clients. Our commitment to superior service and protection has made us a leader in the industry. Testimonials from satisfied clients speak to our dedication to providing excellent service. Whether you are in need of home, auto, or business insurance, you can trust our team to create a custom plan that works for you. Our strong relationships with insurance underwriters allow us to provide efficient service and stay up-to-date on coverage enhancements.
1808 Cortez Rd W #109, Bradenton, FL 34207, United States -
Gulf Coast Wealth Advisors: Jeff LaBelle
● ClosedGulf Coast Wealth Advisors: Jeff LaBelle is a finance institution located at 2033 Main Street in Sarasota, Florida, United States. Specializing in wealth management and financial planning, our team led by Jeff LaBelle offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Gulf Coast Wealth Advisors is dedicated to helping individuals and families secure their financial future. Contact us today to learn more about our services and how we can assist you in managing your wealth.
2033 Main St SUITE 103, 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 -
Center for Intimacy
● ClosedThe Center for Intimacy, located at 7147 Curtiss Avenue in Sarasota, Florida, is a renowned health institution dedicated to promoting and enhancing intimate relationships. Our team of experienced therapists and counselors provide a safe and supportive environment for individuals and couples to explore and address issues related to intimacy, communication, and emotional connection. Whether you are looking to improve your relationships, overcome past traumas, or enhance your overall well-being, the Center for Intimacy is here to help. Contact us today to schedule a consultation and take the first step towards a more fulfilling and intimate life.
7147 Curtiss Ave, Sarasota, FL 34231, United States -
All About Family Care
● OpenAll About Family Care is a comprehensive health institution located at 2170 Main Street in Sarasota, Florida. Our team of healthcare providers includes cardiologists, chiropractors, dentists, dermatologists, family physicians, OB-GYNs, ophthalmologists, orthopedic surgeons, pediatricians, physical therapists, podiatrists, and psychiatrists. Each provider maintains long-term relationships with patients, offering personalized advice and treatment for a range of health issues. Cyndy, one of our providers, has received rave reviews for her exceptional care of children and ability to build trust with patients. Patients appreciate the personalized and thorough approach to health and wellness visits at our facility, which prioritizes patient comfort and individual needs.
2170 Main St STE 202, Sarasota, FL 34237, 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 -
SEN Law, P.L.
● ClosedSEN Law, P.L. is a specialized law firm located at 6151 Lake Osprey Drive in Sarasota, Florida. We focus on providing legal services for individuals with special education and needs in the Sarasota-Manatee community. Our mission is to assist those in need with affordable, personalized, and accessible representation. Please note that the information provided on our website is for informational purposes only and does not constitute legal advice. Communication with our attorneys does not establish an attorney-client relationship until a formal agreement is in place. Thank you for considering SEN Law for your legal needs.
Available by appointment, 6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Lancaster & Eure, PA
● ClosedLancaster & Eure, PA is a law firm located at 711 North Washington Boulevard in Sarasota, Florida, United States. Specializing in various areas of law including workers’ compensation, personal injury, automobile and trucking accidents, wrongful death, Social Security disability claims, and more, our experienced trial attorneys are dedicated to aggressively pursuing cases to ensure maximum monetary recovery for our clients. With over 100 years of combined legal experience, you can trust that you are receiving dynamic and qualified representation at Lancaster & Eure. Our firm was founded on principles of integrity, honesty, and compassion, which are reflected in the strong relationships we build with our clients. We believe in treating all clients with dignity and respect, and maintain an open-door policy to ensure accessibility and communication throughout the legal process. Our personalized approach to each case, fueled by our commitment to justice and fairness, has allowed us to thrive over the last thirty years.
711 N Washington Blvd, Sarasota, FL 34236, United States -
Muirhead, Gaylor, Steves & Waskom, LLP
● ClosedMuirhead, Gaylor, Steves & Waskom, LLP is a boutique law firm located at 901 Ridgewood Avenue in Venice, Florida. Specializing in Trust and Estate Planning and Administration, our team of experienced attorneys and paralegals are dedicated to providing expert advice on a range of estate planning matters including Trusts, Probate, Estate Tax, and more. We are committed to bringing clarity to the often complex and personal issues surrounding estate planning for our clients. Our practice areas include Wills, Trusts, Estate and Trust Administration, Federal Estate and Gift Tax, Powers of Attorney, Healthcare Planning, and Pre- and Post-nuptial Agreements. We are deeply involved in our community, engaging in charitable giving as a means of both tax planning and community building. Our attorneys donate their time, money, and expertise to various philanthropic organizations, reflecting our commitment to giving back.
901 Ridgewood Ave, Venice, FL 34285, United States -
Lancaster & Eure: Hines Natashia D
● OpenLocated in Port Charlotte, Florida, United States, Lancaster & Eure: Hines Natashia D is a reputable law firm specializing in workers’ compensation, personal injury, automobile and trucking accidents, wrongful death, Social Security disability claims, wrongful termination, sexual harassment, workplace discrimination, wage and hour disputes, medical malpractice, nursing home abuse and neglect, and products liability cases. With over 100 years of combined legal experience, our team of experienced trial attorneys is dedicated to aggressively pursuing maximum monetary recovery for our clients. Our firm is built on integrity, honesty, and compassion, and we prioritize treating all clients with dignity and respect. We maintain an open-door policy to ensure effective communication with our clients, and we are committed to providing personalized attention to each case. Our mission is to serve the communities of Sarasota, Manatee, Charlotte, and DeSoto Counties with honesty, integrity, and compassion.
Port Charlotte, FL 33952, United States -
Lancaster & Eure: Eure Rosemary
● OpenLancaster & Eure: Eure Rosemary is a reputable law firm located in Venice, Florida, United States. Specializing in workers’ compensation, personal injury, automobile and trucking accidents, wrongful death, Social Security disability claims, wrongful termination, sexual harassment, workplace discrimination, wage and hour disputes, medical malpractice, nursing home abuse and neglect, and products liability, our experienced trial attorneys are dedicated to aggressively pursuing cases to ensure maximum monetary recovery for our clients. With over 100 years of combined legal experience, you can trust that you are receiving dynamic and qualified representation at Lancaster & Eure. Built on integrity, honesty, and compassion, our firm prioritizes strong relationships with our clients. We treat all potential, active, and former clients with dignity and respect, and maintain an open-door policy to provide accessibility and communication. Our personalized approach to each case ensures that justice is served, and our commitment to honesty, integrity, and compassion has allowed us to thrive over the past three decades in serving the communities of Sarasota, Manatee, Charlotte, and DeSoto Counties.
Venice, FL 34285, 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 -
TRUADVICE Wealth Management
● ClosedTRUADVICE Wealth Management, located at 5284 Station Way in Sarasota, Florida, is a comprehensive finance institution that goes beyond traditional investment consulting. We focus on all aspects of our families' financial well-being, including advanced planning and relationship management. We understand the importance of factors such as inflation rates and consumer spending habits in today's economy. Our dedicated wealth managers work with you to convert your hard-earned money into tangible progress towards your financial goals. We offer personalized strategies and a higher standard of wealth management services to ensure that you receive benefits beyond just investment returns.
5284 Station Way, Sarasota, FL 34233, United States -
White Oaks Wealth Advisors
● ClosedWhite Oaks Wealth Advisors is a finance institution located at 1717 2nd Street in Sarasota, Florida, United States. Established in 1986, we are a dedicated team of professionals with over 100 years of combined industry experience. We pride ourselves on being a client-focused family, offering the most respected designations in the industry to provide expert advice in various fields. What sets us apart is our unique approach to wealth management. We follow the investment philosophy of ultra-wealthy families, giving our clients access to a broader range of investments. As a fiercely independent firm, we have the freedom to choose from any investment option available in the market. Our clients have the advantage of working directly with our investment committee, ensuring personalized decision-making.
1717 2nd St Suite C, Sarasota, FL 34236, United States -
Michael Calamaras - Northwestern Mutual
● ClosedMichael 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.
2601 Cattlemen Rd #201, Sarasota, FL 34232, United States -
Adamchak, Bordes & Associates Wealth Management
● ClosedAdamchak, 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.
1401 Manatee Ave W floor 7, Bradenton, FL 34205, United States -
Edward Jones - Financial Advisor: Nicholas Holst, CFP®
● ClosedEdward Jones - Financial Advisor: Nicholas Holst, CFP® is a reputable financial institution located at 1899 Fruitville Road in Sarasota, Florida. As a Certified Financial Planner (CFP®), Nicholas Holst provides expert financial advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Nicholas Holst and Edward Jones are dedicated to providing personalized and comprehensive financial solutions. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions when working with Nicholas Holst and Edward Jones.
1899 Fruitville Rd Suite A, Sarasota, FL 34236, United States -
Edward Jones - Financial Advisor: Amanda P DeLaHunt, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Amanda P DeLaHunt, CFP®|AAMS™ is a reputable financial institution located at 8075 South Beneva Road in Sarasota, Florida, United States. Specializing in financial planning and investment services, Amanda P DeLaHunt, a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), provides personalized and comprehensive financial advice to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Amanda P DeLaHunt, CFP®|AAMS™ is committed to helping clients secure their financial future.
8075 S Beneva Rd #5, Sarasota, FL 34238, United States -
Edward Jones - Financial Advisor: Christopher S DeMichele, AAMS™
● OpenEdward Jones - Financial Advisor: Christopher S DeMichele, AAMS™ is a leading financial institution located at 5720 Clark Road in Sarasota, Florida, United States. Christopher S DeMichele, a qualified Accredited Asset Management Specialist, offers personalized financial advice and planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Christopher S DeMichele and his team are committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.
5720 Clark Rd, Sarasota, FL 34233, United States -
Wealth Planning and Design LLC
● ClosedWealth 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.
6230 University Pkwy Suite 305, Sarasota, FL 34240, United States -
Joyce Shera - RBC Wealth Management Financial Advisor
● ClosedJoyce 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.
1819 Main St Suite 1100, Sarasota, FL 34236, United States -
Merrill Lynch Financial Advisor Constantine T Quintas
● ClosedMerrill Lynch Financial Advisor Constantine T Quintas is located at 9128 Strada Place in Naples, Florida, United States. Their mission is to understand each client's priorities and financial goals in detail to create a customized wealth management strategy. The institution believes in using wealth to turn goals into reality, helping clients make investment decisions that align with their personal aspirations. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They have received recognition from esteemed financial industry publications, such as Forbes and Barron's, for their exemplary client service. The advisors at Merrill Lynch are committed to helping clients achieve financial success by understanding their individual needs and aspirations.
9128 Strada Pl Suite 301, Naples, FL 34108, United States -
Merrill Lynch Financial Advisor Rees Mason
● ClosedMerrill Lynch Financial Advisor Rees Mason, located at 9128 Strada Place in Naples, Florida, is dedicated to understanding your priorities and helping you achieve your financial goals. Our team of experienced professionals will work with you to design, implement, and review a personalized wealth management strategy that aligns with your objectives while managing investment risk. We believe in taking a comprehensive approach to financial planning, considering your unique circumstances, goals, and values. Our one-on-one collaboration allows us to develop a tailored financial strategy that meets your needs and helps you turn your goals into reality.
9128 Strada Pl Suite 301, Naples, FL 34108, United States -
Michael T. Gmitruk, D.D.S.
● ClosedMichael T. Gmitruk, D.D.S. is a premier dental institution located at 3900 Clark Road in Sarasota, Florida, United States. Welcome to Dentistry180, where esthetic and biomimetic dentistry are redefined! Dr. Mario Romero, a highly experienced dentist with 28 years of practice, is dedicated to changing lives one smile at a time. As an associate professor at the esteemed Dental College of Georgia for 9 years, Dr. Mario offers a wide range of dental services, from simple fillings to complex full mouth reconstructions involving dental implants. At Dentistry180, each patient receives personalized care and attention to establish long-lasting relationships. Dr. Mario believes in creating a healthy foundation through a multidisciplinary approach to provide the best treatment options. With a special interest in esthetics, biomimetic dentistry, and minimally invasive procedures, Dr. Mario is passionate about preserving natural teeth and enhancing smiles through conservative options like tooth bleaching and porcelain laminate veneers.
3900 Clark Rd building S, Sarasota, FL 34233, United States -
Centennial Bank
● ClosedCentennial Bank, located at 5850 Fruitville Road in Sarasota, Florida, is a trusted financial institution that offers a wide range of banking and finance services to individuals, businesses, and communities. With a commitment to providing personalized and innovative solutions, Centennial Bank strives to help customers achieve their financial goals and navigate the complexities of the modern financial landscape. Whether you're looking for a simple checking account, a competitive mortgage rate, or expert wealth management advice, Centennial Bank is dedicated to providing exceptional service and building lasting relationships with every client. Visit us today to experience the difference that Centennial Bank can make in your financial future.
5850 Fruitville Rd, Sarasota, FL 34232, United States -
Brett M Martinsen - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Brett M Martinsen - Financial Advisor at Ameriprise Financial Services, LLC, located at 1819 Main Street, Sarasota, Florida. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they include planning for retirement, funding education, or making a major purchase like a second home. With personalized investment, asset allocation, and portfolio recommendations, I tailor my services to align with your individual goals and risk tolerance. Our process begins with understanding what matters most to you. We document your objectives and meet regularly to review your progress, updating your approach as life evolves. Through our secure platform, you can access your investments, track your progress, and share information with me from any device, at any time.
1819 Main Street, Sarasota, Florida 34236, United States
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