Risk management services in Sarasota, FL
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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 -
Maguire, Maureen A., MD, FACOG
● ClosedDr. Maureen A. Maguire, MD, FACOG is a reputable doctor located at 1921 Waldemere Street in Sarasota, Florida. She specializes in obstetrics and gynecology, providing expert care for women's health needs. Patients can access their personal health information through a secure online portal, allowing for convenient 24-hour access to their medical records. In case of urgent requests, patients are advised to contact the doctor's office directly. Dr. Maguire's practice is affiliated with the Agency for Health Care Administration and Centers for Medicare/Medicaid Services, ensuring high-quality and comprehensive healthcare services.
1921 Waldemere St Suite 307, 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 -
Shepherd, Kristen, MD, FACOG
● ClosedShepherd, Kristen, MD, FACOG is a medical institution located at 1921 Waldemere Street in Sarasota, Florida, United States. Dr. Kristen Shepherd specializes in obstetrics and gynecology, providing comprehensive care for women during all stages of pregnancy. The institution offers important resource links for expectant mothers, including information on ultrasounds and prenatal care. Patients also have access to a secure web portal for 24-hour access to their personal health information. Shepherd, Kristen, MD, FACOG is affiliated with the American Institute of Ultrasound Medicine and is recognized by the Agency for Health Care Administration and Centers for Medicare/Medicaid Services. Contact the doctor's office for urgent requests or appointments.
1921 Waldemere St Suite 802, 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 -
James Meroni - State Farm Insurance Agent
● ClosedWelcome to the James Meroni State Farm Agency located at 5344 Clark Road in Sarasota, Florida. We are a full-service insurance agency serving the entire state of Florida, with a focus on Sarasota, Manatee, and Charlotte counties. Our office is conveniently located at Palmer Crossing, next to Chick-fil-A and the Walmart Market, at the intersection of Clark and Honore. At our agency, we offer a wide range of insurance services including car insurance, home insurance, life insurance, health insurance, and more. Our team is dedicated to helping you manage the risks of everyday life, recover from unexpected events, and achieve your dreams.
5344 Clark Rd, Sarasota, FL 34233, United States -
Copeland Insurance
● OpenCopeland Insurance Agency, located at 1404 Whitfield Avenue in Sarasota, Florida, has been proudly serving the insurance needs of Kansans and those in surrounding states since 1960. As a family-run, independent insurance agency, we prioritize people over policies, ensuring that our clients receive the best coverage options at competitive prices. Our agency has received glowing reviews from satisfied clients who appreciate our exceptional customer service and dedication to finding the best insurance solutions for their needs. Whether you require business insurance, personal insurance, or employee benefits, Copeland Insurance Agency offers a variety of coverage options tailored to protect what matters most to you.
1404 Whitfield Ave, Sarasota, FL 34243, United States -
Baez-Pavon Insurance Group LLC
● ClosedBaez-Pavon Insurance Group LLC is a trusted insurance agency located at 4647 Fruitville Road in Sarasota, Florida. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing personalized coverage options for individuals and businesses. Whether you're in need of auto, home, life, or commercial insurance, we strive to find the best policies to meet your specific needs. With a commitment to excellent customer service and a thorough understanding of the insurance industry, Baez-Pavon Insurance Group LLC is your go-to agency for all your insurance needs in Sarasota and beyond.
4647 Fruitville Rd Unit 3388, Sarasota, FL 34232, United States -
Avery Burrel, Bankers Life Agent
● OpenAvery Burrel, Bankers Life Agent is a reputable insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. Specializing in providing top-notch insurance solutions, they offer a wide range of products and services to meet the needs of their clients. With a team of experienced and knowledgeable agents, Avery Burrel, Bankers Life Agent is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance, retirement planning, or long-term care coverage, they are committed to providing personalized solutions tailored to your specific needs. Visit Avery Burrel, Bankers Life Agent today to learn more about their services and how they can help you plan for the future.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Industrial Medicine Assoc PC
● OpenIndustrial Medicine Assoc PC is a leading health institution located at 2650 Bahia Vista Street in Sarasota, Florida. Specializing in industrial medicine, this facility offers comprehensive medical services to support the health and well-being of individuals in the workplace. With a team of experienced healthcare professionals, Industrial Medicine Assoc PC is dedicated to providing top-quality care and promoting a safe and healthy work environment for all. Whether you are in need of occupational health services, injury treatment, or preventative care, this institution is committed to meeting your healthcare needs with compassion and expertise. Visit Industrial Medicine Assoc PC today for personalized and effective medical care.
2650 Bahia Vista St STE 202, Sarasota, FL 34239, United States -
Anit D Ford & Associates
● OpenAnit D Ford & Associates is a reputable healthcare institution located at 3920 Bee Ridge Road in Sarasota, Florida. Specializing in providing top-notch medical care, the facility is led by a team of experienced doctors and health professionals dedicated to delivering personalized and compassionate treatment to each patient. With a focus on holistic wellness and patient-centered care, Anit D Ford & Associates strives to improve the health and well-being of individuals in the Sarasota community. Whether you are in need of routine check-ups, specialized treatment, or medical advice, you can trust the experts at Anit D Ford & Associates to provide you with the highest quality of care.
3920 Bee Ridge Rd, Sarasota, FL 34233, United States -
Law Offices of Jason P Ramos PLLC
● ClosedThe Law Offices of Jason P Ramos PLLC is a reputable finance and legal institution located at 306 North Rhodes Avenue in Sarasota, Florida. Specializing in providing expert legal advice and representation, our team of experienced lawyers is dedicated to helping clients navigate complex financial and legal issues. With a commitment to personalized service and a track record of successful outcomes, we strive to provide the highest level of support and advocacy for our clients. Whether you are facing a financial dispute, planning for the future, or in need of legal counsel, the Law Offices of Jason P Ramos PLLC is here to help.
306 N Rhodes Ave STE 109, Sarasota, FL 34237, United States -
WealthGen Advisors
● ClosedWealthGen Advisors is a finance institution located at 650 Central Avenue, Sarasota, Florida, United States. We specialize in offering all-inclusive, fee-only retirement planning and wealth management services at a low cost, leveraging technology to provide efficient solutions. Our retirement plan consultants design and maintain low-cost plans while ensuring compliance with established processes. Our library of free resources is regularly updated to keep clients informed about the latest changes in the financial industry. At WealthGen Advisors, we believe in proactive financial planning to help clients achieve their dream lifestyle. Our team of Certified Financial Planners® offers second opinions to ensure clients make informed decisions. We cater to affluent clients in Sarasota, Florida, helping them manage and enhance their financial prosperity throughout retirement using a sophisticated yet cost-effective approach.
650 Central Ave #1, Sarasota, FL 34236, United States -
Capstan Financial Consulting Group - Waterside Place at Lakewood Ranch Office
● ClosedCapstan Financial Consulting Group - Waterside Place at Lakewood Ranch Office is a finance institution located at 7500 Island Cove Terrace in Sarasota, Florida, United States. The name "capstan" is derived from its nautical roots, symbolizing teamwork and strength in managing challenging tasks. The company is built on the foundation of experienced individuals working together to help clients achieve their financial goals and secure their future. With a team-focused approach, the institution provides comprehensive financial services and personalized attention to individual and institutional clients. Clients can expect transparency, professionalism, and proactive management for their investments and retirement planning. The institution offers Envision® Plans tailored to each client's goals and risk tolerance. Calls are answered promptly, and all costs and expenses are fully disclosed in advance. With a commitment to client satisfaction, Capstan Financial Consulting Group ensures that each client's financial information is protected and their needs are met with the utmost care and attention.
7500 Island Cove Terrace UNIT 201, Sarasota, FL 34240, United States -
Walters Strategic Advisors
● OpenWalters Strategic Advisors is a finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. Specializing in proactively managing taxes for maximum returns at every step of your investment journey, our team of CPAs and Financial Advisors understand the importance of tax-efficient investment planning. We utilize tax-advantaged investment accounts and tax-loss harvesting strategies to maximize investment returns and minimize taxes for our clients. Our comprehensive approach to retirement planning includes investment strategies, retirement withdrawal strategies, and portfolio risk mitigation strategies. By developing personalized retirement plans and staying on track, we help our clients build a financially secure retirement regardless of their life stage.
3277 Fruitville Rd # E, Sarasota, FL 34237, United States -
Ryon Wealth Strategies
● ClosedRyon Wealth Strategies is a financial advisor located in Sarasota, Florida, offering services to help individuals plan for their financial future. The principal and founder of the institution holds various securities licenses and is accredited as an Investment Fiduciary. Securities are offered through LPL Financial, while investment advice is provided through Private Advisor Group. The institution is dedicated to helping clients achieve their retirement goals and offers a free guide on how to live the life you want in retirement. Visit Ryon Wealth Strategies at 8586 Potter Park Drive in Sarasota, Florida, across from the YMCA, to start planning for a secure financial future.
8586 Potter Park Dr, Sarasota, FL 34238, United States -
Merrill Lynch Financial Advisor David M Gregg
● ClosedMerrill Lynch Financial Advisor David M Gregg is a finance institution located at 1819 Main Street, Sarasota, Florida, United States. David has been with Merrill Lynch Wealth Management since 1993, bringing 30 years of investment experience to his clients. He works closely with Merrill’s top analysts and strategists, as well as Bank of America, to provide personalized attention and customized investment recommendations to address all aspects of his clients’ financial lives. David primarily works with retired or soon-to-be retired clients to help them achieve their financial goals. He holds a Bachelor of Science degree in Business Administration with a focus in Economics and Finance. David is community-minded and has served on the board of the YMCA and volunteered at Mote Marine Laboratories. He is passionate about scuba diving, boating, travel, ballet, and opera. At Merrill Lynch Wealth Management, David and his team focus on building strong client relationships based on trust and personalized service. They work with clients to identify and prioritize their goals, offering personalized financial plans centered on what matters most to each individual. By utilizing the Investment Personality Assessment, they gain a deeper understanding of each client's investing preferences to customize a financial approach that aligns with their goals and priorities.
1819 Main St 12th Floor, Sarasota, FL 34236, United States -
Main Street Financial Group
● ClosedMain Street Financial Group is a trusted finance institution located at 1819 Main Street in Sarasota, Florida. We specialize in providing comprehensive financial planning and investment services to individuals, families, and businesses. Our experienced team of financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment management, estate planning, or insurance solutions, Main Street Financial Group is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
1819 Main St #600, Sarasota, FL 34236, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual is a reputable finance and insurance agency located at 5919 Approach Road in Sarasota, Florida, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families plan for the future. Their team of experienced financial advisors work closely with clients to develop personalized financial plans that meet their unique needs and goals. Whether you are looking for life insurance, retirement planning, or investment strategies, Northwestern Mutual is committed to helping you achieve financial success.
5919 Approach Rd, Sarasota, FL 34238, United States -
Provenance Wealth Advisors
● ClosedProvenance Wealth Advisors, located at 1605 Main Street in Sarasota, Florida, is a finance institution dedicated to providing comprehensive financial planning services. Their team of advisors believes in protecting your family, preserving your assets, and giving you the financial confidence you need to achieve your goals. They specialize in estate planning, investment planning, retirement planning, and business exit strategies. With a focus on education and hands-on management, they help clients navigate complex financial and risk environments. Provenance Wealth Advisors takes an entrepreneurial approach to problem-solving and building deep relationships with their clients. Securities are offered through PWA Securities, LLC, and investment advisory services are offered through Provenance Wealth Advisors, LLC. Both are registered with the SEC and use Raymond James & Associates, Inc. for clearing and custody services. Trust Provenance Wealth Advisors to be your trusted advisor and path-clearer to your financial goals.
1605 Main St #905, Sarasota, FL 34236, United States -
HBKS Wealth Advisors
● ClosedHBKS Wealth Advisors is a leading finance and insurance agency located at 1777 Main Street 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 risk management, we offer personalized solutions tailored to each individual's needs. Trust HBKS Wealth Advisors to guide you towards a secure and prosperous financial future.
1777 Main St Suite 301, Sarasota, FL 34236, 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 -
Oppenheimer & Co Inc
● ClosedOppenheimer & Co Inc, located at 1800 2nd Street in Sarasota, Florida, is a finance institution with a team of experienced Financial Professionals who assist clients with various financial needs. With over 100 years of combined experience, our team offers personalized service and unbiased advice tailored to each client's unique situation. Leveraging the resources of Oppenheimer and its global affiliates, we help clients navigate wealth accumulation and management in a rapidly changing world. Established in 1881, Oppenheimer is committed to financial stability, risk management, and internal controls to protect clients' assets. In the event of insolvency, multiple layers of protection safeguard clients' holdings. Please note that Oppenheimer's website and privacy policies may differ from those of third-party sites or apps. Oppenheimer & Co Inc is dedicated to providing exceptional service and support to help clients achieve their financial goals.
1800 2nd St SUITE 870, Sarasota, FL 34236, United States -
Curt Eskew, Financial Advisor - Eskew Financial Group
● OpenAt Curt Eskew, Financial Advisor - Eskew Financial Group, located at 2639 Fruitville Road in Sarasota, Florida, our team is dedicated to helping clients navigate their financial journey. Founder Curt Eskew, who is also a pilot, draws parallels between flying a plane and financial planning, emphasizing the importance of having a solid plan in place to reach your goals safely and efficiently. With over 40 years of experience, our team can assist you no matter where you are on your financial path. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Curt Eskew offers insurance products and services in multiple states. Additionally, as a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Curt Eskew provides securities and advisory services to clients in select states.
2639 Fruitville Rd SUITE 200, Sarasota, FL 34237, United States -
First Financial Group Inc
● OpenFirst Financial Group Inc is a finance institution located at 2389 Ringling Boulevard in Sarasota, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
2389 Ringling Blvd Suite B, Sarasota, FL 34237, United States -
M Janet Jason - Morgan Stanley
● OpenM Janet Jason - Morgan Stanley is a reputable finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a strong focus on providing top-notch financial services, M Janet Jason - Morgan Stanley offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The institution is known for its experienced financial advisors, personalized approach, and dedication to helping clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, M Janet Jason - Morgan Stanley is committed to providing expert guidance and support every step of the way.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
The Schwartzbaum Urfer Group - Morgan Stanley
● OpenThe Schwartzbaum Urfer Group at Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Specializing in wealth management, investment planning, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, we strive to provide comprehensive financial solutions tailored to each client's unique needs. Contact us today to learn how we can help you secure your financial future.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, 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 -
Jeffrey D Polivchak Insurance
● OpenJeffrey D Polivchak Insurance is an Independent Insurance Agency located at 3014 Manatee Avenue West, Bradenton, Florida. We provide a variety of insurance services to clients in the Sarasota Florida area. Our dedicated team is committed to addressing all of your insurance needs, offering Personal Insurance coverages such as Auto Insurance, Homeowners Insurance, Boat & Watercraft, Flood Insurance, and Condo Insurance. Additionally, we specialize in Business Insurance, offering coverages such as Business Owners Policy (BOP), General Liability, Workers Compensation, Bonds, and Builders Risk. Contact us today to save money on your insurance and let us help you cut your insurance costs in Florida.
3014 Manatee Ave W, Bradenton, FL 34205, United States
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