Understanding financial security in Sarasota, FL
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Magnuson Financial
● ClosedMagnuson Financial, located at 3900 Clark Road in Sarasota, Florida, is a finance institution with a seasoned team dedicated to helping you pursue your financial goals and objectives. With years of experience in the financial services industry, we offer customized strategies and objective advice tailored to your needs. Our consultative approach is personal and focused on you, ensuring that we can help you reach your end goals. Whether you are an individual, organization, business owner, or entrepreneur, we have the expertise and resources to support you in establishing and overseeing a variety of financial plans. We understand the unique challenges that women face and are committed to helping you navigate them. Our goal is to nurture your wealth so you can live a longer, better life, while delivering strategic solutions to support your foundation's mission. At Magnuson Financial, we believe that happiness lies in the joy of achievement and creative effort, and we are dedicated to exceeding your expectations in all aspects of your financial affairs. Please note that Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Visit https://brokercheck.finra.org for more information.
3900 Clark Rd BLDG R, Sarasota, FL 34233, United States -
Principal Financial Group
● ClosedPrincipal Financial Group is a finance institution located at 2803 Fruitville Road, Sarasota, Florida, United States. Discover how insurance can help protect what matters most to you. Download tax forms and get your questions answered easily. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Protect your life and wages to ensure your loved ones can keep moving forward. Dedicate part of your paycheck to big goals like retirement or education with accounts tailored for the long term. Feel confident about investing and meet your money goals with a partner in your area. Learn about 8 simple steps to help your money adapt as life changes and the challenges workers may face in retirement planning. Research our firm with FINRA's BrokerCheck and understand the services, fees, and potential risks of investing with us. Remember that all investments have inherent risks and investing in our portfolios does not guarantee profit or protect against loss. Take control of your financial future with the Retirement Wellness Planner and ensure you are on track for a comfortable retirement. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co, with administrative services offered by Principal Life. Securities are offered through Principal Securities, Inc., member SIPC. Principal Financial Group is dedicated to helping you achieve your financial goals and secure your future.
2803 Fruitville Rd, Sarasota, FL 34237, United States -
BlackSands Wealth Group - Ameriprise Financial Services, LLC
● OpenBlackSands Wealth Group - Ameriprise Financial Services, LLC is a finance institution located at 1819 Main Street 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 to understand what is most important to you. While we cannot guarantee future financial results, we work closely with clients to create personalized strategies for their financial well-being. We adhere to strict website rules and regulations to ensure the privacy and security of our clients' information. As a member of FINRA and SIPC, we are committed to upholding the highest standards of integrity and professionalism in our services. If you refer friends or family members to us, we will reach out to them to help them achieve their financial goals as well. Thank you for considering BlackSands Wealth Group - Ameriprise Financial Services, LLC for your financial needs.
1819 Main St Ste 240, Sarasota, FL 34236, United States -
Global Financial Private Client, LLC
● ClosedGlobal Financial Private Client, LLC is a finance institution located in Sarasota, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to our clients. With a focus on building long-term relationships and understanding each client's unique financial goals, we strive to help individuals and families achieve financial success and security. Visit us at 6000 Cattleridge Drive to learn more about how we can assist you in reaching your financial objectives.
6000 Cattleridge Dr Suite 200, Sarasota, FL 34232, United States -
MortgageRight of Sarasota
● OpenMortgageRight of Sarasota is a trusted finance institution located at 2912 Bee Ridge Road in Sarasota, Florida. Specializing in mortgage services, our team of experts is dedicated to helping clients secure the right mortgage for their needs. With a commitment to personalized service and a deep understanding of the local housing market, MortgageRight of Sarasota is the go-to destination for all your mortgage needs. Whether you are a first-time homebuyer or looking to refinance, our experienced staff is here to guide you through the process and ensure you make the best financial decisions for your future.
2912 Bee Ridge Rd Suite 204, Sarasota, FL 34239, 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 -
Pamela Kerstetter - Prudential Financial
● OpenWelcome to Pamela Kerstetter - Prudential Financial, your trusted partner in finance and insurance solutions located in the heart of Sarasota, Florida. With a commitment to providing personalized financial guidance and comprehensive insurance services, we strive to help you achieve your financial goals and secure your future. Our expert team, led by Pamela Kerstetter, brings years of experience and a deep understanding of the financial landscape to offer tailored solutions that meet your unique needs. Whether you're planning for retirement, looking to protect your assets, or seeking investment opportunities, we offer a wide range of services including financial planning, life insurance, annuities, and investment management. At Pamela Kerstetter - Prudential Financial, we prioritize building long-term relationships with our clients, ensuring transparency, integrity, and excellence in all our interactions.
Sarasota, Florida 34232, United States -
Cardinal Financial Company, Limited Partnership
● ClosedWelcome to Cardinal Financial Company, Limited Partnership, your trusted partner in financial solutions located in the heart of Sarasota, Florida. Situated at 5011 Ocean Boulevard, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. With a commitment to integrity and excellence, we specialize in a comprehensive range of financial products and services designed to help you achieve your financial goals. Our team of experienced professionals is here to guide you through every step of your financial journey, offering personalized advice and innovative solutions. Whether you're seeking mortgage services, financial planning, or investment advice, Cardinal Financial Company is here to assist you with unparalleled expertise and a personalized approach.
5011 Ocean Boulevard, Sarasota, Florida 34242, United States -
Public Adjuster in Fort Myers - Alconero & Associates
● OpenWelcome to Alconero & Associates, your trusted Public Adjuster in Fort Myers, Florida. Located at 9160 Forum Corporate Parkway, Fort Myers, FL 33905, we are a dedicated insurance agency specializing in maximizing your property claim settlements. With over 15 years of experience as certified appraisers in Florida, we pride ourselves on providing exceptional service to help you navigate the often complex insurance claim process. At Alconero & Associates, we understand the stress and challenges that come with property damage. Whether you're dealing with Water Damage, Burst Pipe Damage, Mold Damage, Fire Damage, Smoke Damage, Flood Damage, Roof Leak Damage, Theft/Vandalism, or Loss Of Business Income, our team of top public adjusters is here to support you. Serving areas including Miami, Fort Lauderdale, Palm Beach, Cape Coral, Fort Myers, Tampa, Sarasota, Naples, Orlando, Bonita Springs, Myers Beach, Lehigh Acres, Boca Grande, and Punta Gorda, we are committed to achieving the highest recovery for your claims.
9160 Forum Corporate Parkway, Fort Myers, Florida 33905, United States -
Craig Holloway - State Farm Insurance Agent
● ClosedWelcome to Craig Holloway - State Farm Insurance Agent, located at 1695 U.S. 41 Bypass South in Venice, Florida. We are a full-service insurance agency serving the entire state of Florida, with a focus on the communities of Venice, North Port, Port Charlotte, Englewood, Nokomis, Osprey, Sarasota, and Wellen Park. Our services include Auto insurance, Home insurance, Renters insurance, Life insurance, Health insurance, Business insurance, and more. As a Florida native with over 36 years of experience with State Farm, I am passionate about providing personalized service and meeting the needs of our customers. My team and I are dedicated to exceeding your expectations and building lasting relationships with our clients. We believe in the value of working with a local agent who understands your unique needs and can provide tailored solutions.
1695 U.S. 41 Bypass S Unit 2, Venice, FL 34293, United States -
Danielle Ely, Bankers Life Agent
● ClosedDanielle Ely, Bankers Life Agent is a reputable insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. As a Bankers Life Agent, Danielle Ely provides expert guidance and personalized insurance solutions to clients looking to protect their financial future. With a commitment to excellent customer service and a deep understanding of the insurance industry, Danielle Ely is dedicated to helping individuals and families find the right insurance coverage to meet their needs. Contact Danielle Ely, Bankers Life Agent today for a consultation and start securing your financial well-being.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Renee Aiezza, Bankers Life Agent
● ClosedRenee Aiezza, Bankers Life Agent is an insurance agency located at 301 North Cattlemen Road in Sarasota, Florida, United States. Specializing in Bankers Life insurance products, Renee Aiezza offers personalized and comprehensive insurance solutions to meet the unique needs of each client. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Renee Aiezza, Bankers Life Agent is dedicated to helping individuals and families protect their financial future. Contact us today to learn more about our insurance offerings and how we can assist you in securing the coverage you need.
301 N Cattlemen Rd Ste 106, Sarasota, FL 34232, United States -
Dennis Hernandez & Associates, PA
● OpenDennis Hernandez & Associates, PA is a prestigious law firm located at 2445 Fruitville Road in Sarasota, Florida, United States. With the increasing number of vehicles on Florida's roads, the firm specializes in handling car accident cases, providing legal representation to victims of injury crashes. With close to 6,500 car accidents occurring in Sarasota County each year, including over 2,500 injury crashes, the experienced attorneys at Dennis Hernandez & Associates are dedicated to helping victims hold negligent parties accountable and secure the compensation they deserve. The firm understands the physical, emotional, and financial hardships that come with being involved in a car accident, and they work tirelessly to ensure that their clients receive fair and just settlements.
2445 Fruitville Rd, Sarasota, FL 34237, United States -
Law Office Of Shelly Gallagher, PA
● OpenThe Law Office of Shelly Gallagher, PA, located at 3411 Magic Oak Lane in Sarasota, Florida, is dedicated to providing peace of mind through thoughtful planning. As an estate planning attorney in Sarasota, FL, Shelly A. Gallagher, PA helps seniors and families navigate difficult questions related to financial, medical, and legal challenges that come with aging. The firm creates personalized plans to help individuals control and protect their assets in the event of incapacitation or the need for assisted living or nursing home care. While many people may view estate planning as simply a way to distribute assets after death and minimize taxes, Shelly A. Gallagher, PA understands that a well-designed plan can accomplish much more. Without an estate plan, assets may be tied up in a time-consuming and expensive probate process. The firm also assists with guardianship proceedings in Florida, ensuring that individuals who are incapable of making their own decisions regarding finances and medical care have a trusted representative appointed to act on their behalf.
3411 Magic Oak Ln, Sarasota, FL 34232, 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 -
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 -
Peter G Magnuson
● OpenPeter G Magnuson is a finance institution located in Sarasota, Florida, United States. With years of experience in the financial services industry, our seasoned team is dedicated to helping you pursue your financial goals and objectives. We offer customized strategies and objective advice tailored to your needs, whether you are an individual, organization, business owner, or entrepreneur. Our consultative approach is personal and distinctive, focusing on nurturing wealth, establishing and overseeing plans, understanding challenges, delivering strategic solutions, and providing unique solutions for various financial needs. We believe that happiness lies not just in the possession of money, but in the joy of achievement and creative effort. Our Registered Representatives are available to discuss and transact securities business with residents in states where they are registered. Visit https://brokercheck.finra.org for more information.
3900 Clark Road Building R, Sarasota, FL 34233, 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 -
Access Advisors LLC
● ClosedAccess Advisors LLC, located at 1800 2nd Street in Sarasota, Florida, is a finance institution that believes in providing personalized financial planning tailored to your unique goals, time frame, and risk tolerance. Our team of experts is dedicated to helping you achieve your financial aspirations by offering the right combination of services, support, and guidance. We understand that your financial affairs are important and should be handled by those with proven expertise and the ability to effectively pursue your objectives. With a depth of ability and resources, we can help you make the most of each investment opportunity. We strive for excellence in everything we do and aim to exceed client expectations. Access Advisors LLC is associated with Level Four Financial, LLC, a member of FINRA/SIPC, and Raymond James & Associates, Inc. We offer security and advisory services, as well as financial planning through Level Four Advisory Services, a SEC Registered Investment Advisor.
1800 2nd St, Sarasota, FL 34236, United States -
Robert Smith - Thrivent
● ClosedRobert Smith - Thrivent is a finance institution located at 4801 Swift Road in Sarasota, Florida, United States. The institution is licensed in multiple states including AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, and WI. The institution specializes in providing financial planning services, including retirement planning and long-term care planning. The founder of the institution, Robert Smith, was inspired to enter the financial planning industry after experiencing the challenges of caring for aging parents with memory loss. He understands the importance of having a comprehensive retirement plan in place and is dedicated to helping others navigate the complexities of financial planning.
4801 Swift Rd Suite H, Sarasota, FL 34231, United States -
Coastal Kapital
● ClosedCoastal Kapital is a reputable finance institution located at 6012 Clark Center Avenue in Sarasota, Florida, United States. With a strong focus on providing tailored financial solutions to individuals and businesses, Coastal Kapital offers a wide range of services including investment advice, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Coastal Kapital today to learn more about how they can help you manage and grow your wealth.
6012 Clark Center Ave, Sarasota, FL 34238, United States -
First Pro Capital
● ClosedFirst Pro Capital is a finance institution located at 1343 Main Street in Sarasota, Florida, United States. Specializing in credit restoration and alternative business loan programs, we understand the importance of maintaining good credit for financial success. Our team, led by President Tagrid Shunia, offers personalized consultations to address your specific financial hardships and create customized solutions. With a focus on delivering results, we strive to help clients improve their credit scores and secure the loans they need. Visit our Testimonials page to hear from satisfied clients who have benefited from our services.
1343 Main St #705, Sarasota, FL 34236, United States -
Swift Title Loans
● ClosedSwift Title Loans is a finance institution located at 934 North Beneva Road in Sarasota, Florida, United States. Our top priority is to provide excellent customer service and a positive loan experience to each and every customer. We understand that bad credit should not prevent you from getting a loan, so we work tirelessly to get you approved regardless of your credit score. Applying for a title loan in Sarasota is simple and easy, with multiple options available. Title loans are a great option for individuals with bad credit, as they are secured by the value of your vehicle rather than your credit history. To apply for a title loan, you will need to provide proof of ownership for the vehicle, identification documents, and proof of income.
934 N Beneva Rd Unit 8, Sarasota, FL 34237, United States -
Swift Title Loans
● ClosedSwift Title Loans is a finance institution located at 6598 South Tamiami Trail, Sarasota, Florida, United States. Our top goal is to provide excellent customer service and a positive loan experience for each customer. We work tirelessly to ensure that even those with bad credit can secure a loan. We offer simple options for applying for a loan and understand the urgency of financial needs. Sarasota, Florida is a vibrant city known for its stunning beaches and cultural attractions. We specialize in auto title loans, using the value of your vehicle as collateral for a loan. We work with a network of reputable lenders to ensure you find the right loan with flexible repayment options and competitive interest rates. Our team of professionals is dedicated to finding you the best lender based on factors such as reputation, interest rates, flexibility of repayment options, and transparency in lending practices. By working with us, you can rest assured that you will secure a loan that meets your needs and provides a positive borrowing experience. Loan approval is subject to meeting the lender's credit criteria, and actual loan terms may vary by consumer.
6598 S Tamiami Trail #3, Sarasota, FL 34231, United States -
Clean Recovery Centers
● OpenWelcome to Clean Recovery Centers, your trusted partner in addiction treatment and mental health services located at 508 W Fletcher Ave, Tampa, FL 33612. Our mission is to provide comprehensive and compassionate care to individuals seeking to overcome substance use disorders and mental health challenges. At Clean Recovery Centers, we understand the complexities of addiction and mental health, and we are committed to helping you or your loved ones achieve lasting recovery and wellness. Our Approach to Recovery:
508 W Fletcher Ave, Tampa, FL 33612, United States -
Brandon J. Broderick Personal Injury Attorney at Law
● OpenBrandon J. Broderick Personal Injury Attorney at Law Welcome to Brandon J. Broderick, your trusted personal injury attorney in Pinellas Park, Florida. Located at 7381 114th Avenue, our firm is dedicated to providing exceptional legal support to those who have suffered from unexpected accidents and injuries. We understand that such incidents can drastically impact your life, causing not only physical pain but also emotional and financial stress. That's why it's crucial to have a reputable and trustworthy personal injury attorney by your side.
7381 114th Avenue, Pinellas Park, Florida 33782, United States -
Goldman Babboni Fernandez Murphy & Walsh
● OpenWelcome to Goldman Babboni Fernandez Murphy & Walsh, your trusted personal injury law firm located at 8359 Beacon Boulevard, Fort Myers, Florida. Our experienced team of attorneys is dedicated to representing victims of negligence and securing the justice and compensation they deserve. With decades of experience, we specialize in handling complex cases involving wrongful death, major injuries, and motorcycle accidents. Our firm is renowned for achieving one of the three largest settlements in motorcycle accident cases in Florida, emphasizing our commitment to fighting for the rights of injured motorcyclists. We understand the serious nature of these cases, often involving traumatic brain injuries and multiple fractures, and we are prepared to tackle the intricate challenges they present.
8359 Beacon Boulevard, Fort Myers, Florida 33907, United States -
Boca Recovery Center – Alcohol & Drug Rehab Boca Raton
● OpenWelcome to Boca Recovery Center – Alcohol & Drug Rehab Boca Raton, your trusted partner on the journey to recovery. Conveniently located at 21301 Powerline Rd #311, Boca Raton, FL 33433, our facility offers a comprehensive range of treatment programs designed to meet the unique needs of each individual seeking a path to sobriety. At Boca Recovery Center, we believe that recovery is a personal journey, and we are committed to providing a supportive, safe, and nurturing environment. Our medical detox program is the first critical step, offering a supervised setting where clients can safely withdraw from substances under the care of our expert clinicians. We prioritize your health and comfort, using a combination of medications and therapy to ease withdrawal symptoms.
21301 Powerline Rd # 311, Boca Raton, FL 33433, United States -
Banner Adjusting & Claim Consulting
● OpenWelcome to Banner Adjusting & Claim Consulting, your trusted partner in navigating the complexities of insurance claims. Located at 3550 Ridgecrest Lane, Cantonment, Florida, we are a Christian-owned public adjusting firm dedicated to providing exceptional service for all your insurance claim needs. With additional offices in Bradenton/Sarasota, Parrish, and Pensacola, we are committed to serving our community with integrity and expertise. At Banner Adjusting & Claim Consulting, we understand the stress and uncertainty that can follow damage to your home or business caused by fire, water, or natural disasters such as hurricanes, floods, or hail. As your advocate, we stand by you from the initial inspection to the final settlement negotiation with your insurance company. Our team of licensed public adjusters is experienced in filing, preparing, and negotiating claims to secure the best possible outcome for you.
3550 Ridgecrest Lane, Cantonment, Florida 32533, United States -
Courtland Title Services, Inc.
● OpenWelcome to Courtland Title Services, Inc. Located at 1267 Court Street, Clearwater, Florida, Courtland Title Services, Inc. is your trusted partner in navigating the complexities of real estate transactions across the Sunshine State. As a full-service independent title company, we are dedicated to providing comprehensive title and escrow closing services that ensure your real estate dealings are smooth, secure, and efficient.
1267 Court Street, Clearwater, Florida 33756, United States
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