Wealth manager in Sarasota, Florida

Patrick Cummings - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1819 Main Street, Sarasota, Florida, United States. Patrick Cummings holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Patrick specializes in providing comprehensive financial planning services, asset management, estate planning, retirement planning, and investment strategies for individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethical practices and ongoing education, Patrick is dedicated to helping clients achieve their financial goals and secure their financial future.

The Sarasota Bay Group - Morgan Stanley is a leading finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a strong reputation for providing expert financial services, they specialize in wealth management, investment advisory, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, The Sarasota Bay Group - Morgan Stanley is committed to providing you with personalized solutions tailored to your specific needs.

Sarasota Tax Planning, located at 1491 Venice East Boulevard in Venice, Florida, is a reputable accounting and finance institution. They offer a range of services including accounting, payroll, and bookkeeping support to replace your back office operations. With a focus on developing strategies for both business and individual clients, Sarasota Tax Planning is dedicated to assisting with complex financial issues. Their team of professionals are committed to working hard and long hours to meet the needs of their clients, even beyond tax season. Let Sarasota Tax Planning take on your most pressing financial challenges and help you achieve your goals.

Sarasota Tax Planning, located at 1990 Main Street in Sarasota, Florida, offers expert accounting and finance services. Specializing in accounting, payroll, and bookkeeping support, we can handle all of your back-office needs. Our team is dedicated to developing tailored strategies for both business and individual clients, ensuring that complex financial issues are effectively managed. We are committed to working diligently and providing support beyond tax season, so you can trust us to tackle your most pressing financial challenges. Trust Sarasota Tax Planning to provide reliable and professional financial solutions.

Sunwest Bank in Sarasota is a reputable financial institution located at 2601 Cattlemen Road in Sarasota, Florida. As a trusted provider of financial services, Sunwest Bank offers a wide range of banking solutions to meet the needs of individuals and businesses in the Sarasota area. With a focus on personalized service and innovative financial products, Sunwest Bank is committed to helping customers achieve their financial goals. Whether you are looking for a checking account, savings account, or loan, the experienced team at Sunwest Bank is dedicated to providing excellent customer service and expert financial advice. Visit Sunwest Bank in Sarasota today to experience the difference of banking with a trusted local institution.

Investor Friendly CPA is a leading accounting and finance institution located at 4634 Country Manor Drive in Sarasota, Florida, United States. Our team of experienced Certified Public Accountants (CPAs) specialize in providing expert financial advice and services tailored to meet the needs of investors. Whether you are a seasoned investor or just starting out, our dedicated professionals are here to help you navigate the complexities of financial management and ensure your investments are in good hands. Trust Investor Friendly CPA for all your accounting and finance needs.

Deighton Financial Services is a reputable insurance agency located at 7349 Castle Drive in Sarasota, Florida, United States. We offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our experienced team of professionals is dedicated to providing personalized and reliable insurance solutions to help protect what matters most to our clients. Whether you are looking for auto, home, life, or business insurance, Deighton Financial Services is here to help you find the coverage that fits your unique needs. Contact us today to learn more about how we can help you secure your future.

Millennium Insurance and Investment Group of Florida is a trusted insurance agency located at 3649 Bahia Vista Street in Sarasota, Florida. Our experienced team is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we are here to help you find the best coverage at the most competitive rates. With a commitment to exceptional customer service and a wide range of insurance products, Millennium Insurance and Investment Group of Florida is your go-to agency for all your insurance needs. Contact us today to learn more about how we can protect what matters most to you.

Brittany Onstead: Primerica - Financial Services is a reputable finance and insurance agency located at 5602 Marquesas Circle in Sarasota, Florida, United States. With a focus on providing quality financial services to individuals and families, Brittany Onstead offers personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, the experienced team at Brittany Onstead: Primerica - Financial Services is dedicated to helping you secure a stable financial future. Contact them today to schedule a consultation and start building your wealth management strategy.

Legacy Settlement Services - FL is a reputable insurance agency located at 1549 Ringling Boulevard in Sarasota, Florida. With a commitment to providing top-notch settlement services, they specialize in helping individuals and families secure their financial future through various insurance products. Their team of experienced professionals is dedicated to offering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, disability insurance, or retirement planning services, Legacy Settlement Services - FL is here to help you navigate the complex world of insurance with ease and confidence. Visit them today to learn more about how they can help you protect what matters most.

TrustMasters is a reputable institution located at 19503 West Villages Parkway in Venice, Florida, United States. We specialize in providing expert services in Living Trusts, Wills, Power of Attorney documents, Funeral Plans, and HIPAA compliance. Our team of experienced professionals are dedicated to helping individuals and families plan for the future and ensure their assets are protected. Whether you need assistance with estate planning, end-of-life decisions, or healthcare directives, TrustMasters is here to guide you through the process with care and expertise. Contact us today to schedule a consultation and take the first step towards securing your legacy.

McCullough Legal Services is a reputable law firm located at 2477 Stickney Point Road, Sarasota, Florida, United States. Specializing in providing expert legal representation, they offer a wide range of services to clients in need of professional legal assistance. Their team of experienced lawyers are dedicated to helping individuals navigate through various legal challenges and achieve the best possible outcomes. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, McCullough Legal Services is committed to providing top-notch legal services tailored to meet your specific needs. Contact them today to schedule a consultation and learn how they can help you with your legal needs.

Anders Retirement & Investment Advisors is a finance institution located at 124 East Welbourne Avenue, Winter Park, Florida, United States. Our team is dedicated to providing financial planning services that prioritize your needs and goals. We are committed to working in your best interest, ensuring that your investments are aligned with your financial objectives. At Anders Retirement & Investment Advisors, we have the flexibility to work with any institution or product to find the best fit for you. While other firms may prioritize their own profits or push specific products, we are focused on finding the right solutions for your unique situation.

SWAN Retirement Strategies, located at 2553 Fruitville Road in Sarasota, Florida, is a finance institution dedicated to helping individuals achieve their retirement goals and needs. Specializing in assisting law enforcement, firefighters, schoolteachers, and government employees, SWAN Retirement Strategies offers customized financial tools and strategies to ensure a stress-free retirement with confidence. Whether you are in the DROP Program or seeking an investment plan, SWAN Retirement Strategies can help you find the right plan for your future. As a wealth management client, you will have access to strategies that can elevate your retirement experience. With a data-driven and results-focused approach, SWAN Retirement Strategies optimizes your retirement plan from a distribution and tax-efficiency perspective. As an independent institution, SWAN Retirement Strategies shops around to find the best products to fit your specific needs. Take the next step in your financial journey with a complimentary consultation at SWAN Retirement Strategies. You can also visit their additional office in Sebring, FL or contact them at (863) 781-9407 or Murrell@SWANStrategies.com. Please note that investment advisory services are offered through Second Half Partners, LLC, an SEC-registered investment advisor, and insurance and annuities are offered through Murrell Winter, FL NPN# 19081214.

EXCELLence Performance is a reputable institution located at 8191 North Tamiami Trail in Sarasota, Florida, United States. Specializing in finance and health services, we are dedicated to providing top-notch performance in these areas. Our experienced professionals are committed to helping individuals and businesses achieve excellence in their financial and health goals. Whether you are looking for financial advice or seeking to improve your overall well-being, EXCELLence Performance is here to support you every step of the way. Visit us today and experience the difference that our exceptional services can make in your life.

Longa Law Firm, P.A. is a reputable institution located at 400 North Ashley Drive in Tampa, Florida. Specializing in estate planning, probate, estate and gift tax planning, and living wills and other advance directives, this firm has been serving the Tampa Bay area since 2008. Their knowledgeable attorneys provide reliable counsel to clients in the Tampa area, with a thorough understanding of Florida law. Longa Law Firm, P.A. is dedicated to helping clients achieve the best possible results in their legal matters. They serve clients throughout the state of Florida, including Tampa, Brandon, Plant City, Apollo Beach, Lutz, Dunedin, Clearwater, St. Petersburg, Seminole, as well as Manatee, Sarasota, Charlotte, and Polk County. Trust Longa Law Firm, P.A. to handle your estate planning and probate needs with professionalism and expertise.

LCM Capital Advisors, LLC is a finance institution located at 2070 Ringling Boulevard in Sarasota, Florida, United States. As a leading financial advisory firm, LCM Capital Advisors, LLC offers a wide range of services including wealth management, investment planning, and retirement planning. With a team of experienced financial advisors, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, LCM Capital Advisors, LLC is dedicated to providing expert guidance and support every step of the way.

High Klass LLC is a premier accounting and finance institution located at 7621 15th Street East in Sarasota, Florida, United States. We offer top-notch services in financial management, tax preparation, and consulting to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing high-quality, personalized services to meet the unique needs of each client. With a commitment to excellence and integrity, High Klass LLC is the trusted choice for all your accounting and finance needs.

Gulf Income Properties is a property management company located in Bradenton, Florida, serving Sarasota and Manatee Counties. Our locally owned and operated company is dedicated to maximizing returns for real estate investors by providing value at every stage of our services. We prioritize open communication, transparency, and proactive management to ensure our clients' success. Our experienced property managers handle all day-to-day operations, including tenant screening, rent collection, maintenance, and repairs. We strive to create a stress-free experience for property owners while increasing their return on investment. Our goal is to provide maximum returns and peace of mind for property owners in Sarasota and Manatee Counties.

rn your luxury assets into immediate funds or secure a loan, Diamond Banc is the institution for you. With locations in multiple cities including Miami, Aventura, Boca Raton, Sarasota, Tampa, Orlando, Atlanta, Nashville, Columbia, Kansas City, and Scottsdale, Diamond Banc offers a personalized and transparent experience for selling or securing loans against your luxury jewelry, diamonds, and Rolex watches. At Diamond Banc, you can meet one-on-one with a director to have your items evaluated right in front of you. Whether you prefer to conduct transactions online or in person, Diamond Banc offers a seamless and secure process. With a commitment to client satisfaction and expertise in the luxury asset market, Diamond Banc is your trusted partner in unlocking the true value of your assets.

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

rn your luxury assets into immediate funds, seek expert advice on the value of your jewelry or watches, or secure a loan against your valuable items, Diamond Banc is here to assist you every step of the way. With locations in Miami, Aventura, Boca Raton, Sarasota, Tampa, Orlando, Atlanta, Nashville, Columbia, Kansas City, and Scottsdale, Diamond Banc offers personalized service and expertise to help you unlock the true value of your luxury assets. Visit us at 2332 Galiano Street, Coral Gables, Florida, or fill out our online submission form to get started today. Trust Diamond Banc as your premier destination for selling jewelry, diamonds, and luxury watches, and discover the true worth of your valuable assets.

Welcome to the Audiology & Hearing Center of Venice, where your hearing health is our top priority. Conveniently located at 183 Center Rd, Venice, FL 34285, we are more than just hearing aid providers; we are your partners in achieving better hearing and a better quality of life. Hearing loss can often feel isolating, but it doesn’t have to be that way. Our team, led by Dr. Vickie Adams and Dr. Jill W Cardinal, offers comprehensive hearing tests and evaluations to identify the cause of your hearing loss and determine the best treatment options for you. Dr. Adams, a licensed audiologist with a wealth of experience and knowledge in the latest technology, specializes in audiological diagnostic evaluations, pediatric cochlear implants, and adult hearing aid fittings. Dr. Cardinal brings over 21 years of diverse experience in audiology, working collaboratively with other medical professionals to ensure you receive the highest standard of care.

Welcome to Olympus Financial, your trusted partner in financial success, located conveniently at 8051 North Tamiami Trail, Sarasota, Florida. At Olympus Financial, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals offers a comprehensive range of services, including financial planning, investment management, retirement planning, and wealth management. We pride ourselves on our client-focused approach, ensuring that your financial goals are our top priority. Whether you're planning for the future, managing assets, or seeking advice on financial strategies, Olympus Financial is here to guide you every step of the way. Visit us today and discover how we can help you achieve financial peace of mind and prosperity. Trust Olympus Financial to elevate your financial journey.

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

Welcome to Walter Group Real Estate - Longboat Key Realtors, where over 22 years of expertise and a personalized approach have established us as Longboat Key's premier local real estate agency. Located at 440 Gulf of Mexico Drive, Longboat Key, Florida, we are your trusted partners in navigating the vibrant local real estate market. Janet and Steve Walter bring a wealth of local knowledge and a deep understanding of Longboat Key and its surrounding areas. Their commitment to providing personalized service and expert guidance ensures a smooth, stress-free experience whether you're buying or selling a property.

Ed Klopfer Schools of Real Estate is a reputable institution located at 4068 Cattlemen Road in Sarasota, Florida. Established with the aim of providing top-notch education in the field of real estate, the school offers a range of courses designed to prepare students for successful careers in the industry. With experienced instructors and a comprehensive curriculum, Ed Klopfer Schools of Real Estate is committed to helping students achieve their goals and excel in the real estate market. Whether you are looking to start a new career or advance your current one, this institution provides the knowledge and resources needed to succeed in the competitive world of real estate.

Marc 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.

Chris Kehoe Tax Law is a reputable institution located at 5237 Summerlin Commons Boulevard in Fort Myers, Florida, United States. Specializing in accounting, finance, and legal services, this institution offers expert tax law advice and assistance. With additional locations in Sarasota, St. Petersburg, Tampa, Venice, and North Port, clients can easily access their services throughout the region. Operating hours are Monday to Friday from 7 a.m. to 5 p.m. EST, Saturday from 7 a.m. to 11:30 p.m. EST, and Sunday from 9 a.m. to 10 p.m. EST. Contact Chris Kehoe Tax Law at 941-787-7575, 813-466-1414, or 239-829-5669, or email Chris@TaxGC.com for more information or to schedule a consultation.

Walters & Associates CPAs is a renowned accounting and finance institution located at 5266 Office Park Boulevard in Bradenton, Florida, United States. Our team specializes in personalized tax guidance and strategy to reinvent your business success. With a focus on maximizing audit ROI, we analyze financials, controls, and overall business performance effectively. Our expertise in aligning plans with strategy has resulted in over 500 successful financial projections submitted to AHCA without denials. At Walters & Associates CPAs, we pride ourselves on our 100% success rate in CAP Liability Report preparation, providing peace of mind with timely and accurate submissions. Our bookkeeping services ensure 100% accurate books, freeing up time for business growth. As a PCAOB Registered Firm, we guarantee legal and ethical compliance for retirement and pension plans with effortless audits.