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TOP 30 Wellness consulting in Sarasota, FL
215 results found
Search for local businesses, places and services near you
WealthGen Advisors
WealthGen 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.
EXCELLence Performance
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.
First Choice CPA Services, LLC
First Choice CPA Services, LLC is a trusted accounting and finance institution located at 6497 Parkland Drive in Sarasota, Florida, United States. Our team of experienced CPAs specializes in developing personalized tax planning strategies tailored to your unique financial situation. We meticulously analyze your financial data, identify potential tax deductions and credits, and implement effective strategies to minimize your tax liability. We go beyond traditional accounting services to provide comprehensive financial management solutions for individuals and small business owners. From budgeting and cash flow analysis to financial statement presentation and strategic planning, our experts are here to help you make informed financial decisions and achieve long-term success.
TRUADVICE Wealth Management
TRUADVICE 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.
Gratium Wealth Planning - Ameriprise Financial Services, LLC
Gratium Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 7188 South Beneva Road 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 individuals achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. While we cannot guarantee future financial results, we are committed to providing personalized financial advice and guidance. We adhere to strict corporate entities and important disclosures, as well as website rules and regulations to ensure the privacy and security of our clients. As a member of FINRA and SIPC, we strive to help your friends and family members achieve their financial goals through our services. Feel free to refer them to us, and we will reach out to them soon. Thank you for considering Gratium Wealth Planning - Ameriprise Financial Services, LLC for your financial needs.
Merrill Lynch Financial Advisor David M Gregg
Merrill 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.
Complete Small Business Solutions
Complete Small Business Solutions is a leading institution specializing in accounting and finance, located at 2018 Oak Terrace in Sarasota, Florida, United States. In today's competitive marketplace, proper delegation of daily tasks is essential for business growth. Our cloud-based portal allows for flexible working arrangements, saving time and increasing productivity. With video and screencast tools, we provide face-to-face communication without the need for in-person meetings. Communication is streamlined through text messaging and email, ensuring that you have all the information you need at your fingertips. Our cloud-based software enables quick access to information, even when your designated accountant is unavailable. We offer document management services tailored to your specific needs, including record-keeping guidelines and file transfers. Our proprietary software provides software downloads, updates, and training, as well as access to online calculators for financial analysis.
Principal Financial Group
Principal 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.
Dye, Harrison, Kirkland, Petruff & Pratt, PLLC
Dye, Harrison, Kirkland, Petruff & Pratt, PLLC is a prestigious legal institution located at 1206 Manatee Avenue West in Bradenton, Florida, United States. With a rich history of providing superior legal representation to the citizens of Manatee and Sarasota Counties, our firm was established in 2017 through the merger of two well-respected local firms. Our team of experienced attorneys specializes in a wide range of legal areas including Trusts & Estates, Banking Law, Litigation, Real Estate, Personal Injury, Corporate Law, and Family Law. We take pride in being effective, efficient, flexible, and creative advisors for our clients, offering powerful legal representation to protect what matters most to them.
Trunkett Law Firm, LLC
Trunkett Law Firm, LLC is a local Southwest Florida attorney located at 6151 Lake Osprey Drive in Sarasota, Florida. Specializing in personal bankruptcy, the firm offers free consultations to individuals and small businesses facing financial difficulties. In addition to bankruptcy, Trunkett Law Firm also assists clients with complex construction matters and disputes, as well as other legal services such as commercial and real estate issues. Serving clients in Fort Myers, Cape Coral, Bonita Springs, and other surrounding areas, the firm is dedicated to providing quality legal representation in consumer law matters. Please note that communication through the website does not establish an attorney-client relationship. With offices in Fort Myers and Naples, Trunkett Law Firm is committed to helping clients navigate the legal process with expert guidance and support.
Anthony Papa CPA, PLLC
Anthony Papa CPA, PLLC is a dedicated accounting and finance institution located at 3200 US Highway 27 South in Sebring, Florida, United States. Our team provides prompt, knowledgeable, and courteous CPA services for businesses and individuals. We go the extra mile to give our clients the attention they deserve, ensuring timely and professional service. Our services include bookkeeping solutions using the latest automated and time-saving strategies, as well as tax planning and tax-saving strategies that consider both short-term and long-term financial positions. We are certified in QuickBooks Online, Desktop, Payroll, Point-of-Sale, and Enterprise, offering comprehensive expertise in a variety of accounting software.
Adamchak, Bordes & Associates Wealth Management
Adamchak, 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.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 1943 Morrill Street in Sarasota, Florida, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Access Advisors LLC
Access 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.
Weichel Fuller Mathis Financial - Northwestern Mutual
Weichel Fuller Mathis Financial - Northwestern Mutual is a finance and insurance agency located at 2601 Cattlemen Road in Sarasota, Florida, United States. With a focus on financial planning and insurance services, this institution offers expert advice and solutions to help clients achieve their financial goals and protect their assets. The team at Weichel Fuller Mathis Financial is dedicated to providing personalized and comprehensive financial guidance to individuals, families, and businesses. Whether you are looking to plan for retirement, invest for the future, or secure your financial well-being, Weichel Fuller Mathis Financial - Northwestern Mutual is committed to helping you navigate the complexities of the financial world.
BlackSands Wealth Group - Ameriprise Financial Services, LLC
BlackSands 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.
The Ordonez Financial Group
The Ordonez Financial Group, located at 2831 Ringling Boulevard in Sarasota, Florida, is a finance institution dedicated to providing a range of services including investments, retirement planning, and wealth management. Led by Alfredo (Al) Ordonez, who has been recognized as one of Forbes' Best-In-State Financial Security Professionals in Florida, the institution is committed to helping clients build a bridge to a sound financial future. With a focus on serving professional advisors, The Ordonez Financial Group aims to help clients leave a legacy of love and financial security by making life insurance a priority. The institution offers a range of services to help individuals and families plan for their financial futures, with a focus on personalized strategies tailored to each client's unique needs.
JB Underhill, CPA
JB Underhill, CPA is a reputable accounting and finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida. With a background in Big Four accounting firms, J.B. Underhill offers tailored services to businesses in Tampa and surrounding areas. Their expertise includes traditional accounting and bookkeeping, as well as specialized services such as forensic accounting, business valuation, audit services, and business acquisition planning. With a focus on providing strategic guidance and value-added services, J.B. Underhill is a trusted advisor for businesses throughout the year. In addition, they offer tax relief services to help businesses navigate complex tax issues and achieve the best possible outcomes. Contact them at their Tampa office at 1112 Channelside Drive or their Sarasota office at 6151 Lake Osprey Drive for expert financial assistance.
H&R Block
H&R Block is a well-known accounting and finance institution located at 3556 Clark Road in Sarasota, Florida, United States. With a reputation for providing expert tax preparation services, financial advice, and assistance with a variety of financial matters, H&R Block is a trusted resource for individuals and businesses alike. Their knowledgeable staff are dedicated to helping clients navigate the complexities of taxes and financial planning, ensuring that they achieve their financial goals. Whether you need help with tax preparation, financial planning, or any other accounting services, H&R Block is here to help.
Suplee, Shea, Cramer & Miller, PA
Suplee, Shea, Cramer & Miller, PA is a well-established accounting and finance institution located in Sarasota, Florida. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, their dedicated team is committed to helping clients achieve their financial goals. Conveniently located at 800 South Osprey Avenue, Suplee, Shea, Cramer & Miller, PA is a trusted partner for all your accounting and financial needs.
John Michael Smith CPA- Retired
John Michael Smith CPA- Retired is a place of worship located at 3260 Fruitville Road in Sarasota, Florida, United States. This institution is dedicated to providing spiritual guidance and support to its members, as well as fostering a sense of community and connection. Led by the retired CPA John Michael Smith, this place of worship offers a welcoming and inclusive environment for individuals seeking spiritual growth and fellowship. Join us for services, events, and opportunities for personal and collective reflection and growth.
Hess Orthodontics
Hess Orthodontics, located at 11970 Boyette Road in Riverview, Florida, is a top-notch dental institution offering orthodontic treatment for adults, teens, and children using the latest technology. Dr. Hess, a valedictorian graduate from the University of Florida College of Dentistry, is passionate about achieving the highest quality care for his patients. With a limited-time offer of $1,000 off braces or Invisalign®, Hess Orthodontics is committed to providing excellent care at an affordable price. The skilled team at Hess Orthodontics offers flexible financing options and free initial consultations to accommodate all budgets. With six convenient locations in Riverview, Lithia, Apollo Beach, Parrish, Sarasota, and Winter Haven, Hess Orthodontics is dedicated to helping patients achieve a beautiful smile and improved confidence. Whether you're looking for Invisalign, Damon Braces, or Zoom treatment, the expertly-trained team at Hess Orthodontics is ready to create a custom treatment plan tailored to your needs. Patients rave about the friendly and professional staff, as well as the outstanding results they have achieved at Hess Orthodontics. Don't wait, schedule your appointment today and start your journey to a perfect smile with Hess Orthodontics!
Dr. Taryn Cade-Saez
Dr. Taryn Cade-Saez is a reputable health institution located at 1750 17th Street in Sarasota, Florida. Specializing in dentistry, Dr. Cade-Saez provides top-notch dental care and services to patients of all ages. With a focus on preventive care and patient education, the institution aims to promote overall oral health and well-being. The dedicated team of professionals at Dr. Taryn Cade-Saez is committed to providing personalized and compassionate care to every individual that walks through their doors. Experience exceptional dental care in a welcoming and comfortable environment at Dr. Taryn Cade-Saez.
G Nelson Horne Pa
G Nelson Horne Pa is a reputable dental institution located at 1867 Rita Street in Sarasota, Florida. They provide top-quality dental services to patients of all ages, focusing on oral health and overall well-being. With a team of experienced and skilled professionals, G Nelson Horne Pa offers a wide range of dental treatments and procedures to ensure their patients achieve and maintain a healthy smile. Whether you need a routine check-up, cosmetic dentistry, or emergency dental care, you can trust G Nelson Horne Pa to provide personalized and compassionate service. Visit them today and experience exceptional dental care in a comfortable and welcoming environment.
Dr. Dharmendra Pansuriya
Dr. Dharmendra Pansuriya is a reputable dentist located at 5641 Clark Road in Sarasota, Florida, United States. With a focus on providing top-quality dental care, Dr. Pansuriya and his team offer a range of services to help patients achieve and maintain optimal oral health. From routine cleanings and check-ups to more complex procedures, the institution is committed to ensuring each patient receives personalized and compassionate care. Visit Dr. Dharmendra Pansuriya for all your dental needs and experience exceptional service in a welcoming and comfortable environment.
Cozzette Accounting Co
Cozzette Accounting Co. is a reputable accounting and finance institution located at 7365 Merchant Court in Sarasota, Florida, United States. Our team of tax professionals is dedicated to providing high-quality accounting and tax services to individuals and small businesses in Sarasota and Manatee counties. With years of experience, we offer expert tax preparation, business formation services, and personalized tax planning to help our clients maximize their deductions and minimize their tax burden. In light of recent events, all tax due dates have been moved to February 15th, 2024. The starting date for tax filing has not yet been determined by the IRS, but rest assured that Cozzette Accounting Co. will keep you informed and provide the necessary guidance for all your tax-related needs.
Ficarra Frank a CPA
Ficarra Frank, a CPA, is a well-established accounting and finance institution located at 4837 Swift Road in Sarasota, Florida, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, auditing, and consulting. The team of professionals at Ficarra Frank is dedicated to providing top-notch services to individuals and businesses alike, helping them achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with tax compliance or strategic financial planning, Ficarra Frank, a CPA, is the go-to institution for all your accounting and finance needs.
Stephen M Musco & Company CPAs
Stephen M. Musco & Company CPAs is a certified public accounting firm located at 950 South Tamiami Trail in Sarasota, Florida. Founded in 1989, our firm specializes in providing tax and accounting services to small businesses and nonprofits. Our founder, Stephen M. Musco, CPA, MBA, has extensive experience working with start-up companies and partnerships, as well as a strong background in nonprofit audits and governance. In addition to traditional accounting services, Mr. Musco offers governance assistance, accounting and human resource policy guidance, and serves as a virtual CFO for clients who do not require a full-time controller or chief financial officer. He has published numerous articles on accounting and taxation, and is well-known for his expertise in the nonprofit sector.
CS&L CPAs
CS&L CPAs, located at 1515 Ringling Boulevard in Sarasota, Florida, is a leading institution specializing in accounting and finance services. Our experienced Audit Team is well-equipped to handle audits throughout the state, ensuring the accuracy and validity of financial records for all types of organizations. In today's rapidly changing regulatory environment, our skilled CPAs provide innovative tax planning, compliance, and reporting solutions to help clients navigate complex challenges. Our Management Consultants offer data-driven insights to identify opportunities for growth, profitability, and operational improvement.
Sinkunas & Company
Sinkunas & Company is a reputable accounting and finance institution located at 3277C Fruitville Road in Sarasota, Florida, United States. Our dedicated team offers a range of services to help you stay on a healthy financial path, including strategic advisory services and bookkeeping assistance. We understand that managing finances can be stressful, which is why we strive to take the burden off your hands and allow you to focus on what truly matters to you. With our expertise, payroll processing becomes effortless, giving you more time to focus on your business goals. We prioritize building authentic relationships with our clients, going beyond just transactions to provide personalized guidance. Our use of technology ensures efficiency and effectiveness in managing your small business, while also emphasizing the importance of balancing technology with a human touch. At Sinkunas & Company, we are here to support you in navigating financial challenges, such as supply chain disruptions, and emerging stronger than ever. Let us help you curate a joyful and satisfying holiday feast for all your guests, regardless of their dietary preferences or restrictions. Trust us to guide you towards financial wellness and success, so you can focus on the wellness of your business, body, and mind.
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