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Financial Planners in Sarasota, Florida

Truvestments Capital LLC photos
Truvestments Capital LLC, Sarasota
Sarasota / Florida / United States
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An independently-owned partnership with nearly 100 years of collective experience. We help you build an expansive future for your family leading to a comfortable retirement. We do so by focusing on patience - with the fundamental goal being wealth preservation over time.
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Edward Jones - Financial Advisor: Joe Flores photos
Edward Jones - Financial Advisor: Joe Flores, Sarasota
Sarasota / Florida / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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John Hayes - Ameriprise Financial Services, Inc. photos
John Hayes - Ameriprise Financial Services, Inc., Sarasota
Sarasota / Florida / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: Ralph J Cushing, AAMS® photos
Edward Jones - Financial Advisor: Ralph J Cushing, AAMS®, Sarasota
Sarasota / Florida / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Eskew Financial Group photos
Eskew Financial Group, Sarasota
Sarasota / Florida / United States
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Eskew Financial Group is a financial advisory services organization focused on the estate/business succession and asset management needs of our targeted clientele. Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with our clients needs, we have access to cutting edge products, expanded quality service, and emerging technologies. Breaking new ground is part of our tradition, and we have been helping families and businesses reach their financial goals since 1978. Our services include, but are not limited to: Estate and Legacy Planning, Wealth & Asset Protection, Business Succession and Exit Planning, Executive Benefits, and Charitable Planning.
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LPF Financial Advisors photos
LPF Financial Advisors, Sarasota
Sarasota / Florida / United States
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At LPF Financial Advisors, our advisors specialize in helping people prepare for and transition into retirement. We believe that we have a responsibility to be good stewards of our client’s wealth so they can focus on the things in life most important to them, other than money. We utilize strategies with the hopes of protecting our client’s retirement lifestyles and passing wealth on to future generations according to their wishes. We serve a select group of individuals, families and businesses. Those who may benefit from our services typically: Desire a personal relationship rather than just being an "account" Are open to objective advice and can implement suggested solutions Want to simplify, streamline, and consolidate their money management
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Yaegers Financial Services photos
Yaegers Financial Services, Sarasota
Sarasota / Florida / United States
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Yaegers Financial Services was started by Wilbert I. (Bill) Yaegers over 75 years ago to provide his clients with exceptional personalized service in helping them shape their financial lives and goals. Today, that tradition continues with David Yaegers Sr., Bill’s son, and two of Bill’s grandchildren, David Yaegers Jr. and Bill Yaegers. At Yaegers Financial Services, we are dedicated to helping our clients and their families pursue their financial goals. We approach this by listening to their needs and providing objective, problem-solving services, and independent financial guidance. We are committed to the highest standards of honesty, integrity, and ethics. We believe that Trust is paramount to our business, and we strive to maintain a relationship built on Trust with each and every client.
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Corey D Schaul - Ameriprise Financial Services, Inc. photos
Corey D Schaul - Ameriprise Financial Services, Inc., Sarasota
Sarasota / Florida / United States
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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BB&T photos
BB&T, Sarasota
Sarasota / Florida / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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BB&T photos
BB&T, Sarasota
Sarasota / Florida / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Edward Jones - Financial Advisor: Michael Johnson, CFP® photos
Edward Jones - Financial Advisor: Michael Johnson, CFP®, Sarasota
Sarasota / Florida / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Daniel A Shontere - Ameriprise Financial Services, Inc. photos
Daniel A Shontere - Ameriprise Financial Services, Inc., Sarasota
Sarasota / Florida / United States
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The advisor listed is an Ameriprise financial advisor in Sarasota. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Yaegers Financial Services photos
Yaegers Financial Services, Sarasota
Sarasota / Florida / United States
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Yaegers Financial Services was started by Wilbert I. (Bill) Yaegers over 75 years ago to provide his clients with exceptional personalized service in helping them shape their financial lives and goals. Today, that tradition continues with David Yaegers Sr., Bill’s son, and two of Bill’s grandchildren, David Yaegers Jr. and Bill Yaegers. At Yaegers Financial Services, we are dedicated to helping our clients and their families pursue their financial goals. We approach this by listening to their needs and providing objective, problem-solving services, and independent financial guidance. We are committed to the highest standards of honesty, integrity, and ethics. We believe that Trust is paramount to our business, and we strive to maintain a relationship built on Trust with each and every client.
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Brandan E Hardie - Ameriprise Financial Services, Inc. photos
Brandan E Hardie - Ameriprise Financial Services, Inc., Sarasota
Sarasota / Florida / United States
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The advisor listed is an Ameriprise financial advisor in Tampa. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Moore & Associates - Ameriprise Financial Services, Inc. photos
Moore & Associates - Ameriprise Financial Services, Inc., Sarasota
Sarasota / Florida / United States
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We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Jeremy St Croix - Ameriprise Financial Services, Inc. photos
Jeremy St Croix - Ameriprise Financial Services, Inc., Sarasota
Sarasota / Florida / United States
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The advisor listed is an Ameriprise financial advisor in Boca Raton. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Larry J Woodruff Jr - Ameriprise Financial Services, Inc. photos
Larry J Woodruff Jr - Ameriprise Financial Services, Inc., Sarasota
Sarasota / Florida / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Stephen Gross - Ameriprise Financial Services, Inc. photos
Stephen Gross - Ameriprise Financial Services, Inc., Sarasota
Sarasota / Florida / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Bruce Lang - Ameriprise Financial Services, Inc. photos
Bruce Lang - Ameriprise Financial Services, Inc., Sarasota
Sarasota / Florida / United States
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The advisor listed is an Ameriprise financial advisor inSarasota. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.
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Bankers Life photos
Bankers Life, Sarasota
Sarasota / Florida / United States
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The Bankers Life branch in Sarasota is comprised of a team of hard working managers, agents and staff with only the best interests of our customers in mind. Because of this mindset, weve been named the top producing office for eight consecutive years. Our team of 116 insurance agents and 13 Financial Advisors serves our community and customers with knowledgeable insurance and retirement planning recommendations. We proudly support the Bankers Life "Forget Me Not Days" fundraising campaign, which supports the Alzheimer’s Association. We also participate in the Bankers Life Golden Beacon award, which honors members of our community for their outstanding volunteerism. You can find our office situated in the Gateway Buildings off Fruitville Road. With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With more than 260 offices across the country, our more than 4,200 insurance agents/producers live and work in the communities they serve. Our agents/producers at the local Bankers Life in Sarasota, FL office take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our more than 1.5 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.
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