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Financial Planners in Sarasota, Florida

Sarasota Security Patrol, Inc. photos
Sarasota Security Patrol, Inc.
Sarasota / Florida / United States
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Sarasota Security Patrol is a professional and progressive security company with a reputation for service and excellence that has been providing quality security related services to the southwest Florida region since 1962. Sarasota Security Patrol provides a wide array of services to meet all types of needs. We have a reputation for service and excellence to uphold so you can trust in our team to provide you with superior protection, investigative and repossession services.
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Edward Jones - Financial Advisor: Peter J Abbott photos
Edward Jones - Financial Advisor: Peter J Abbott, 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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IBERIABANK photos
IBERIABANK, Sarasota
Sarasota / Florida / United States
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IBERIABANK in Sarasota, FL delivers a wide array of banking, mortgage, lending, investment, and wealth management services to individuals and small businesses. We also support the commercial banking needs of small and large corporations, and institutional investors. In the U.S. we have over 200 branches and approximately 260 ATMs across 7 states, complemented by online and mobile banking. We put relationships first, and empower our markets with local decision making abilities in order to better serve a diverse client base across our growing footprint. We also have a deep commitment to the communities where our associates and clients work and live. Visit or contact your neighborhood branch today or visit us online!
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American Business Brokerage photos
American Business Brokerage, Sarasota
Sarasota / Florida / United States
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Northern Trust photos
Northern Trust, Sarasota
Sarasota / Florida / United States
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As a premier financial firm, Northern Trust specializes in goals driven wealth management backed by innovative technology and a strong fiduciary heritage. For more than 130 years we have remained true to the same key principles -- service, expertise and integrity.
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Sarah B. Lodge - RBC Wealth Management Financial Advisor photos
Sarah B. Lodge - RBC Wealth Management Financial Advisor, Sarasota
Sarasota / Florida / United States
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With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.
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Couture Financial photos
Couture Financial, Sarasota
Sarasota / Florida / United States
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At Couture Financial, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
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MC Duffie Jones Associate photos
MC Duffie Jones Associate, Sarasota
Sarasota / Florida / United States
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If you are looking for a polygraph examiner, look no further. Hal is highly qualified and a thorough examiner, and you can depend on his services. I am pleased to know that Hal is available in this west coast FL area when the situation calls for a polygraph examination.
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IBERIABANK photos
IBERIABANK, Sarasota
Sarasota / Florida / United States
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IBERIABANK in Sarasota, FL delivers a wide array of banking, mortgage, lending, investment, and wealth management services to individuals and small businesses. We also support the commercial banking needs of small and large corporations, and institutional investors. In the U.S. we have over 200 branches and approximately 260 ATMs across 7 states, complemented by online and mobile banking. We put relationships first, and empower our markets with local decision making abilities in order to better serve a diverse client base across our growing footprint. We also have a deep commitment to the communities where our associates and clients work and live. Visit or contact your neighborhood branch today or visit us online!
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IBERIABANK photos
IBERIABANK, Sarasota
Sarasota / Florida / United States
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IBERIABANK in Sarasota, FL delivers a wide array of banking, mortgage, lending, investment, and wealth management services to individuals and small businesses. We also support the commercial banking needs of small and large corporations, and institutional investors. In the U.S. we have over 200 branches and approximately 260 ATMs across 7 states, complemented by online and mobile banking. We put relationships first, and empower our markets with local decision making abilities in order to better serve a diverse client base across our growing footprint. We also have a deep commitment to the communities where our associates and clients work and live. Visit or contact your neighborhood branch today or visit us online!
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Megan Heckman: IBERIABANK Mortgage - Closed photos
Megan Heckman: IBERIABANK Mortgage - Closed, Sarasota
Sarasota / Florida / United States
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With the flexibility to offer outstanding home loan options, IBERIABANK Mortgage in Sarasota, FL stands out against the competition. We offer consistently competitive rates; local expertise; and a seasoned, professional team of lenders to help qualify more borrowers, close more loans, and turn your dreams into reality. Visit or contact your neighborhood IBERIABANK Mortgage office today, or visit us online!
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H&R Block photos
H&R Block, Sarasota
Sarasota / Florida / United States
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Need help filing taxes, including your federal tax return and state tax return? Your local Sarasota H&R Block office is open January to April to provide the tax know-how you need. Looking to find every last available tax deduction to minimize your taxes and maximize your return? Were experts at it. Schedule an appointment today!
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Edward Jones - Financial Advisor: Stephen J Schweigart photos
Edward Jones - Financial Advisor: Stephen J Schweigart, 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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Florida Wealth Planning Group - Ameriprise Financial Services, Inc. photos
Florida Wealth Planning Group - Ameriprise Financial Services, Inc., Sarasota
Sarasota / Florida / United States
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Putting clients first; its what we doAmeriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first Explains things in understandable terms Understands me and shares my values Were proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.With the right financial advisor, 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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David J. Ferguson EA photos
David J. Ferguson EA, Sarasota
Sarasota / Florida / United States
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Tax preparation services is all about helping individuals and small businesses provide income tax compilation services, income tax return preparation services, and other tax return preparation services; it is part of the process of financial accounting in business.
Income tax compilation services
Income tax return preparation services
Basic tax preparation services
Standard tax preparation services
Full-service tax preparation services
Tax-related financial products
Other tax return preparation services
Other financial consulting and advisory related services
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Primerica Financial Service photos
Primerica Financial Service, Sarasota
Sarasota / Florida / United States
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Primerica is a financial services company devoted to growing the portfolios of middle class investors. This Sarasota location serves the surrounding communities, offering investment packages that enable families to invest in their future at an affordable price. 

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The Gress Lodge Group photos
The Gress Lodge Group, Sarasota
Sarasota / Florida / United States
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With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.
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Potomac Financial Corp photos
Potomac Financial Corp, Sarasota
Sarasota / Florida / United States
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Potomc Financial Corporation works with clients to help them develop strong, stable financial futures. The company provides expert, experienced advice on asset management and financial planning.

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Cadence Bank - Sarasota photos
Cadence Bank - Sarasota
Sarasota / Florida / United States
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Founded in 1889, Cadence Bank provides a wide range of financial services, including banking, trust services, mortgage, insurance and investment products. It has more than 35 branches throughout Mississippi, Tennessee, Alabama, Florida and Georgia. It provides a wide range of financial products and services, such as credit cards, loans, savings accounts, business services, personal finance and commercial banking. The bank s commercial services include business accounts and cash management, business loans and certificates of deposit. Cadence Bank offers various other banking services that include ATMs, debit cards, bills payment, telephone banking, money orders, wire transfers, free night deposits, credit card advances, and notary and direct deposit services. In addition, the bank s premises include a mortgage department that offers several finance services to clients. It is located in Sarasota, Fla.
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Wellington & Shields photos
Wellington & Shields, Sarasota
Sarasota / Florida / United States
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Shields & Company is a full-service brokerage firm offering a variety of professional financial services. The company handles financial counseling, investment services and insurance coverage.

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