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  • 950 South Tamiami Trail Suite 208
  • Sarasota, FL 32436
(941) 907-0725
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About

Edward Kennedy Mason Financial is a concierge wealth management and financial advisory firm specializing in comprehensive personalized financial plans

Headed by Rick Torrington CFP®, Edward Kennedy Mason Financial takes your personal situation and creates a comprehensive financial planning strategy based on your needs and long term goals. It all begins with an in-depth conversation that allows the client to express their needs, fears and desires. Based on this information a unique plan is tailored for the individual. This plan will then be reviewed quarterly with the client to provide clarity and to ensure their situation and needs have not ch...

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Services
401k management
retirement planning services
wealth management
financial planning services
fixed annuties
business planning and development services
estate planning consulting services
Financial planning
asset protection planning
Contact

  • Edward Kennedy Mason Financial

  • 950 South Tamiami Trail Suite 208
  • Sarasota, FL 32436
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  • Thu 9:00 AM - 5:00 PM
    OPEN NOW
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Detailed Information
  • Location TypeNA
  • Opening Date2004-01-01
  • Annual Revenue Estimate$2.5 to 5 million
  • SIC Code show
  • Employees2 to 4
  • Contactsshow