Certified Financial Planners
Manta has 11 businesses under Certified Financial Planners in Sarasota, FL
Featured Company Listings
CLAIMED
Categorized under Certified Financial Planners
Jacob Cornell is a proactive financial advisor and founder of a boutique firm offering personalized investment services. He is dedicated to building trust through tailored strategies, empowering clients to achieve their financial goals with confidence.
Securities and advisory services offered through Centaurus Financial Inc., member FINRA/SIPC, a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in FL, NC, GA, MA, NH, NJ, NY, OH, PA, RI, VA, WI, AR, CA, IL, KY.
1800 2nd Street
Sarasota, FL
(941) 354-9748
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1800 2nd Street
Sarasota, FL
(941) 374-5538
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
CLAIMED
Categorized under Certified Financial Planners
At Studdard Financial, we serve the greater Memphis area from our office in Germantown, TN. We believe your financial journey is as unique as you are. Byron Studdard, a dedicated CFP professional, is committed to guiding individuals, families, and business owners toward their financial goals with personalized planning and transparent, fee-only fiduciary advice. We specialize in comprehensive retirement planning, smart investment management, and proactive estate and tax planning. Our mission is to empower you to make informed decisions, ensuring your wealth works for you now and in the future. Experience the difference of trusted financial guidance that truly puts your interests first.
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1800 2nd St
Sarasota, FL
(941) 374-5538
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
1800 2nd Street
Sarasota, FL
(941) 894-6245
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1800 2nd Street
Sarasota, FL
(941) 392-3031
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
CLAIMED
Categorized under Certified Financial Planners
Safe IRA Group is the leader in safe, secure and collateralized investment opportunities – a refreshing alternative to risky stock investments or low return retirement options.
The current economic climate makes it extremely hard to locate, manage, and most importantly, profit from standard investments; this creates a tremendous need for secure, high quality investment opportunities.
Our main focus is on buying undervalued assets, primarily at the numerous counties' courthouse steps.
We are investing in foreclosures, tax deeds, tax liens and other safe and secured asset classes. We are growing at an unprecedented rate due to the fact that we are able to identify and capitalize on these numerous fantastic opportunities.
950 South Tamiami Trail Suite 208
Sarasota, FL
(941) 907-0725
Categorized under Certified Financial Planners
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 changed. It is the goal of the firm to provide peace of mind to the client allowing them to plan for a worry-free retirement.
All Company Listings
1800 2nd Street
Sarasota, FL
(941) 354-9748
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1800 2nd Street
Sarasota, FL
(941) 374-5538
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
CLAIMED
Categorized under Certified Financial Planners
At Studdard Financial, we serve the greater Memphis area from our office in Germantown, TN. We believe your financial journey is as unique as you are. Byron Studdard, a dedicated CFP professional, is committed to guiding individuals, families, and business owners toward their financial goals with personalized planning and transparent, fee-only fiduciary advice. We specialize in comprehensive retirement planning, smart investment management, and proactive estate and tax planning. Our mission is to empower you to make informed decisions, ensuring your wealth works for you now and in the future. Experience the difference of trusted financial guidance that truly puts your interests first.
CLAIMED
Categorized under Certified Financial Planners
Safe IRA Group is the leader in safe, secure and collateralized investment opportunities – a refreshing alternative to risky stock investments or low return retirement options.
The current economic climate makes it extremely hard to locate, manage, and most importantly, profit from standard investments; this creates a tremendous need for secure, high quality investment opportunities.
Our main focus is on buying undervalued assets, primarily at the numerous counties' courthouse steps.
We are investing in foreclosures, tax deeds, tax liens and other safe and secured asset classes. We are growing at an unprecedented rate due to the fact that we are able to identify and capitalize on these numerous fantastic opportunities.
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
CLAIMED
Categorized under Certified Financial Planners
Jacob Cornell is a proactive financial advisor and founder of a boutique firm offering personalized investment services. He is dedicated to building trust through tailored strategies, empowering clients to achieve their financial goals with confidence.
Securities and advisory services offered through Centaurus Financial Inc., member FINRA/SIPC, a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in FL, NC, GA, MA, NH, NJ, NY, OH, PA, RI, VA, WI, AR, CA, IL, KY.
1800 2nd St
Sarasota, FL
(941) 374-5538
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
1800 2nd Street
Sarasota, FL
(941) 894-6245
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1800 2nd Street
Sarasota, FL
(941) 392-3031
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
950 South Tamiami Trail Suite 208
Sarasota, FL
(941) 907-0725
Categorized under Certified Financial Planners
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 changed. It is the goal of the firm to provide peace of mind to the client allowing them to plan for a worry-free retirement.
Categorized under Certified Financial Planners
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