Mutual Funds in Osprey, FL

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2. Edward Jones - Financial Advisor: Blake G Lynn

Edward Jones - Financial Advisor: Blake G Lynn

456 S Tamiami Trl, Osprey, FL 34229

CLOSED NOW:Closed

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

4. Al Purmort Insurance Inc

Al Purmort Insurance Inc

3340 Bee Ridge Rd, Sarasota, FL 34239

CLOSED NOW:Closed

"I feel like I am part of the Purmort family I've been working with them for so long! They insure all of my business and of handle all of my personal accounts. I would recommend…"

YP
40 Years
in Business

5. Edward Jones - Financial Advisor: Joshua H Rifkin

Edward Jones - Financial Advisor: Joshua H Rifkin

5112 Ocean Blvd, Sarasota, FL 34242

From Business: 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…

YP
103 Years
in Business

6. Edward Jones - Financial Advisor: Kale E Youtzy

Edward Jones - Financial Advisor: Kale E Youtzy

810 Pinebrook Rd Ste A, Venice, FL 34285

From Business: 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…

YP
103 Years
in Business

7. Edward Jones - Financial Advisor: Sherry L Brenneman

Edward Jones - Financial Advisor: Sherry L Brenneman

375 Commercial Ct Ste B, Venice, FL 34292

From Business: 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…

YP
103 Years
in Business

8. Edward Jones - Financial Advisor: James Levin

Edward Jones - Financial Advisor: James Levin

375 Commercial Ct Ste B, Venice, FL 34292

From Business: 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…

YP
103 Years
in Business

9. Fifth Third Securities - Ryan Stevenson

Fifth Third Securities - Ryan Stevenson

1340 E Venice Ave, Venice, FL 34285

CLOSED NOW:9:00 am - 1:00 pm

From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…

10. Veeneman, Robert

Veeneman, Robert

7261 Bee Ridge Rd, Sarasota, FL 34241

CLOSED NOW:

From Business: 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…

11. Fifth Third Securities - Stephen Peloquin

Fifth Third Securities - Stephen Peloquin

2035 Cattlemen Rd, Sarasota, FL 34232

CLOSED NOW:9:00 am - 1:00 pm

From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…

14. Tackett Wealth Management

Tackett Wealth Management

304 W Venice Ave #218, Venice, FL 34285

CLOSED NOW:
Amenities:
Wheelchair accessible

17. Edward Jones - Financial Advisor: Ashley Spradley

Edward Jones - Financial Advisor: Ashley Spradley

1819 Main St Ste 1150, Sarasota, FL 34236

CLOSED NOW:

From Business: 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…

YP
103 Years
in Business

18. Edward Jones - Financial Advisor: Stephen J Schweigart

Edward Jones - Financial Advisor: Stephen J Schweigart

1343 Main St Ste 501, Sarasota, FL 34236

From Business: 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…

YP
103 Years
in Business

19. Jeff Spanos - Prudential Financial

Jeff Spanos - Prudential Financial

401 N Cattlemen Rd Ste 110, Sarasota, FL 34232

CLOSED NOW:Closed

From Business: For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

YP
190 Years
in Business

20. Edward Jones - Financial Advisor: Matt Medvesky

Edward Jones - Financial Advisor: Matt Medvesky

6975 Professional Pkwy E Ste A, Lakewood Ranch, FL 34240

From Business: 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…

YP
103 Years
in Business

21. Chris Erbeck - Financial Advisor, Ameriprise Financial Services

Chris Erbeck - Financial Advisor, Ameriprise Financial Services

126 S Osprey Ave, Sarasota, FL 34236

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…

22. Hilltop Securities Inc.

Hilltop Securities Inc.

1990 Main St Ste 741, Sarasota, FL 34236

CLOSED NOW:Closed

From Business: HilltopSecurities is a full-service broker-dealer that provides forthright advice and tailored solutions to municipal issuers, institutions, broker-dealers, RIAs and…

YP
53 Years
in Business

23. Vincent Dotterweich - Financial Advisor, Ameriprise Financial Services

Vincent Dotterweich - Financial Advisor, Ameriprise Financial Services

1819 Main St Ste 403, Sarasota, FL 34236

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. Steven Dahlquist - Financial Advisor, Ameriprise Financial Services

Steven Dahlquist - Financial Advisor, Ameriprise Financial Services

1819 Main St Ste 1002, Sarasota, FL 34236

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Jeremy St Croix - Branch Manager, Ameriprise Financial Services

Jeremy St Croix - Branch Manager, Ameriprise Financial Services

1819 Main St Ste 1002, Sarasota, FL 34236

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. Robert Armstrong - Private Wealth Advisor, Ameriprise Financial Services

Robert Armstrong - Private Wealth Advisor, Ameriprise Financial Services

1819 Main St Ste 1002, Sarasota, FL 34236

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

27. Michael Hannon - Private Wealth Advisor, Ameriprise Financial Services

Michael Hannon - Private Wealth Advisor, Ameriprise Financial Services

1819 Main St Ste 1002, Sarasota, FL 34236

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

28. Daniel A Shontere - Financial Advisor, Ameriprise Financial Services

Daniel A Shontere - Financial Advisor, Ameriprise Financial Services

1819 Main St Ste 1002, Sarasota, FL 34236

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Renee Martone-Cecil - Financial Advisor, Ameriprise Financial Services

Renee Martone-Cecil - Financial Advisor, Ameriprise Financial Services

1819 Main St Ste 602, Sarasota, FL 34236

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. John Hayes - Financial Advisor, Ameriprise Financial Services

John Hayes - Financial Advisor, Ameriprise Financial Services

1819 Main St Ste 1002, Sarasota, FL 34236

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 53 results for Mutual Funds in or near Osprey, FL.They also appear in other related business categories including Investments, Investment Management, and Financial Planners. 1 of these businesses has an A/A+ BBB rating.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Sarasota, Main Street Merchants, and Venice. These businesses offer their services in one-or-more of the following languages: and Spanish.