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State DirectoryRetirement Planning Services in University Park, FL
2. Wealth Planning and Design
6230 University Pkwy Ste 305, Lakewood Ranch, FL 34240
3. Gulf Coast Financial Planning LLC
9040 Town Center Pkwy, Lakewood Ranch, FL 34202
4. Senior Insurance Solutions
9040 Town Center Pkwy, Lakewood Ranch, FL 34202
5. Edward Jones - Financial Advisor: Ashley E Scott, CFP®|AAMS™
8205 Natures Way Unit 215, Lakewood Ranch, FL 34202
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…
6. Charles Schwab
100 University Town Center Dr, Sarasota, FL 34243
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
7. Truist
6135 Exchange Way, Lakewood Ranch, FL 34202
From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates,…
11. Zoom Reverse Mortgage
Serving the University Park Area
From Business: A Loan with special features just for seniors. Featuring the Home Equity Conversion Mortgage (HECM) ~ HECM is the only reverse mortgage loan insured by the U.S Federal…
12. Retirement Industry Trust Association
Sarasota, FL 34233
From Business: Founded in 1987, RITA is dedicated to the expansion of opportunities for all Americans to save and invest for retirement. We exist to be the leading educator and advocate for…
14. Amber Garcia Independent Insurance Agent
Lorida, FL 33857
From Business: Whether it's health, dental, vision or accident insurance I have options available for you! I am an independent consultant so I don't work for the insurance company. This gives…
15. 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…
16. Edward Jones - Financial Advisor: Matt Holt
5889 53rd Ave E, Bradenton, FL 34203
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…
17. Edward Jones - Financial Advisor: Cornelius Stover
5889 53rd Ave E, Bradenton, FL 34203
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…
18. Jeff Spanos - Prudential Financial
401 N Cattlemen Rd Ste 110, Sarasota, FL 34232
From Business: For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.
26. JD Financial Solutions & Insurance Group Inc.
5319 Paylor Lane, Suite 100, Sarasota, FL 34240
From Business: With years of experience in the financial industry, Joe DeRenzis offers a wealth of real-life strategies and solutions for his clients. He works with individuals to create…
28. Seacure Advisors LLC
4526 Lakecrest Pl, Sarasota, FL 34233
From Business: Life is constantly changing and full of many seasons and transitions—some expected, some not, some welcome, some not. They all require proactive, informed and well-considered…
29. LPF Financial Advisors
2601 Cattlemen Rd Ste 302, Sarasota, FL 34232
From Business: 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…
30. Al Purmort Insurance Inc
3340 Bee Ridge Rd, Sarasota, FL 34239
"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…"