Sarasota, FL 39 Financial Advisors near you

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Sarasota Financial Advisors Ready to Help

Six Figure Club Dba Mentor Services Unlimited, LLC.

Six Figure Club Dba Mentor Services Unlimited, LLC.

5.0 (3)
Some Basic Financial Questions Everyone Needs To Ask!!!Everyone Needs To Answer…            a few more questions to increase your hire/success/profitability rate. (Answers provided by: James S Davis Jr         Pres/CEO/Founder - 9 separate business enterprises.)                                                        We create very serious INCOME RIVERS from our (HYRPIP) High Yield Return Passive Income Programs USING (O.P.M.) Other People's M ... View Profile
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BRANAM & ASSOCIATES, LLC

BRANAM & ASSOCIATES, LLC

5.0 (2)
Advisor and Broker Shavard Branam has been practicing full time remotely and in-person since 2013. He directly manages investment and insurance services while leveraging internal and external partners for tax and estate. His team primarily serves mid and late career professionals, families, businesses, and financial windfall matters. This team functione independent of all financial solution product providers so each client receives the most objective and customized recomendation. ... View Profile
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Capital Care Group, PLLC

Capital Care Group, PLLC

5.0 (1)
We are passionate about saving our clients money and reduce there tax bill! We have over 50 years combined experience. https://www.linkedin.com/in/bob-marsh-cpa-99b4397/
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Pathak Financial Group

Pathak Financial Group

5.0 (1)
Love to help clients save by putting a strategy together to reduce income tax liabilities. And then use those savings for college funds or retirement plans.
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Joel R Medina CPA - KMG CPA, LLC

Joel R Medina CPA - KMG CPA, LLC

5.0 (1)
Our firm provides services in the areas of Audit, Accounting and Tax. We perform Compilations, Reviews and Audit Engagements. We can handle your outsourced monthly accounting process or review your monthly financials for advising on profitability. Most of all we certainly love helping our clients save big dollars on taxes through proper tax planning. Ultimately, the value we provide makes the difference to your bottom line results. Call or e-mail us now for a free strategy session. You will meet directly with an experienced Certified Public Accountant (CPA) with a demonstrated history of working with the Construction, Real Estate & Manufa ... View Profile
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Jim G Germer, CPA

Jim G Germer, CPA

Jim Germer Financial Corporation is a comprehensive financial services and CPA firm providing wealth management services in Bradenton, FL. We are conveniently located in downtown Bradenton, Florida -- minutes from Sarasota, Palmetto and Lakewood Ranch. Germer is a registered representative with Cetera Financial Specialists, LLC a full service brokerage firm. Cetera is one of our nation’s fastest growing and most respected brokerage firms. For more than 20 years, Jim Germer has been guiding clients to accomplish and pursue financial goals and dreams. Germer is proficient managing client portfolios, with proven investment strategies and t ... View Profile
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First Benefits Group, Inc.

First Benefits Group, Inc.

We work with clients in the "Red Danger Zone."  Six years before and after retirement.  The decisions you make in this time zone may have to last a lifetime. Social Security  - when is the best time? Medicare - maze of confusion What can I do to the return and efficiency of my money without taking any additional risk? fbg360.com
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CFO911

CFO911

We love solving problems, and fortunately, we're good at it.  But problems come and go throughout the life of an organization, both big and small, so we realize that we're not for everyone -- at least not all at the same time! Our expertise is the ability to assess your situation through the eyes of a CEO/CFO, and then to provide a treatment plan, which is often in the form of stand-in, on-the-ground CEO/CRO/CFO expertise for your company. ... View Profile
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Sherrill Wealth Management

Sherrill Wealth Management

Certified Financial Planner (CFP) Professional with over 20 years of experience.  We are highly focused on the retired and near retired market in order to provide very specific and comprehensive advice.  We maintain a limited number of cleints to ensure each client gets the personalized attention they need.
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Complete Small Business Solutions

Complete Small Business Solutions

Complete Small Business Solutions is one of the best Accounting & CPA firms in Sarasota Florida. We provide accounting and payroll services to small business companies and individuals. Our company is situated in the USA and also has twenty years of experience in the accounting field. We offer services like complete tax planning, accounting, bookkeeping & payroll services. Our services include a full range of record keeping support for your business. The accounting is the best way to find the financial status of your company. ... View Profile
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Ronald James Financial

Ronald James Financial

We help our clients save money on their expenses as well as help them grow their assets without any possible loss on their accounts. You do not have to take on great risk to get good gains on your investments. We provide income planning, tax planning, safe asset management and we do all this for no or lower fees than you are already paying. Give me a call @ 941-400-1313 or email me at [email protected]
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The Back Office LLC

The Back Office LLC

The Back Office LLC - Helping Small Busiess Owners Succeed. No Contracts No Upfront Fee 100% Satisfaction Guaranteed A+ Rated BBB Originally from Brooklyn, NY raised on the New Jersey shore, a Florida Resident for over 30 years.I retired from the one of the largest Cable TV operators as Dir. of Sales & Marketing, after setting many sales records in real estate and individual health insurance, I became a General Agent, recruiting and training over 100 health insurance agents.My wife had a passion for helping small business owners and when combined with my passion, for sales and marketing The Back Office LLC was launched.The Back Office LLC ... View Profile
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