Membership
Join the Chamber
>
Membership Application
Member Login
>
Member FAQs
Member Benefits
>
Chamber Events
Ribbon Cuttings
>
Ribbon Cutting Tips
Councils
Member2Member Discounts
Affinity Partners
Sponsorships
Notary and Certificate of Origin Services
Workforce Development
Business Connect Request
Business Resources
>
Job Bank
Start Your Business
Grow Your Business
Public Policy
>
Past Public Policy Support
Contact Your Rep
News & Publications
>
Chamber News
Member News
Podcast
Local Media
The Bridge Magazine
Chamber Buzz
Awards & Recognition
>
Past Small Business Awards Winners
Chair's Cup Award
Photo Gallery
Events
Chamber Calendar
Community Calendar
SouRQ Campaign
2020 Virtual Small Business Awards
Programs
Young Professionals Group
>
Join YPG
About YPG
Get Involved
YPG Council
YPG Photo Gallery
YPG Events
>
YP Summit
Leadership Sarasota County
>
Adult Leadership
Youth Leadership
Engage Sarasota
Leadership Council
Leadership Photo Gallery
Leadership Directory
CareerEdge Funders Collaborative
About Us
About the GSCC
Our Team
Board of Directors
History
Live & Work
>
Key Locations
Job Bank
Beaches & Destinations
Sarasota Accolades
Frequently Asked Questions
Contact
Business Directory
Financial & Investment Services
Financial & Investment Services
Search
|
Advanced Search
|
New Members
|
Coupons and Discounts
|
All Categories
Thank you for visiting The Sarasota Chamber of Commerce directory. Each of these listings below represent a Chamber member buisness who can provide products and services to fit your needs. Members are highlighted in the directory based on their participation in membership levels and programming. All listings rotate randomly about every 7 days.
Directory Listing Key
Chamber Members invest in the level of membership that allign with their needs. There are five Membership Investment Levels available and each are coded with a logo representing their level of membership.
Membership Investment Levels:
Economic Driver: Orange "ED" logo
Community Builder: Dark Green "CB" logo
Corporate Trustee: Blue "CT" logo
Market Mover: Lime Green "MM" logo
Business Connector: Yellow "BC" logo
Click here
to view our membership level descriptions.
 
Sort alphabetically by...
Name
City
Capital Point Financial Group, Ltd.
_
1343 Main Street, Suite 304
Sarasota
,
FL
34236
John M. Selzer, Jr.
(941) 893-1777
Member Since: 2016
Capital Point Financial Group, LTD. is a full service financial planning and investment organization.
Learn More
|
Visit Site
|
View on Google Maps
White Oaks Wealth Advisors, Inc.
_
1717 2nd Street, Suite C
Sarasota
,
FL
34236
Micki Kastel
(941) 361-9000
Member Since: 2016
White Oaks is a fee-only boutique, high touch, high net worth and multi-family office advising and investment firm.
Learn More
|
Visit Site
|
View on Google Maps
Northwestern Mutual
_
2601 Cattleman Road, Suite 201
Sarasota
,
FL
34232
Ryan Fonville
(941) 951-1706
Member Since: 2008
Learn More
|
Visit Site
|
View on Google Maps
Walsh & Associates
_
2350 Fruitville Rd., Ste. 201
Sarasota
,
FL
34237
Joseph Walsh
(941) 952-1188
Member Since: 2000
We simplify and manage your financial life and always act in your best interest.
Learn More
|
Visit Site
|
View on Google Maps
Halliday Financial
_
1577 Fruitville Road
Sarasota
,
FL
34236
Alyssa Choppy
(941) 296-0124
Member Since: 2019
It is our mission to help our clients solve a range of financial problems. Because we are an independent financial services firm, we have no proprietary products to push. Our role is to help clients make smart decisions about their money.
Learn More
|
Visit Site
|
View on Google Maps
Cave Wealth Management
_
2426 Bee Ridge Rd., Suite B
Sarasota
,
FL
34239
Ernie Cave
(904) 710-8897
Member Since: 2020
Holistic wealth management for individuals and small businesses. We provide investment, insurance, income, tax and charitable giving advice.
Learn More
|
Visit Site
|
View on Google Maps
Sabal Trust Company
_
1800 - 2nd Street, Suite 103
Sarasota
,
FL
34236
Mr. G. Lowe Morrison
(941) 556-4862
Member Since: 2007
Learn More
|
Visit Site
|
View on Google Maps
The Bank of Tampa
_
1858 Ringling Blvd. Suite 100
Sarasota
,
FL
34236
Charles O. Murphy
(941) 248-1800
Member Since: 2017
The Bank of Tampa has sustained a strong, stable presence throughout the Bay area for more than 30 years, solidifying a reputation of commitment, consistency, and dependability.
Learn More
|
Visit Site
|
View on Google Maps
RBC Wealth Management
_
1819 Main Street, Suite 1100
Sarasota
,
FL
34236
Sarah Lodge
941-316-4816
Member Since: 2015
Our mission is to enhance the lives of our clients through a comprehensive wealth management process. This is achieved by creating, preserving and managing wealth of our clients.
Learn More
|
Visit Site
|
View on Google Maps
Wealth Strategies Partners
_
1990 Main Street, Suite 750
Sarasota
,
FL
34236
Viktoria Warren
(941) 330-4454
Member Since: 2019
Learn More
|
Visit Site
|
View on Google Maps
Allegiant Private Advisors
_
240 S. Pineapple Avenue, Suite 200
Sarasota
,
FL
34236
Paul Cantor
(941) 365-3745
Member Since: 2017
Customized wealth management firm focusing on independent, fiduciary-level financial advising & wealth management with concierge-like customer service. Advisory Services offered through Commonwealth Financial Network, a Registered Investment Adviser.
Learn More
|
Visit Site
|
View on Google Maps
Eskew Financial Group
_
2639 Fruitville Road, Suite 200
Sarasota
,
FL
34237
Mr. Curt Eskew, CLU, CLTC
(941) 365-6381
Member Since: 2001
Eskew Financial Group is a financial strategies organization focused on the estate/business succession and asset conservation needs of our targeted clientele. Our primary interest is to crystallize our client’s financial objectives and assist them.
Learn More
|
Visit Site
|
View on Google Maps
Ameris Bank
_
9819 Cortez Road West
Bradenton
,
FL
34210
Brad Marner
(941) 526-1860
Member Since: 2017
One of the largest community banks in the Southeast with over 65 locations. Our bankers are devoted to building real relationships in our community, one customer at a time.
Learn More
|
Visit Site
|
View on Google Maps
Day Hagan Asset Management
_
1000 S. Tamiami Trail
Sarasota
,
FL
34236
Ms. Linda Brown
(941) 330-1702
Member Since: 2008
Learn More
|
Visit Site
|
View on Google Maps
Baron Financial Group
_
1990 Main Street, Suite 750
Sarasota
,
FL
34236
Anthony Benante
941-922-1365
(866) 333-6659
Member Since: 2015
Our purpose is to protect and grow your money responsibly, helping to guide you towards financial security.
Learn More
|
Visit Site
|
View on Google Maps
Gulf Coast Wealth Advisors
_
1 S. School Avenue, Suite 501
Sarasota
,
FL
34237
Jeffrey Labelle
(941) 362-0700
Member Since: 2020
Social security planning, investing, planning, wealth management, insurance, advisory fee, mutual funds, radio show host and author.
Learn More
|
Visit Site
|
View on Google Maps
Fidelity Bank - State Road 70
_
3005 53rd Ave. East
Bradenton
,
FL
34203
Twila Averill
(941) 526-1730
Member Since: 2017
One of the largest community banks in the Southeast with over 65 locations. Our bankers are devoted to building real relationships in our community, on customer at a time.
Learn More
|
Visit Site
|
View on Google Maps
1st Source Bank Wealth Advisory Services
_
1800 2nd Street, Suite 712
Sarasota
,
FL
34236
Cyndi Miller
(941) 554-2605
Member Since: 2017
Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we’ll listen to you, understand your needs and always keep your best interests in mind.
Learn More
|
Visit Site
|
View on Google Maps
Canandaigua National Trust Company
_
1586 Main Street
Sarasota
,
FL
34236
Denise Serena
(941) 366-7222
Member Since: 2008
Learn More
|
Visit Site
|
View on Google Maps
SKY Investment Group LLC
_
One Financial Plaza, Suite 1210
Hartford
,
CT
06103
Mr. Robert Bingham
(860) 761-9700
Member Since: 2012
Learn More
|
Visit Site
|
View on Google Maps
Miller Gesko
_
8586 Potter Park Drive, Suite 110
Sarasota
,
FL
34238
Mr. Paul Gesko
(941) 922-9747
Member Since: 2007
Learn More
|
Visit Site
|
View on Google Maps
Cumberland Advisors
_
One Sarasota Tower
Sarasota
,
FL
34236
Mr. Todd Engelhardt
(800) 257-7013
Member Since: 2009
Cumberland Advisors is a registered investment advisory firm headquartered in Sarasota, FL (with a branch office in Vineland, NJ). Originally founded in 1973, the firm has clients throughout the US. and in several foreign countries. The firm has a wealth
Learn More
|
Visit Site
|
View on Google Maps
Robert Blaikie at Coastal Wealth
_
1819 Main Street, Suite 402
Sarasota
,
FL
34236
Mr. Robert Blaikie
(813) 393-3618
Member Since: 2019
Learn More
|
View on Google Maps
Ames Capital Management Inc.
_
4419 Samoset Drive
Sarasota
,
FL
34241
Mr. Donald R Ames
941-378-5000
Member Since: 2014
Learn More
|
Visit Site
|
View on Google Maps
Graham Capital
_
1991 Ringling Blvd
Sarasota
,
FL
34236
Jack McQuaid
(941) 260-4470
Member Since: 2020
Learn More
|
Visit Site
|
View on Google Maps
Bay Point Wealth Management
_
1990 Main Street, Suite 750
Sarasota
,
FL
34236
Kim Anderson
(941) 388-8456
Member Since: 2011
Learn More
|
Visit Site
|
View on Google Maps
UBS Financial Services Inc.
_
1819 Main Street, #900
Sarasota
,
FL
34236
Coty Schade
(941) 366-6121
Member Since: 2017
We believe that the best experience begins with the right Financial Advisor. That's why our branch leadership team works with our Financial Advisors to create a supportive environment—one that fosters leadership, service excellence and productivity.
Learn More
|
Visit Site
Caldwell Trust Company
_
1561 Main Street
Sarasota
,
FL
34236
Ms. Sheryl Vieira
(941) 926-9336
(941) 493-3600
Member Since: 1999
Learn More
|
Visit Site
|
View on Google Maps
Provenance Wealth Advisors
_
1605 Main Street
Sarasota
,
FL
34236
Rob Weiss
(941) 308-1126
(203) 984-0807
Member Since: 2019
Provenance Wealth Advisors (PWA) provides holistic financial and legacy planning solutions, investment management, and retirement plan design to business owners, families, and high net worth individuals. PWA expanded to Sarasota in 2018, opening our sev
Learn More
|
Visit Site
|
View on Google Maps
The Glenmede Trust Company, N.A.
_
222 Lakeview Avenue, Suite 1160
West Palm Beach
,
FL
33401
Joseph McCool
(561) 571-4900
Member Since: 2020
Independent and privately held, Glenmede works with a broad range of clients from corporate executives, entrepreneurs and business owners to multi-generational families and family offices.
Learn More
|
Visit Site
|
View on Google Maps
Bank of America Private Bank
_
50 Central Avenue, Suite 750
Sarasota
,
FL
34236
Ms. Heather Clark
(941) 951-4109
Member Since: 2013
Learn More
|
Visit Site
|
View on Google Maps
Morgan Stanley/Phil Mott
_
2 N. Tamiami Trail, Suite 1100
Sarasota
,
FL
34236
Phil Mott
(941) 364-3537
(800) 237-9441
Member Since: 2002
Learn More
|
Visit Site
|
View on Google Maps
Nav Advisors, Inc.
_
2055 Wood Street #119
Sarasota
,
FL
34237
Erik Milo Paine
(941) 306-4499
Member Since: 2011
Nav Advisors is a full-scale Financial, Tax, and Estate Planning firm. We are dedicated to educating our clients about the world of investments available to them.
Learn More
|
Visit Site
|
View on Google Maps
Everence Financial
_
2480 Fruitville Rd., Suite 7
Sarasota
,
FL
34237
Steve Lane
(941) 953-6655
Member Since: 2020
Everence can partner with you to create a financial path as you realize your dreams, goals, faith and values. As a financial services company that shares your values, Everence Financial believes all of us make better money decision-making.
Learn More
|
Visit Site
|
View on Google Maps
New York Life
_
3000 Bayport Drive
Tampa
,
FL
33607
Daniela Sanchez-Wolf
(407) 431-1581
Member Since: 2020
Learn More
|
Visit Site
|
View on Google Maps
HBKS Wealth Advisors
_
1777 Main Street, Suite 301
Sarasota
,
FL
34236
Dean Piccirillo
(941) 957-4242
Member Since: 2016
Independent registered investment advisor that offers comprehensive financial planning to meet the financial goalds of families and individuals.
Learn More
|
Visit Site
|
View on Google Maps
If your business isn't here,
contact us
today to get listed!
Our Sponsors
Membership
Join the Chamber
>
Membership Application
Member Login
>
Member FAQs
Member Benefits
>
Chamber Events
Ribbon Cuttings
>
Ribbon Cutting Tips
Councils
Member2Member Discounts
Affinity Partners
Sponsorships
Notary and Certificate of Origin Services
Workforce Development
Business Connect Request
Business Resources
>
Job Bank
Start Your Business
Grow Your Business
Public Policy
>
Past Public Policy Support
Contact Your Rep
News & Publications
>
Chamber News
Member News
Podcast
Local Media
The Bridge Magazine
Chamber Buzz
Awards & Recognition
>
Past Small Business Awards Winners
Chair's Cup Award
Photo Gallery
Events
Chamber Calendar
Community Calendar
SouRQ Campaign
2020 Virtual Small Business Awards
Programs
Young Professionals Group
>
Join YPG
About YPG
Get Involved
YPG Council
YPG Photo Gallery
YPG Events
>
YP Summit
Leadership Sarasota County
>
Adult Leadership
Youth Leadership
Engage Sarasota
Leadership Council
Leadership Photo Gallery
Leadership Directory
CareerEdge Funders Collaborative
About Us
About the GSCC
Our Team
Board of Directors
History
Live & Work
>
Key Locations
Job Bank
Beaches & Destinations
Sarasota Accolades
Frequently Asked Questions
Contact
Business Directory