Lake Michigan Credit Union, established in 1933, is the largest credit union in Michigan and 13th largest in the country.

A veteran-owned Public Adjusting company offering insurance claim services addressing damage assessments and settlements for commercial and residential clients.

Our purpose at Bank of America is to help make financial lives better through the power of every connection. Delivering for our clients, community and teammates

Everence offers impactful financial services for you, your business, or church—tailored to those who value purpose-driven banking in greater Sarasota.

Insurance

Retirement Strategist and Registered Social Security Analyst helping individuals navigate Social Security, Medicare, estate planning, and life insurance.

With $3 Billion in assets, The Bank of Tampa is a full-service privately owned community bank, delivering personal service and lasting relationships since 1984.

Henley & Partners is the global leader in residence and citizenship planning.

Banking Mortgages

Everence helps individuals, organizations and congregations integrate faith and values with finances through financial professionals serving greater Sarasota.

Florida Financial Advisors delivers comprehensive financial planning integrating your personal and professional goals to achieve success and a thriving future.

Our team supports the unique wealth goals of individuals and we’re committed to helping you work toward the life and legacy you envision and deserve.

Health Insurance

Investments and Holistic Financial Planning

Discover personalized wealth management and financial planning with Caldwell Trust Company. Wealth, Legacy, and Over Three Decades of Excellence. 

Helping Sarasota families and business owners protect, grow, and pass on their wealth through personalized life insurance, annuity, and financial strategies

Worksite America delivers top-tier enrollment services, tech solutions, and benefits to brokers and employers with professionalism and integrity.

Affordable health insurance specializing in individuals, families, and small businesses.

Independent Medicare insurance, broker, producer licensed in FL, GA, PA, MD, and DE

Fee-Only Financial Advisors in Sarasota, FL with CFA, CFP, CTFA & AEP designations, serving clients with $1M+ investment portfolios.

Trusted by Florida homeowners and real estate pros since 2013, Dees Insurance Group in downtown Sarasota makes navigating insurance simple and personal.