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

Sarasota’s Community Bank for Over 30 years

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

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

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

Insurance

Banking Mortgages

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

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

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.

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

Health Insurance

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

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

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

Investments and Holistic Financial Planning

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.

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

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

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