Financial Planning and Services

Allstate - George Insurance & Financial Services
Peggy George............................941/755-2525
5266 Office Park Blvd., #202
Peridia Office Park
Bradenton, FL 34203
Fax: 941/756-2006
Email: Click here to email this member
Website: www.peggygeorge.com
Category:Financial Planning and Services

Bassett, Vita, Vining, and Hermana Group Morgan St
John Vita...............................941/714-7915
1401 Manatee Ave. W., Ste 1110
Bradenton, FL 34205
Fax: 941/714-7958
Email: Click here to email this member
Website: www.ms.com
Category:Financial Planning and Services

Boyd Insurance & Investment Services, Inc. BBC
Scott Owens.............................941/907-8191
8131 Lakewood Main St., #203
Bradenton, FL 34202
Fax: 941/745-2571
Email: Click here to email this member
Website: www.boydinsurance.com
Category:Financial Planning and Services

Boyd Insurance & Investment Services, Inc. BBC
Pat Osburn..............................941/745-8300
717 Manatee Ave. W., Ste. 300
Bradenton, FL 34205
Fax: 941/745-2571
Email: Click here to email this member
Website: www.boydinsurance.com
Category:Financial Planning and Services
Insurance-Financial Service-Investment Automobile-General Liability-Employee Leasing-Annuities-Mutual Funds--401K Group Health-Life Insurance-Workers Compensation-Homeowners-Umbrella-Risk Management-Boat-Yacht-Property-Bonds Flood-Windstorm-Contractors-Retail- Service-Professional Liability-D&O-E&O

Citifinancial
Allison Denworth........................941/714-0566
4959 State Rd. 64 E.
Bradenton, FL 34208
Fax: 941/714-0567
Email: Click here to email this member
Website: www.citifinancial.com
Category:Financial Planning and Services

CMA Solutions, Inc.
Nicolina Stewart........................813/639-4277
1990 Main St., Ste. 750
Sarasota, FL 34236
Email: Click here to email this member
Website: www.cmaadvisors.net
Category:Financial Planning and Services

Course Enterprise
Laura Dickerson.........................941/345-3254
PO Box 572
Parrish, FL 34219
Email: Click here to email this member
Category:Financial Planning and Services

Dictor Martin BBC
Karin Grablin...........................941/906-7222
2 N. Tamiami Tr., Ste. 608
Sarasota, FL 34236
Fax: 941/906-7221
Email: Click here to email this member
Website: www.dictormartin.com
Category:Financial Planning and Services

Edward Jones Investments
Larry HarNess...........................941/379-9479
4296 Bee Ridge Rd.
Sarasota, FL 34233
Fax: 888/397-8236
Email: Click here to email this member
Website: www.edwardjones.com
Category:Financial Planning and Services

Edward Jones Investments
Patrick Hussey..........................941/727-0900
5889 53rd Ave. E.
Bradenton, FL 34203
Fax: 888/464-0649
Email: Click here to email this member
Website: www.edwardjones.com
Category:Financial Planning and Services

Edward Jones
John Tucker.............................941/795-4545
5851 Cortez Rd. W.
Bradenton, FL 34210
Fax: 888/496-7452
Email: Click here to email this member
Website: www.edwardjones.com
Category:Financial Planning and Services

Edward Jones Investments C.J. Bannister
C.J. Bannister..........................941/746-3348
6741 Manatee Ave. W.
Bradenton, FL 34209
Fax: 877/857-7664
Email: Click here to email this member
Website: www.edwardjones.com
Category:Financial Planning and Services

Family Financial Strategies, Inc.
Lydia Kolbas............................941/907-4252
6151 Lake Osprey Dr., Ste. 300
Sarasota, FL 34240
Fax: 941/907-9883
Email: Click here to email this member
Website: www.family-financial-strategies.com
Category:Financial Planning and Services
Our mission is to assist you in establishing, reviewing and ultimately acheiving your financial goals and objectives. Our focus is on life" planning. We work with family managed" businesses, entrepreneurs, physicians, and other individuals who have an interest and desire to create life plans

Financial Wealth Management
Lea Smith Johnson.......................941/755-0975
4026 37th St. Ct. W.
Bradenton, FL 34205
Fax: 941/755-9717
Email: Click here to email this member
Website: www.manateeaig.com
Category:Financial Planning and Services

First Financial Group, Inc.
Andrea Hassler..........................866/364-3545
3260 Fruitville Rd., Ste. A
Sarasota, FL 34237
Fax: 941/363-0037
Email: Click here to email this member
Category:Financial Planning and Services

Fresh Start Florida - a Debt Negotiation and Mgmt.
Adriana Jacobson........................941/587-5300
1990 Main St.
Sarasota, FL 34236
Email: Click here to email this member
Website: www.freshstartdebtnegotiation.com
Category:Financial Planning and Services
Struggling with debt? Overwhelmed with credit cards, medical, unsecure debt or judgements? We can help! Our local attorney will review your info free of charge and recommend which debt relief option is best for you. Benefits: free consultation, minimize harrassing calls, experienced legal counsel.

Gulfcoast Business Finance, Inc.
Ron Reuss...............................727/895-2504
227 2nd Ave. N.
St. Petersburg, FL 33701
Fax: 727/822-2504
Email: Click here to email this member
Website: www.gulfcoastbiz.com
Category:Financial Planning and Services

Horizon Insurance & Financial Services
Lori Augustyniak........................941/752-4663
8652 State Rd. 70 E.
(Behind Hess Gas Station)
Bradenton, FL 34202
Fax: 941/753-9472
Email: Click here to email this member
Website: www.horizonins.net
Category:Financial Planning and Services

Interface Financial Group
Fred Dunayer............................941/400-0977
5317 Fruitville Rd., Ste. 82
Sarasota, FL 34232
Fax: 866/259-2658
Email: Click here to email this member
Website: www.ifgwestflorida.com
Category:Financial Planning and Services

Investor Protector, Inc.
Robert Wyatt............................941/525-7003
8499 S. Tamiami Tr., #226
Sarasota, FL 34238
Category:Financial Planning and Services

Kerkering, Barberio & Co., PA, CPA's BBC
Barbara Jones...........................941/365-4617
6320 Venture Dr., Ste. 203
Bradenton, FL 34202
Fax: 941/954-3207
Email: Click here to email this member
Website: www.kbgrp.com
Category:Financial Planning and Services

Kerkering, Barberio & Co., PA BBC EDC
Rob Lane................................941/365-4617
1990 Main St., Ste. 801
Sarasota, FL 34236
Fax: 941/954-3207
Email: Click here to email this member
Website: www.kbgrp.com
Category:Financial Planning and Services
Accounting & Auditing, Business & Tax Consultation, Business Valuation, Construction Svcs, Estate & Trust Svcs, Financial Svcs, Healthcare Advisory Svcs, Info Tech Svcs, Int'l Taxation, Litigation Support, Not-for-Profit Consulting Svcs, Real Estate Support Svcs, Retirement Plans & Emp. Benefits.

Kubik Financial Services, LLC
Tom Kubik...............................941/795-5884
6302 Manatee Ave. W. #H
Bradenton, FL 34209
Fax: 941/795-7973
Email: Click here to email this member
Category:Financial Planning and Services

Lane & Associates Financial Service, Inc. BBC
Elizabeth Lane..........................941/723-0101
7036 US Hwy 301 N.
Ellenton, FL 34222
Fax: 941/721-0610
Email: Click here to email this member
Category:Financial Planning and Services

LER Financial Services, LLC BBC
Larry Rubenstein........................941/907-8899
5337 Paylor Ln., Ste. 100
Sarasota, FL 34240
Fax: 941/907-9110
Email: Click here to email this member
Category:Financial Planning and Services
Financial planning for seniors.

Lifelong Financial Planning
Linda Hamilton..........................941/792-1010
5515 21st Ave. W.
Bradenton, FL 34209
Fax: 941/794-2861
Email: Click here to email this member
Category:Financial Planning and Services

Longboat Key Financial Group
David Babecki...........................941/383-2300
6350 Gulf of Mexico Dr., #101
Longboat Key, FL 34228
Fax: 941/383-9466
Email: Click here to email this member
Website: www.longboatkeyfinancial.com
Category:Financial Planning and Services

MetLife
Sukru Basci.............................941/366-0687
1819 Main St., Ste. 1300
Sarasota, FL 34236
Fax: 941/366-3398
Email: Click here to email this member
Website: www.sbasci.net
Category:Financial Planning and Services

MetLife
Jackie Felix............................941/366-0687
1819 Main St., Ste. 1300
Sarasota, FL 34236
Fax: 941/366-3398
Email: Click here to email this member
Category:Financial Planning and Services

Moore & Wagner Insurance and Investment Group
Gary Wagner.............................941/782-5226
2901 Manatee Ave. W., Ste. 101
Bradenton, FL 34205
Fax: 941/761-0881
Email: Click here to email this member
Website: www.moore-wagner.com
Category:Financial Planning and Services

Morgan Stanley
Drew Dill...............................941/714-7913
1401 Manatee Ave. W., Ste 1110
Bradenton, FL 34205
Fax: 941/714-7958
Email: Click here to email this member
Website: www.morganstanley.com
Category:Financial Planning and Services

Morgan Stanley BBC
David Shugol............................941/714-7933
1401 Manatee Ave. W.
Bradenton, FL 34205
Fax: 941/714-7958
Email: Click here to email this member
Website: www.morganstanley.com/fa/david.shugol
Category:Financial Planning and Services

Moseley Investment Management, Inc. BBC
Susan Moseley...........................941/745-2799
1724 Manatee Ave. W.
Bradenton, FL 34205
Fax: 941/746-1424
Email: Click here to email this member
Website: www.moseleyinvestment.com
Category:Financial Planning and Services

Mott & Associates BBC
Michael Mott............................941/746-3216
415 32nd St. W.
Bradenton, FL 34205
Fax: 941/747-3642
Email: Click here to email this member
Website: www.mottassociates.com
Category:Financial Planning and Services
For 25+ years, Mott & Associates has provided trusted advice targeted to our clients' personal goals. Whether protecting assets, accumulating/managing wealth, minimizing taxes, providing for a comfortable retirement or reaching legacy goals, we create financial strategies for successful people.

Northwestern Mutual Financial Network
Cody Dolly..............................941/308-2522
22 S. Links Ave., Ste. 300
Sarasota, FL 34236
Fax: 941/951-1807
Email: Click here to email this member
Website: www.nmfn-sarasota.com
Category:Financial Planning and Services

Payant Financial Services, Inc.
Robyn Payant............................941/373-1317
6151 Lake Osprey Dr., 3rd Fl
Sarasota, FL 34240
Fax: 813/633-6420
Email: Click here to email this member
Website: www.payantfinancial.com
Category:Financial Planning and Services

Raymond James & Associates, Inc. BBC
Bruce Body..............................941/907-0168
8120 Lakewood Main St., #201
Bradenton, FL 34202
Fax: 941/907-9829
Email: Click here to email this member
Website: www.rjf.com
Category:Financial Planning and Services
Providing individual investors, corporations and municipalities with investment, financial planning, investment banking, asset management, banking and trust services throughout the United States and internationally.

ReviewMy401K.com
Thomas Chipain..........................941/792-8700
PO Box 14142
Bradenton, FL 34280
Fax: 941/792-8722
Email: Click here to email this member
Website: www.reviewmy401K.com
Category:Financial Planning and Services
ReviewMy401K.com provides investment advice and guidance for people who have employee retirement plans (401K, 403B, 457B). We take the research and investing burden off the individuals shoulders and provide tailored, diversified recommendations using only the mutual funds in your plan.

S.A.F.E. Planning, Inc.
Steve Rainey............................941/907-3030
6800 Professional Pkwy. W.
Lakewood Ranch, FL 34240
Fax: 941/907-7780
Email: Click here to email this member
Website: www.safeplanning.net
Category:Financial Planning and Services
S.A.F.E. Planning, Inc. is the premier corporation in the area of providing expert financial protection programs specifically serving the senior market. Our focus is on estate preservation and asset protection. With timely and informed planning, costly mistakes can be avoided. Free first consultation.

Shark Investing, Inc.
Jay Brenchick...........................941/375-2982
501 Village Green Pkwy, Ste. 5
Bradenton, FL 34209
Fax: 941/847-0682
Email: Click here to email this member
Website: www.sharkinvesting.com
Category:Financial Planning and Services

The Nicosia-Mott Group at Smith Barney
Ralph Nicosia...........................941/364-3537
2 N. Tamiami Tr., Ste. 1100
Sarasota, FL 34236
Fax: 941/951-2513
Email: Click here to email this member
Website: fa.smithbarney.com/nicosiamott
Category:Financial Planning and Services
Working together with experienced health management advisors, including CPAs, Financial Planners, Attorneys, Tax, Trust and Estate Experts. I provide customized solutions for the tax-advantaged creation, protection and transfer of wealth.

Sundial Financial Partners, Inc.
Jim Hall................................941/761-7200
4220 75th St. W.
Bradenton, FL 34209
Fax: 941/761-7775
Email: Click here to email this member
Category:Financial Planning and Services

T.G. Chipain Financial Group, LLC
Thomas Chipain..........................941/792-8700
PO Box 14142
Bradenton, FL 34280
Fax: 941/792-8722
Email: Click here to email this member
Category:Financial Planning and Services
T.G. Chipain Financial Group focuses on investment management of regular and retirement accounts. Taking a straight forward approach to investing using stocks, bonds, mutual funds and ETFs along with estate planning and insurance. See also ReviewMy401K.com.

Tidemark Financial Services & Insurance IFSA145273
Amanda Panico...........................941/748-6500
11065 Gatewood Dr., Unit C103
Bradenton, FL 34211
Fax: 941/748-6503
Email: Click here to email this member
Category:Financial Planning and Services

UBS Financial
William Sanders.........................941/364-7203
1819 Main St. 9th Floor
Sarasota, FL 34236
Fax: 941/364-7213
Email: Click here to email this member
Category:Financial Planning and Services

United First Financial - Mortgage Debt Accelerator
Adriana Jacobson........................941/587-5300
Cynthia Pepper
941/724-1220,
Email: Click here to email this member
Website: www.viewmma.info
Category:Financial Planning and Services
Are you ready to pay off your mortgage and debts in 8-11 years? Create wealth through real estate ownership. Do you want to save 50 to 70% off the interest you pay on your property? This program teaches you to make every dollar you earn make interest or cancel it. No stagnant $. Call for free analysis.

Wachovia Securities, LLC
Sharon Russomanno.......................941/951-7018
1515 Ringling Blvd., Ste. 600
Sarasota, FL 34236
Fax: 941/951-7077
Email: Click here to email this member
Website: www.larryelkan.wbsec.com
Category:Financial Planning and Services
Larry Elkan is an Assoc VP-Investments. As your financial advisor, he can assist you to build, manage and protect your wealth. He is registered and available to service clients in the following states: AL-AK-AZ-CA-CT-DE-FL-GA-IL-IA-KY LA-IL-IA-KY-LA-ME-MD-MA-MI-MN-NE-NV-NJ- NY-NC-OH-OR-PA-SC-TN-TX-VT-WA-WI.

Weichel Fuller Financial, LLC
Michael J. Fuller.......................941/747-8888
818 13th St. W.
Bradenton, FL 34205
Fax: 941/745-2846
Email: Click here to email this member
Category:Financial Planning and Services
Financial planning services including: life insurance, disability income protection, investment and health accumulation strategies, estate tax planning, business succession and key person plans, and other business planning needs within the employee benefit area.


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