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Venice / Florida / United States
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We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Venice / Florida / United States
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Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you create the lifestyle you want. Our objective is to help provide a path, connecting you to the future you desire — whether you’re investing for financial growth, preparing to send kids to college, planning for your retirement, or working toward another goal. The experienced Investment Professionals at Fifth Third Securities will work hard on your behalf to help bridge the gap between where you are, and where you want to go. As your situation or objectives change, your Investment Professional is here for you to discuss ways to adapt your strategy.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Venice / Florida / United States
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David began his journey in Brooklyn, NY and the learned the value of hard work and perseverance. At 19, after completing his studies at Georgia Tech, he moved to Los Angeles. David moved to Los Angeles with his newborn baby girl and developed the first of 3 businesses. The first business was a fleet of 23 food trucks servicing the greater Los Angeles area. In 1982, due to a horrific accident, he broke his back and was supposed to be in a wheelchair for the rest of his life. Unfortunately, 2 months, thereafter, his 4 year old child got hit by a drunk driver and died. He persevered and by 1985, he had started walking, sold his food trucks and began a Real Estate Brokerage in Beverly Hills with the same focus and discipline he has adopted up to this day. In 1992, he moved to Florida and in ’93 originated his Financial Services with the idea of helping others pursue the absolute most through holistic financial services. He has assisted over 2500 familes and businesses throughout the State of Florida. Over the years, he has educated people on the benefits of life insurance, annuities, long term care, stocks, bonds, mutual funds, etc.
Venice / Florida / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
Venice / Florida / United States
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You know what you are capable of. You know what you want in life. Our mission is to bring a deeper understanding of who you are, so that we can help you get to where you want to go.
Venice / Florida / United States
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Get More Than Just A Tax Return Experience the Full-Service Capability of A Knowledgeable Group of Financial & Business Problem Solvers On Your Side To Help You Succeed. Estate And Property Attorneys, Accounting Tax & Computer Consultants, Public Accountants, Financial Planning Consultants, Estate And Property Attorneys, Estate And Property Attorneys
Venice / Florida / United States
0.0
BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
Venice / Florida / United States
0.0
You know what you are capable of. You know what you want in life. Our mission is to bring a deeper understanding of who you are, so that we can help you get to where you want to go.
Venice / Florida / United States
0.0
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Venice / Florida / United States
0.0
A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nations premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of Americas most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. Whats more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nations largest and most respected financial institutions. In business since 1852 and named on Fortune magazines "Worlds Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients assets.
Venice / Florida / United States
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Welcome to Merrill Lynch in VENICE, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
Venice / Florida / United States
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Michael Saunders & Company is a licensed real estate broker that has been serving property selling and buying needs of clients for more than 30 years. It provides commercial sales, property management, relocation and mortgage services, as well as assists clients with new home construction options. The company employs more than 300 sales associates in over 15 offices throughout Florida. Its commercial group deals in various types of properties, including industrial sites and parks, office buildings, hotels and motels, vacant lots, and retail and shopping centers. In addition, the companys relocation division provides information on neighborhoods, schools, employment opportunities, recreational facilities, cultural attractions, restaurants and lifestyles. Michael Saunders & Company maintains a location in Venice, Fla.
Venice / Florida / United States
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Trustco Bank has been the low cost provider of high quality products and services since opening for business in 1902 in the upstate town of Schenectady, New York. Today, Trustco Bank operates 147 branch locations in 5 states. The Bank believes in old school, personal service and welcomes each customer by name as they enter the branch. Offering a wide variety of great deposit and loan products, the Bank specializes in residential mortgage lending. In May 2018, SNL Financial rated Trustco Bank the 15th best performing savings bank in the country.
Welcome to Merrill Lynch in Venice, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
Venice / Florida / United States
0.0
BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
Venice / Florida / United States
0.0
Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Venice / Florida / United States
0.0
Get More Than Just A Tax Return Experience the Full-Service Capability of A Knowledgeable Group of Financial & Business Problem Solvers On Your Side To Help You Succeed. Estate And Property Attorneys, Accounting Tax & Computer Consultants, Public Accountants, Financial Planning Consultants, Estate And Property Attorneys, Estate And Property Attorneys