Advisory Services Group

Bank of America Private Bank in Sarasota, FL, offers tailored wealth management services designed to align with clients' personal values and family goals. Their team of specialists collaborates with clients to develop personalized wealth plans that address both current needs and future legacies. With a focus on understanding individual priorities, Bank of America Private Bank provides a comprehensive suite of solutions including customized lending, investment management, and trust services. The firm is committed to helping clients navigate the complexities of wealth management while prioritizing their unique values and aspirations. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Cumberland Advisors is a money management firm that serves individuals, institutions, retirement plans, governmental entities and cash management portfolios. The company supervises more than $700 million in assets. It also assists state and local governments by forecasting interest rates and analyzing financial markets. Cumberland s capabilities include arbitrage calculations, private financing negotiations and loan structuring. The company features expertise in several different investment portfolio components, such as taxable and municipal bonds and exchange-traded equities. Its broad strategies seek to offset the erosion of financial assets by inflation. Cumberland Advisors was founded in 1973 and is headquartered in Vineland, N.J. The company is a registered investment adviser.