First Fidelity of Charlotte County

Sarasota Capital Strategies, based in Osprey, FL, is a fee-only State Registered Investment Advisor that has been serving clients since 2002. Led by President Anthony Welch, CFP, ChFC, and Vice President Andrew W. Welch, the company focuses on building deep and meaningful relationships with their clients, providing financial planning and investment management services to help families achieve their goals and enjoy a secure retirement. With over 30 years of experience, Tony Welch, along with his son Andrew, has created a client-centered culture where cutting-edge ideas are combined with a fiduciary approach, ensuring that every investment decision is made with the client's best interest in mind. As a trusted advisor, Sarasota Capital Strategies helps clients create financial plans, optimize Social Security benefits, manage risk through insurance, and consider annuities to protect against the risk of outliving their income.Generated from the website

Stifel in Sarasota, FL, is a reputable financial services firm that offers a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized strategies and expert advice, Stifel helps clients navigate the complexities of the financial markets to achieve their long-term goals. Generated from their business information

UBS Financial Services in Estero, FL, is a leading firm offering a comprehensive range of wealth management, asset management, and investment banking services tailored to discerning clients and institutional investors. The firm is committed to delivering superior value through expert advice, execution, and a focus on sustainability and societal contribution. As part of its integrated services, UBS provides customized solutions for corporate and institutional clients, alongside specialized offerings for family offices. With a dedicated approach to client relationships and a strong emphasis on cybersecurity, UBS is positioned as a trusted advisor in the financial services industry. Generated from the website