La Bree & Associates

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bradenton, FL area, Christopher Whaley will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Fifth Third Private Bank has been dedicated to serving families for over a century, specializing in goal-based financial planning through their Life360 process, which offers a comprehensive evaluation of clients' financial situations. The bank provides a wide range of services, including wealth management, personal banking, commercial banking, and investment advisory services through its subsidiary, Fifth Third Securities. Committed to transparency and client education, Fifth Third emphasizes the importance of consulting tax advisors or legal professionals when making financial decisions. They uphold a strong commitment to compliance and customer service, ensuring clients receive knowledgeable guidance tailored to their unique financial needs. Generated from the website

Couture Financial is a financial services company located in Sarasota, Florida that provides a variety of services to its clients, including investment advisory, financial planning, estate planning, and money management. The company is committed to providing its clients with personalized financial advice and guidance, and seeks to simplify complex financial terms and investment options, offer honest advice, and help clients navigate the complexities of investing and financial strategies. Couture Financial's goal is to humbly serve clients by nurturing long-term relationships built on trust and performance.