Mariner

Barcomb Asset Management is an independent financial services firm located in Sarasota, FL, specializing in helping individuals create retirement strategies tailored to their unique needs and objectives. With a focus on providing personalized financial solutions, Barcomb Asset Management offers a variety of investment and insurance products to help clients achieve their retirement goals. Backed by the expertise of founder Scott Barcomb and his team of professionals, Barcomb Asset Management takes a proactive approach to retirement planning, offering seminars and personalized meetings to help clients envision and achieve their ideal retirement. With a commitment to staying up-to-date on the latest tax law changes, Barcomb Asset Management provides clients with the knowledge and strategies needed to navigate the complexities of tax planning and create a tax-efficient retirement strategy.Generated from the website

Integrity Wealth Management Inc., based in Sarasota, Florida, is an independent advisory firm dedicated to helping individuals at or near retirement design tailored financial solutions that meet their lifestyle and income requirements. The firm specializes in long-term low-risk investments, wealth preservation, and tax-efficient distribution strategies, establishing strategic partnerships with local accountants and attorneys to provide comprehensive service. With a commitment to integrity, honesty, and stewardship, Integrity Wealth Management treats each client as part of their extended family, focusing on protecting loved ones and creating lasting financial legacies. The firm emphasizes the importance of prudent risk management and the need for personalized retirement plans that adapt to the evolving financial landscape and individual client goals. Generated from the website

Dan Connelly is a Licensed Financial Representative with Primerica serving SARASOTA and its surrounding areas.