Mimi The Tax Lady

Sarasota Financial Planning offers expert financial advisory services, personalized wealth management, and retirement planning solutions in Sarasota, FL, to secure your financial future.

You Need A CFO is a Sarasota-based consultancy dedicated to driving change and enhancing operational control for businesses. With a focus on innovation and advisory support, they help companies make informed decisions, mitigate risks, and secure a profitable future. Their team, led by experienced professionals like Kevin Lacey, offers expertise in financial management, accounting, and inventory systems, ensuring that clients receive tailored solutions that improve efficiency and effectiveness. Their commitment to client well-being and success has garnered high praise from various business leaders who have benefited from their services. Generated from the website

Diamond & Associates Wealth Management, with locations in Sarasota, FL and Chapel Hill, NC, specializes in providing strategic financial advice, investment planning, and estate preservation services. Their mission focuses on helping clients navigate the complexities of wealth management to achieve financial security and long-term success. The firm offers customized wealth management programs, tailored investment strategies, and effective tax planning services designed to optimize clients' portfolios and minimize tax liabilities. With a commitment to understanding individual financial goals, Diamond & Associates aims to facilitate a seamless transfer of assets and preserve clients' legacies for future generations. Generated from the website