Neil Snider - Raymond James

Located in the vibrant city of Sarasota, FL, Edward Jones Investments stands as a beacon of financial guidance for individuals, families, and small businesses seeking to navigate the intricate landscape of investment strategies and financial planning. Specializing in tailored solutions across investment management, retirement and estate planning, and education savings programs, this firm prides itself on providing personalized assistance to help clients achieve their unique financial goals. With a widespread network of dedicated financial advisors, Edward Jones Investments places a strong emphasis on fostering meaningful advisor-client relationships through personalized consultations and continuous support. By prioritizing individualized care and crafting customized approaches for each client, the firm ensures that thoughtful financial planning is within reach for investors of all backgrounds, moving beyond the realm of generic, transactional experiences to offer a holistic and accessible approach to wealth management. Generated using this brand's available information

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

Ivezt, LLC is a Sarasota-based company dedicated to protecting the privacy of its customers by adhering to strict privacy standards while providing financial products and services, including enrollment in their iVEZT program. They collect personal information only necessary for participation in their program and maintain a commitment to confidentiality, utilizing this data solely for intended purposes and regulatory compliance. The company emphasizes the importance of security and regularly reevaluates its privacy policies to face new challenges in safeguarding personal data. While they share specific information with financial advisors to facilitate services, they do not sell or trade personal information with third parties, ensuring its clients' privacy remains intact. Generated from the website