Paul Schur - Ameriprise Financial Services, LLC

Cerulean Capital Management is a financial services firm based in Sarasota, FL, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and long-term growth, Cerulean Capital Management aims to help clients achieve their financial goals through careful analysis and tailored recommendations. Generated from their business information

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

Experience, integrity and dedicated personal service to help you meet your family's financial needs.