Raymond James

First Security Capital Management, LLC is a registered investment adviser based in Venice, FL, serving investors in the Venice and Sarasota area for over 30 years. They provide personalized financial advice, individualized stock and bond portfolios, and investment management expertise, following the value investing concepts of Benjamin Graham. As a fee-only firm, they prioritize their clients' best interests and do not sell insurance, mutual funds, or annuities. First Security Capital Management, LLC works exclusively with retired clients and their children, focusing on building wealth, protecting it, and passing it down from one generation to the next. They develop comprehensive financial, estate, and tax plans, working closely with CPA's and accountants to ensure their clients' investment and tax strategies align with their goals. With a commitment to objective analysis and advice, they use various strategies to control risk and determine investment sectors, while regularly reviewing portfolios to match changing circumstances and personal living estate plans.Generated from the website

Bay Securities is a Tampa-based financial services firm specializing in securities and investment products. With a dedicated team led by Leslie Finnemore, they provide a range of services to individuals and external entities, ensuring a comprehensive approach to investment management. As a trusted name in the industry, Bay Securities prioritizes client satisfaction and offers personalized solutions tailored to meet individual financial goals. With a commitment to excellence and a focus on integrity, they strive to deliver exceptional results and maintain the highest standards of professionalism.Generated from the website

Independent Financial Partners (IFP), based in Tampa, FL, is dedicated to empowering financial professionals by providing comprehensive business solutions designed to enhance growth potential. With a focus on competitive payouts, innovative technology, and personalized support, IFP helps advisors streamline their operations and maximize their earnings. IFP offers a range of services, including portfolio management, marketing design, and administrative support, allowing financial professionals to concentrate on client relationships and business expansion. Their commitment to flexibility and client choice is evident in their custodian options, enabling advisors to best serve their clients' needs without incurring additional administrative fees. Generated from the website