Sinkunas & Company

HistoryIn our family office we pride ourselves on our ethics, morals, and family values. We combine those with our skills, education and experience to help meet clients goals and objectives. At Rosenberg Asset Management we are proud to set the standard for all other financial advisory firms, large and small.SpecialtiesWith the power of our independence, combined with the dynamic services of Summit Brokerage and Pershing LLC, we are able to give our clients the tools that are available to the largest institutions and wealthiest investors, at a local level. Our clients are all a priority to our firm, regardless of the size of their accounts. Using our unique and disciplined approach to investing we can work with nearly any individual or business to meet their financial needs.

Canandaigua National Bank is a financial management company based in downtown Sarasota, FL, specializing in private trusts and investments. Their professional staff offers personalized financial advising to help clients foster and grow their personal assets. Located in a welcoming office environment, Canandaigua National Bank provides expert strategies and guidance for individuals seeking to manage their finances effectively. With a focus on private trusts and investments, they are dedicated to helping clients achieve their financial goals. Generated from their available business information

JL Bainbridge & Co is a fee-only financial advisory firm located in Sarasota, Florida, specializing in multi-generational wealth building and personalized financial planning services. As Registered Investment Advisors and fiduciaries, they prioritize their clients' interests, ensuring a tailored approach to money management without the influence of brokerage or insurance sales. The firm offers a complimentary financial review to help clients align their finances with retirement goals, as well as a wealth of resources including over 90 blogs covering personal finance topics. JL Bainbridge & Co emphasizes the importance of financial education and early conversations in preserving family wealth across generations. Generated from the website