Ubs Financial Services

Sarasota Capital Strategies, based in Osprey, FL, is a fee-only State Registered Investment Advisor that has been serving clients since 2002. Led by President Anthony Welch, CFP, ChFC, and Vice President Andrew W. Welch, the company focuses on building deep and meaningful relationships with their clients, providing financial planning and investment management services to help families achieve their goals and enjoy a secure retirement. With over 30 years of experience, Tony Welch, along with his son Andrew, has created a client-centered culture where cutting-edge ideas are combined with a fiduciary approach, ensuring that every investment decision is made with the client's best interest in mind. As a trusted advisor, Sarasota Capital Strategies helps clients create financial plans, optimize Social Security benefits, manage risk through insurance, and consider annuities to protect against the risk of outliving their income.Generated from the website

Lincoln Financial Mortgage, located in Largo, FL, is dedicated to providing exceptional home loan services focused on both home purchases and refinancing. With a variety of loan program options and user-friendly online tools, they strive to meet the unique needs of each customer for a top-notch mortgage experience. With years of expertise in the mortgage industry, Lincoln Financial Mortgage emphasizes quality service and individual attention. Their commitment to accessibility ensures that all clients can benefit from their comprehensive resources and support during the home financing process. Generated from the website

Primerica, based in Tampa, FL, has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on simple financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower informed financial decision-making. With a focus on financial education and personalized financial needs analysis, Primerica aims to guide clients towards achieving their goals through a tailored path to financial success. Their commitment to excellence and recognition as a trusted financial company highlight their dedication to creating a secure and inclusive financial environment for middle-income families. Generated from the website