Waller & Wax Advisors

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

Essex Capital Group is a health insurance company located in Tampa FL dedicated to providing comprehensive and affordable insurance solutions. With a focus on customer service they aim to meet the diverse needs of individuals and families in the community. Their experienced team works diligently to offer tailored plans that ensure peace of mind and security for their clients' health and well-being. Generated from this place's information

Bayshore Capital Advisors, founded in 2001 by Tready Arthur Smith, is an independent asset management firm based in Tampa, Florida. The firm specializes in evaluating risk and investing capital with a long-term perspective, emphasizing a collaborative partnership approach with clients to ensure aligned interests and successful outcomes. With a team of experienced professionals, including experts in global asset allocation and investment research, Bayshore Capital is committed to delivering disciplined judgment and strategic vision. The firm also actively supports community initiatives, partnering with Metropolitan Ministries to help individuals and families facing poverty and homelessness rebuild their lives. Generated from the website