Ameriprise Financial

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

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Kerkering Barberio Co. is one of the largest independent certified public accounting firms in Southwest Florida, providing a comprehensive range of services to businesses, organizations, and individuals since its establishment in 1972. With locations in Sarasota, Lakewood Ranch, and Tampa, the firm prides itself on its ability to meet the diverse needs of its clients through expert consulting, auditing, tax services, and more. The firm recently welcomed several new professionals, bringing substantial experience to its team, including specialists in taxation and operations management. Kerkering Barberio is dedicated to leveraging this expertise to enhance the service it offers to clients and uphold its commitment to excellence in the accounting industry. Generated from the website