Anthony Patete

Welcome to Merrill Lynch in Venice, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

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

DKE Inc, located in Venice, FL, specializes in providing tailored financial advisory services to high net worth families, entrepreneurs, and individuals. The firm emphasizes a comprehensive approach to wealth management, offering insights into global economics and investment strategies. In addition to financial planning, DKE Inc may recommend specific investment or insurance products, though these recommendations are separate from the overall financial plan. The firm prioritizes client consultation, encouraging individuals to seek personalized tax and legal advice for their unique situations. Generated from the website