Financial Services locations near Osprey, FL

Showing 1–10 of 10 results

Edward Jones - Financial Advisor: Steve Platt

Investment Services

📍 1070 S Tamiami Trl, Osprey, FL, 34229

📞 941-918-4803

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Amanda P Kayatt

Investment Services

📍 8075 Beneva Rd S Ste 5, Sarasota, FL, 34238

📞 941-929-9474

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

James Ball Insurance, Inc. / Medallion Financial Resources

Financial Services

📍 211 Nokomis Ave S, Venice, FL, 34285

📞 941-486-0305

Medallion Financial Resources is a full service financial planning firm helping people pursue and accomplish their financial goals. James Ball of Medallion Financial Resources assists those who are still accumulating assets strive to meet their retirement goals and those who have completed the accumulation phase of their financial life and are now looking for strategies to maintain their lifestyle and “avoid running out of money.” Once reaching retirement, the distribution plan tends to focus on providing income, while limiting risk to principal. We are committed to maintaining the highest standard of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your financial goals. We want you to be confident that your information will be kept confidential. No two situations are alike and we pride ourselves on developing individual strategies that are designed to meet each customer's needs and goals We work on both fee-based services as well as commissioned-based James P. Ball is a Certified Financial Planner with over 21 years of financial services experience working with both individuals and businesses. He is dedicated to developing lasting relationships with all of his clients.