Financial Services in Cortez, FL

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1. Kennon Financial

Kennon Financial

1 S School Ave, Sarasota, FL 34237

CLOSED NOW:9:00 am - 4:00 pm

"Dave Kennon is a real straight-talk kind of guy. He is the only advisor I have talked to that made sense and was easy to understand right from the beginning. I highly…"

YP
15 Years
in Business
Amenities:
Wheelchair accessible

2. Edward Jones - Financial Advisor: Wally Stern

Edward Jones - Financial Advisor: Wally Stern

7427 Manatee Ave W, Bradenton, FL 34209

From Business: 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…

YP
103 Years
in Business

3. Edward Jones - Financial Advisor: Allen Paquin III

Edward Jones - Financial Advisor: Allen Paquin III

6402 Cortez Rd W, Bradenton, FL 34210

CLOSED NOW:9:00 am - 5:00 pm

From Business: 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…

YP
103 Years
in Business

4. Damean Searle | SouthState Mortgage

Damean Searle | SouthState Mortgage

2811 Manatee Ave W, Bradenton, FL 34205

From Business: Damean Searle graduated Summa Cum Laude from California State University, Chico in 1999. With 15 years of experience in the mortgage industry, he has worked both in the…

5. First Horizon Bank

First Horizon Bank

5844 14th St W, Bradenton, FL 34207

CLOSED NOW:9:00 am - 4:00 pm

From Business: Big bank reach. Small bank roots. A powerful network of banking centers, ATMs and online tools. With local decision makers big banks often overlook. When the best of big meets…

YP
161 Years
in Business

6. Edward Jones - Financial Advisor: Wyatt Easterling

Edward Jones - Financial Advisor: Wyatt Easterling

324 8th Ave W Ste 105, Palmetto, FL 34221

CLOSED NOW:8:00 am - 4:30 pm

From Business: 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…

YP
103 Years
in Business

7. First Horizon Bank

First Horizon Bank

5310 E State Road 64, Bradenton, FL 34208

CLOSED NOW:9:00 am - 4:00 pm

From Business: Big bank reach. Small bank roots. A powerful network of banking centers, ATMs and online tools. With local decision makers big banks often overlook. When the best of big meets…

YP
161 Years
in Business

8. First Horizon Bank

First Horizon Bank

2815 University Pkwy, Sarasota, FL 34243

CLOSED NOW:9:00 am - 4:00 pm

From Business: Big bank reach. Small bank roots. A powerful network of banking centers, ATMs and online tools. With local decision makers big banks often overlook. When the best of big meets…

YP
161 Years
in Business

9. Stephen B Svirsky - PNC Mortgage Loan Officer (NMLS #342898)

Stephen B Svirsky - PNC Mortgage Loan Officer (NMLS #342898)

1549 Ringling Blvd Ste 100, Sarasota, FL 34236

CLOSED NOW:8:00 am - 5:00 pm

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

10. Bart Leereveld - PNC Mortgage Loan Officer (NMLS #1044120)

Bart Leereveld - PNC Mortgage Loan Officer (NMLS #1044120)

1549 Ringling Blvd Ste 100, Sarasota, FL 34236

CLOSED NOW:8:00 am - 5:00 pm

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

11. Truist - ATM

Truist - ATM

1777 Main St, Sarasota, FL 34236

OPEN 24 HOURS

From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates,…

12. Tim Bazell | SouthState Mortgage

Tim Bazell | SouthState Mortgage

1819 Main St Ste 1000, Sarasota, FL 34236

From Business: Tim Bazell is a Mortgage Divisional Sales Manager for Southstate Bank with a wealth of experience in the mortgage industry spanning over three decades. As a Florida native, he…

13. First Horizon Bank

First Horizon Bank

783 S Orange Ave, Sarasota, FL 34236

CLOSED NOW:8:30 am - 5:00 pm

From Business: Big bank reach. Small bank roots. A powerful network of banking centers, ATMs and online tools. With local decision makers big banks often overlook. When the best of big meets…

YP
161 Years
in Business

14. Christ Skardoutos | SouthState Mortgage

Christ Skardoutos | SouthState Mortgage

1100 S Tamiami Trl, Sarasota, FL 34236

From Business: Christ started in the financial industry in 2008 working within the Customer Service and Retail Lending environment. Christ transitioned his focus to Residential Mortgage…

15. Mary Lou Bear | SouthState Mortgage

Mary Lou Bear | SouthState Mortgage

1100 S Tamiami Trl, Sarasota, FL 34236

From Business: If you are purchasing your first home, building your dream home, refinancing or anything in between, SouthState is here for you. We have a variety of mortgage loan programs and…

16. Chase Bank

Chase Bank

7206 Manatee Ave W, Bradenton, FL 34209

CLOSED NOW:9:00 am - 5:00 pm

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

17. Edward Jones - Financial Advisor: Matt McSwain, CFP®|AAMS®

Edward Jones - Financial Advisor: Matt McSwain, CFP®|AAMS®

5783 Manatee Ave W Ste 102, Bradenton, FL 34209

CLOSED NOW:8:30 am - 5:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

18. Edward Jones - Financial Advisor: Brent Van Eerden

Edward Jones - Financial Advisor: Brent Van Eerden

4502 Cortez Rd W Ste 105, Bradenton, FL 34210

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

19. J Michael La Bree - Financial Advisor, Ameriprise Financial Services

J Michael La Bree - Financial Advisor, Ameriprise Financial Services

410 43rd St W Ste I, Bradenton, FL 34209

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Edward Jones - Financial Advisor: John E Hornberger, CFP®|AAMS®|CKA®

Edward Jones - Financial Advisor: John E Hornberger, CFP®|AAMS®|CKA®

5942 34th St W Ste 111, Bradenton, FL 34210

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

21. Payroll USA, Inc.

Payroll USA, Inc.

4912 26th St W Ste 200, Bradenton, FL 34207

CLOSED NOW:8:30 am - 5:00 pm

From Business: Payroll USA, Inc provides payroll management, human resources management, payroll accounting, and payroll tax compliance services to Bradenton, FL and the surrounding areas.

YP
24 Years
in Business

22. Edward Jones - Financial Advisor: John W Booth, CFP®|AAMS®

Edward Jones - Financial Advisor: John W Booth, CFP®|AAMS®

1201 6th Ave W Ste 301, Bradenton, FL 34205

CLOSED NOW:8:30 am - 4:30 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

23. Cabanillas & Associates, Inc.

Cabanillas & Associates, Inc.

1101 Martin Luther King Jr Ave W, Bradenton, FL 34205

CLOSED NOW:9:00 am - 5:00 pm

"Denise Cabanillas is incredible and extremely knowledgeable! It's good when accounting is handled so professionally but with a great sense of humor!"

24. Edward Jones - Financial Advisor: Chad Choate III, CEPA®|AAMS®

Edward Jones - Financial Advisor: Chad Choate III, CEPA®|AAMS®

828 3rd Ave W, Bradenton, FL 34205

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

25. Colonial Mortgage Corp.

Colonial Mortgage Corp.

339 6th Ave W, Bradenton, FL 34205

CLOSED NOW:9:00 am - 5:00 pm

From Business: Since 1998, Colonial Mortgage Corp. has been helping its customers with all of their residential and commercial financing needs. Traditional financing including: Conventional,…

YP
27 Years
in Business

26. Syncis/ Starr Financial Planning

Syncis/ Starr Financial Planning

2856 48th Way E, Bradenton, FL 34203

OPEN 24 HOURS

From Business: -term and permanent life insurance -disability and long term care insurance -executive benefits: insurance-based retirement plans -fixed and indexed annuities

YP
12 Years
in Business
Amenities:
Wheelchair accessible

27. Edward Jones - Financial Advisor: Stephen J Schweigart, CEPA®|AAMS®

Edward Jones - Financial Advisor: Stephen J Schweigart, CEPA®|AAMS®

8250 15th St E Ste 2, Sarasota, FL 34243

CLOSED NOW:8:30 am - 5:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

28. Bayfirst

Bayfirst

1782 Dr Martin Luther King Way, Sarasota, FL 34234

CLOSED NOW:9:00 am - 3:00 pm

From Business: BayFirst is redefining what is possible for a community bank. BayFirst delivers a unique blend of services through three divisions: SBA Lending, Residential Mortgage and…

29. Edward Jones - Financial Advisor: Jon Rissler, CFP®

Edward Jones - Financial Advisor: Jon Rissler, CFP®

443 John Ringling Blvd Ste 1220, Sarasota, FL 34236

CLOSED NOW:8:00 am - 4:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

30. Edward Jones - Financial Advisor: Doug Elliott

Edward Jones - Financial Advisor: Doug Elliott

3040 University Pkwy, Sarasota, FL 34243

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

We found 368 results for Financial Services in or near Cortez, FL.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Planners. 6 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Sarasota, Main Street Merchants, and Downtown Bradenton. These businesses offer their services in one-or-more of the following languages: Spanish, and French.