Financial Services in Osprey, FL

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1. T & H Comptrollers

T & H Comptrollers

130 Shamrock Blvd, Venice, FL 34293

OPEN NOW:8:30 am - 5:30 pm

From Business: T&H Comptrollers offers a variety of services. Tax consultation for business or personal, Bookkeeping services, Certified accountants, as well as property management. We have…

YP
35 Years
in Business
Amenities:
Wheelchair accessible

2. Cheryl's Business Services Inc

Cheryl's Business Services Inc

1252 Barbara Dr Apt 705, Venice, FL 34285

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

From Business: Welcome to Cheryl's Business Services. A full-scale accountant in Venice, Florida. I offer my clients bookkeeping using Quickbooks Online. I believe that my clients’ time is as…

YP
16 Years
in Business

3. Kennon Financial

Kennon Financial

1 S School Ave, Sarasota, FL 34237

OPEN 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

4. Integrity Wealth Management, Inc

Integrity Wealth Management, Inc

6561 Palmer Park Cir, Sarasota, FL 34238

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

From Business: We are a private wealth management firm that provides personalized strategies which may assist in protecting, preserving and growing your retirement assets. We also offer…

5. Sarasota Capital Strategies

Sarasota Capital Strategies

460 S Tamiami Trl, Osprey, FL 34229

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

From Business: Since 2002, Sarasota Capital Strategies’ guidance has helped retirees relax and enjoy their retirement by using a tactical investment approach that manages risk while enhancing…

YP
23 Years
in Business

6. Edward Jones - Financial Advisor: Blake G Lynn

Edward Jones - Financial Advisor: Blake G Lynn

456 S Tamiami Trl, Osprey, FL 34229

OPEN 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

7. Chase Bank

Chase Bank

3861 Central Sarasota Pkwy, Sarasota, FL 34238

OPEN 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.

8. First Horizon Bank

First Horizon Bank

8181 S Tamiami Trl, Sarasota, FL 34231

OPEN 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. First Horizon Bank

First Horizon Bank

1099 Tamiami Trl N, Nokomis, FL 34275

OPEN 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

10. Truist - ATM

Truist - ATM

1000 Tamiami Trl N, Nokomis, FL 34275

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,…

11. Anthony Tom - PNC Mortgage Loan Officer (NMLS #144501)

Anthony Tom - PNC Mortgage Loan Officer (NMLS #144501)

5440 Clark Rd, Sarasota, FL 34233

OPEN 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…

12. Jill LoCastro | SouthState Mortgage

Jill LoCastro | SouthState Mortgage

901 Venetia Bay Blvd Ste 100, Venice, FL 34285

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…

13. Edward Jones - Financial Advisor: Kale E Youtzy

Edward Jones - Financial Advisor: Kale E Youtzy

810 Pinebrook Rd Ste A, Venice, FL 34285

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

14. First Horizon Bank

First Horizon Bank

1790 E Venice Ave Ste 101, Venice, FL 34292

OPEN 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

15. Edward Jones - Financial Advisor: James Levin

Edward Jones - Financial Advisor: James Levin

375 Commercial Ct Ste B, Venice, FL 34292

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

16. 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…

17. 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…

18. Wells Fargo Advisors

Wells Fargo Advisors

1699 Us Highway 41 Byp S, Venice, FL 34293

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

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

19. First Horizon Bank

First Horizon Bank

783 S Orange Ave, Sarasota, FL 34236

OPEN 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

20. 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

OPEN 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…

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

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

1549 Ringling Blvd Ste 100, Sarasota, FL 34236

OPEN 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…

22. 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…

23. EZ Tax Solutions, Inc.

EZ Tax Solutions, Inc.

63 Sarasota Center Blvd Ste 107, Sarasota, FL 34240

From Business: EZ Tax Solutions, Inc provides letters and notices, tax preparation, installment agreements, penalty abatement, offer in compromise, audits, liens and levies, bankruptcy and…

YP
32 Years
in Business

24. Edward Jones - Financial Advisor: Amanda P DeLaHunt, CFP®|AAMS™

Edward Jones - Financial Advisor: Amanda P DeLaHunt, CFP®|AAMS™

8075 Beneva Rd Ste 6, Sarasota, FL 34238

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. Publix Employees Federal Credit Union

Publix Employees Federal Credit Union

3564 Clark Rd, Sarasota, FL 34231

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

From Business: Publix Employees Federal Credit Union (PEFCU), headquartered in Lakeland, Fla., is a member-owned co-operative that was founded in 1957 to meet the financial needs of Publix…

YP
68 Years
in Business

26. Edward Jones - Financial Advisor: Kale E Youtzy

Edward Jones - Financial Advisor: Kale E Youtzy

1100 Tamiami Trl S, Venice, FL 34285

OPEN NOW:8:00 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…

27. Edward Jones - Financial Advisor: Chris Crites, AAMS™

Edward Jones - Financial Advisor: Chris Crites, AAMS™

1100 Tamiami Trl S, Venice, FL 34285

OPEN 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

28. Seacure Advisors LLC

Seacure Advisors LLC

4526 Lakecrest Pl, Sarasota, FL 34233

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

From Business: Life is constantly changing and full of many seasons and transitions—some expected, some not, some welcome, some not. They all require proactive, informed and well-considered…

YP
12 Years
in Business

29. Edward Jones - Financial Advisor: Austin D Collins, CFP®|WMCP®|AAMS™

Edward Jones - Financial Advisor: Austin D Collins, CFP®|WMCP®|AAMS™

2426 Bee Ridge Rd Ste D, Sarasota, FL 34239

OPEN 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

30. Edward Jones - Financial Advisor: Joe St Onge

Edward Jones - Financial Advisor: Joe St Onge

5011 Ocean Blvd Ste 205, Siesta Key, FL 34242

OPEN 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

We found 419 results for Financial Services in or near Osprey, FL.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 11 of the rated businesses have 4+ star ratings.


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