Financial Services in Tallevast, 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. First Horizon Bank

First Horizon Bank

2815 University Pkwy, Sarasota, FL 34243

CLOSED NOW:9:00 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

3. First Horizon Bank

First Horizon Bank

5844 14th St W, Bradenton, FL 34207

CLOSED NOW:9:00 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

4. Edward Jones - Financial Advisor: James W Campbell Jr

Edward Jones - Financial Advisor: James W Campbell Jr

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

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

5. 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,…

6. 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…

7. 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…

8. 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…

9. 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

10. 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…

11. 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…

12. Wolf Payment Solutions

Wolf Payment Solutions

9040 Town Center Pkwy, Lakewood Ranch, FL 34202

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

From Business: Wolf Payment Solutions provides merchant, point-of-sale, credit card processing, and terminal services with no early-termination fees anywhere in the U.S.A!

YP
17 Years
in Business

13. Chase Bank

Chase Bank

6145 Exchange Way, Lakewood Ranch, FL 34202

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.

14. 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

15. First Horizon Bank

First Horizon Bank

5310 E State Road 64, Bradenton, FL 34208

CLOSED NOW:9:00 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

16. 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…

17. 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 - 4:00 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

18. 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

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

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

5440 Clark Rd, Sarasota, FL 34233

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…

20. First Horizon Bank

First Horizon Bank

8181 S Tamiami Trl, Sarasota, FL 34231

CLOSED NOW:9:00 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

21. 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…

22. 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…

23. Bayfirst

Bayfirst

1782 Dr Martin Luther King Way, Sarasota, FL 34234

CLOSED NOW:9:30 am - 6:00 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…

24. 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

25. 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

26. Edward Jones - Financial Advisor: Nicholas Holst, CFP®

Edward Jones - Financial Advisor: Nicholas Holst, CFP®

1899 Fruitville Rd Unit A, Sarasota, FL 34236

CLOSED NOW:8:00 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

27. 1st Source Bank

1st Source Bank

1800 2nd St Ste 712, Sarasota, FL 34236

CLOSED NOW:10:00 am - 2:00 pm

From Business: 1st Source Bank is a top-ranked financial institution that has delivered a comprehensive range of services for individuals and businesses since 1863. 1st Source Corporation…

28. Premium Mortgage Corporation

Premium Mortgage Corporation

240 N Washington Blvd Ste 315, Sarasota, FL 34236

From Business: Since the year 1999, Premium Mortgage Corp. has been helping clients procure mortgage loans and accomplish their dreams of buying a home. Whether you need a mortgage loan…

YP
26 Years
in Business

29. Vincent Dotterweich - Financial Advisor, Ameriprise Financial Services

Vincent Dotterweich - Financial Advisor, Ameriprise Financial Services

1819 Main St Ste 403, Sarasota, FL 34236

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…

30. Jeremy St Croix - Branch Manager, Ameriprise Financial Services

Jeremy St Croix - Branch Manager, Ameriprise Financial Services

1819 Main St Ste 1002, Sarasota, FL 34236

CLOSED NOW:8:30 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…

We found 505 results for Financial Services in or near Tallevast, FL.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 9 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. These businesses offer their services in one-or-more of the following languages: Spanish, and French.