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Investment Advisory Service in Longboat Key, FL

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1. Pappas, James

Pappas, James

5342 Sandhamn Pl, Longboat Key, FL, 34228

YP
36 Years
in Business

3. Luca Leasing

Luca Leasing

595 Bay Isles Rd, Longboat Key, FL, 34228

YP
17 Years
in Business

4. White Oaks Wealth Advisors Inc

White Oaks Wealth Advisors Inc

595 Bay Isles Rd, Longboat Key, FL, 34228

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

5. Longboat Key Financial Group LLC

Longboat Key Financial Group LLC

6350 Gulf of Mexico Drive Suite 101, Longboat Key, FL, 34228

CLOSED NOW
YP
13 Years
in Business

6. Hammer & Company

Hammer & Company

550 Harbor Cove Cir, Longboat Key, FL, 34228

OPEN NOW:9:00 am - 5:00 pm
YP
23 Years
in Business

7. Edward Jones - Financial Advisor: Isaac J Valley, CFP®|AAMS™

Edward Jones - Financial Advisor: Isaac J Valley, CFP®|AAMS™

3537 53rd Ave W, 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
102 Years
in Business

9. Meridian Financial

Meridian Financial

North Port, FL, 34287

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

11. Edward Jones - Financial Advisor: Allen Paquin III

Edward Jones - Financial Advisor: Allen Paquin III

6402 Cortez Rd W, Bradenton, FL, 34210

OPEN 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
102 Years
in Business

12. 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

CLOSED NOW

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
102 Years
in Business

13. Edward Jones - Financial Advisor: Matt Bower, CFP®|AAMS™

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

6402 Cortez Rd W, 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
102 Years
in Business

14. Williams Wealth Management Group Inc.

Williams Wealth Management Group Inc.

3639 Cortez Rd W, Bradenton, FL, 34210

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

From Business: We offer the personal service you deserve and our technology-enhanced guidance provides the total transparency you should expect. We deliver a complete picture of your…

YP
16 Years
in Business

16. Academy Insurance Agency

Academy Insurance Agency

7330 Cortez Rd W, Bradenton, FL, 34210

OPEN NOW:9:00 am - 5:30 pm

"We have all policies with Jim @Academy Insurance. Excellent service and very professional."

YP
28 Years
in Business

17. Wall Street Sun & Storm Report

Wall Street Sun & Storm Report

Serving the Longboat Key Area

OPEN NOW:10:30 am - 5:00 pm

From Business: Market timing newsletter

18. Wells Fargo Advisors

Wells Fargo Advisors

Venice, FL, 34293

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…

21. Edward Carpenter - Financial Advisor

Edward Carpenter - Financial Advisor

Serving the Longboat Key Area

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

From Business: Ed Carpenter has over 33 years of experience in insurance and investments, including Medicare, Health Insurance, Wills and Living Trust preparation. Ed holds 12 licenses in…

YP
34 Years
in Business

23. 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
11 Years
in Business
Amenities:
Wheelchair accessible

25. 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

OPEN 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…

26. Benjamin F. Edwards

Benjamin F. Edwards

77 S Palm Ave, Sarasota, FL, 34236

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

From Business: Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first. Our goal is to provide the right…

27. Aguero, Laura M, AGT

Aguero, Laura M, AGT

4301 32nd St W, Bradenton, FL, 34205

From Business: Laura M Aguero is a Licensed Financial Representative with Primerica serving BRADENTON and its surrounding areas.

28. Case, Garth J

Case, Garth J

1826 59th St W Blake Park, Bradenton, FL, 34209

OPEN 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…

29. Stern, Wally

Stern, Wally

7427 Manatee Ave W, Bradenton, FL, 34209

OPEN 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…

30. Booth, John W

Booth, John W

1201 6th Ave W, Bradenton, FL, 34205

OPEN NOW:8:30 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…