Sarasota financial planners

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Sarasota financial planners
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Below are Sarasota financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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   Sarasota financial planners
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Renee Martone-Cecil     Sarasota, FL
BBA (1987) Stetson University (click for more info)

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Sarasota Financial Planners
NOT registered with MedLawPlus.com®

George V. Famiglio, Jr, CPA, CFP   
Famiglio and Associates
1634 Main Street
Sarasota, FL 34236
Toll Free: 800.433.4272
Phone: 941.957.0775
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Email: frontdesk@famiglio.com
URL: www.famiglio.com
Hayden Lipp   
Hayden Lipp Financial Services
8586 Potter Park Drive
Sarasota, FL 34238
Phone: 941-586-3959
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Email: hayden.lipp@comcast.net
URL: www.haydenlippadvisor.com
Michael T. Hartley, CFP   
DKE Inc.
101 West Venice, Suite 10
Venice, FL 34285
Phone: (941) 485-8220
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URL: www.dkeinc.com
Brent Hillerich, CFP   
HILLERICH, GROGAN & ASSOCIATES
5551 Marquesas Cir
Sarasota, FL 34233
Phone: (941) 923-3663
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URL: www.ameripriseadvisors.com

 

General types of issues handled by financial planners:
  • Explaining various tax deferred options
  • Selecting investments that match your desired risk level
  • Diversification and other risk reduction strategies for your investment portfolio
  • Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
  • Estate planning
  • Retirement planning
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