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estate planning in Sarasota

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    1. Sales Training Director

      Our organization is a estate and financial planning firm focused on marketing an estate-planning & financial services to seniors, ages 60-80. We sell services aimed at helping these consumers secure an estate plan designed to efficiently transfer assets to their family at ...

    2. Financial Advisor

        ~~~~Financial Advisor-Senior and Junior Level My client is a Market Maker Broker Dealer with three NY offices and have now opened their first Florida office (with more to come) in Downtown Sarasota. My client provides: Wealth Management, Estate and Gift Planning, ...

    3. Financial Advisor

        ~~Financial Advisor My client is a Market Maker/Broker Dealer with three NY offices and have now opened their first Florida office in Downtown Sarasota. My client provides: Wealth Management, Estate and Gift Planning, Business Succession Planning, Risk Management, ...