Financial & Investment Services

Thank you for visiting The Sarasota Chamber of Commerce directory. Each of these listings below represent a Chamber member buisness who can provide products and services to fit your needs. Members are highlighted in the directory based on their participation in membership levels and programming. All listings rotate randomly about every 7 days.

Directory Listing Key
Chamber Members invest in the level of membership that allign with their needs. There are five Membership Investment Levels available and each are coded with a logo representing their level of membership.

Membership Investment Levels:

Economic Driver: Orange "ED" logo

Community Builder: Dark Green "CB" logo

Corporate Trustee: Blue "CT" logo

Market Mover: Lime Green "MM" logo

Business Connector: Yellow "BC" logo

Click here to view our membership level descriptions.

Capstan Financial Consulting Group, LLC

238 S. Washington Blvd.
Sarasota, FL 34236

Stacey Crawford

(941) 256-9300

Member Since: 2019

Learn More | Visit Site | View on Google Maps

Canandaigua National Trust Company

1586 Main Street
Sarasota, FL 34236

Angela Carlson

(941) 366-7222

Member Since: 2008

Learn More | Visit Site | View on Google Maps

Prudential Advisors

3403 Magic Oak Lane
Sarasota, FL 34232

Barbora Hawkins

(941) 326-0230

Member Since: 2024

Learn More | Visit Site | View on Google Maps

J.L. Bainbridge & Company, Inc.

1582 Main Street
Sarasota, FL 34236

John Leeming

(941) 365-3435

Member Since: 2022

Learn More | Visit Site | View on Google Maps

Cumberland Advisors

One Sarasota Tower
Sarasota, FL 34236

Mr. Todd Engelhardt

(800) 257-7013

Member Since: 2009

Cumberland Advisors is a registered investment advisory firm headquartered in Sarasota, FL (with a branch office in Vineland, NJ). Originally founded in 1973, the firm has clients throughout the US. and in several foreign countries. The firm has a wealth

Learn More | Visit Site | View on Google Maps

Walsh & Associates

2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237

Krystle Corbitt

(941) 952-1188

Member Since: 2000

We simplify and manage your financial life and always act in your best interest.

Learn More | Visit Site | View on Google Maps

Greywolfe Investing LLC

2075 Main Street, Suite 16
Sarasota, FL 34237

Mr. Ron A Earley

(941) 421-8376

Member Since: 2023

Investing in an Wholesale FBA store with Greywolfe is a strategic move towards financial success. With a proven track record of navigating the intricacies of e-commerce, Greywolfe Investing offers a unique opportunity to capitalize on the lucrative world

Learn More | Visit Site | View on Google Maps

Caldwell Trust Company

27 S. Orange Avenue
Sarasota, FL 34236

Ms. Sheryl Vieira

(941) 926-9336

Member Since: 1999

Learn More | Visit Site | View on Google Maps

Miller Gesko

8586 Potter Park Drive, Suite 110
Sarasota, FL 34238

Mr. Paul Gesko

(941) 922-9747

Member Since: 2007

Learn More | Visit Site | View on Google Maps

Summit Financial

1605 Main Street
Sarasota, FL 34236

Rob Weiss

(941) 233-9427

(203) 984-0807

Member Since: 2019

Learn More | View on Google Maps

Wealth Resources

785 N Osprey Ave 111
Sarasota, FL 34236

Gary Squire

(941) 234-5072

Member Since: 2023

Learn More | View on Google Maps

WealthGen Advisors

650 Central Avenue, Suite 1
Sarasota, FL 34236

Ken Hargreaves

(941) 706-4151

Member Since: 2021

Learn More | Visit Site | View on Google Maps

Edward Jones - Debbie Lancaster

324 8th Ave W., Suite105
Palmetto, FL 34221

Debbie Lancaster

9414798502

Member Since: 2023

Learn More | Visit Site | View on Google Maps

Russell Skibicki of Raymond James

2 North Tamiami Trail, Suite 804
Sarasota, FL 34236

Russell Skibicki

(941) 329-3289

Member Since: 2024

Learn More | View on Google Maps

SKY Investment Group LLC

One Financial Plaza, Suite 1210
Hartford, CT 06103

Mr. Robert Bingham

(860) 761-9700

Member Since: 2012

Learn More | Visit Site | View on Google Maps

Bank of America Private Bank

1819 Main Street, Suite 1202
Sarasota, FL 34236

Ms. Heather Clark

(941) 951-4109

Member Since: 2013

Learn More | Visit Site | View on Google Maps

Credo Group at Morgan Stanley

2 N. Tamiami Trail, Suite 1100
Sarasota, FL 34236

Phil Mott

(941) 364-3537

(800) 237-9441

Member Since: 2002

Learn More | Visit Site | View on Google Maps

Wealth Strategies Partners

400 Burns Court
Sarasota, FL 34236

Heather Beckwith

(941) 330-4454

Member Since: 2019

Learn More | Visit Site | View on Google Maps

UBS - Zelniker Dorfman Carr & Heritage Group

1819 Main Street, Suite 900
Sarasota, FL 34236

Mr. Jason Hughes

(941) 366-6121

Member Since: 2022

Learn More | Visit Site | View on Google Maps

Eskew Financial Group

2639 Fruitville Road, Suite 200
Sarasota, FL 34237

Mr. Curt Eskew, CLU, CLTC

(941) 365-6381

Member Since: 2001

Eskew Financial Group is a financial strategies organization focused on the estate/business succession and asset conservation needs of our targeted clientele. Our primary interest is to crystallize our client’s financial objectives and assist them.

Learn More | Visit Site | View on Google Maps

Align Business Advisory

444 W. New England Avenue
Winter Park , FL 32789

Dana Watkins

(407) 504-7671

Member Since: 2024

Learn More | Visit Site | View on Google Maps

Ameriprise Financial

7321 Merchant Court, Suite A
Sarasota, FL 34240 8466

Phillip Cecil

(941) 907-0708

Member Since: 2024

Learn More | Visit Site | View on Google Maps

Freeman Financial

1 S. School Ave, Suite 402
Sarasota, FL 34237

Jamie Freeman

(941) 444-1225

Member Since: 2021

Learn More | Visit Site | View on Google Maps

Mitchell Family Interests

1515 Ringling Blvd, Suite 530
Sarasota, FL 34236

Michelle Mitchell

(941) 444-5469

Member Since: 2021

Learn More | View on Google Maps

Occams Advisory

2170 Main Street
Sarasota, FL 34237

Amber Kellogg

(813) 522-5884

2125311111

Member Since: 2023

Learn More | Visit Site | View on Google Maps

Modern Woodmen Fraternal Financial

750 Tamiami Trail, Unit 2
Port Charlotte, FL 33953

Chris Schultz

(941) 204-6338

Member Since: 2023

Learn More | Visit Site | View on Google Maps

Forza Wealth Management

7701 Holiday Drive
Sarasota, FL 34231

Michael DeMassa

(941) 203-3748

Member Since: 2023

Fee-only investment advisors with CFA and CFP® designations focused on clients with over $1 million in assets.

Learn More | Visit Site | View on Google Maps

Wells Fargo Advisors

1605 Main Street, Suite 1200
Sarasota, FL 34236

Michael Callahan

(941) 951-7071

Member Since: 2024

Learn More | Visit Site | View on Google Maps

Mercer Capital

300 Tamiami Trail S.
Venice, FL 34285

Atticus Frank

(941) 244-1020

Member Since: 2022

Business valuation, financial advisory, and litigation support work for private and public companies across the US. Work with estate and tax attorneys, CPAs, and private advisors.

Learn More | Visit Site | View on Google Maps

The Livingston Key Group at Morgan Stanley

2 N Tamiami Trail, Suite 1100
Sarasota, FL 34326

Catherine Daniel

(941) 225-5937

Member Since: 2022

Learn More | Visit Site | View on Google Maps

Passage Global Capital Management

2 N. Tamiami Trail, Suite 410
Sarasota, FL 34236

Oguz Ersan

(941) 330-2424

Member Since: 2022

Passage Global Capital Management is a quantitative investment firm with a client-centric focus specializing in systematic investment strategies with risk mitigation. A scientific way of investing is at the heart of our DNA.

Learn More | Visit Site | View on Google Maps

Northwestern Mutual

2601 Cattleman Road, Suite 200
Sarasota, FL 34232

Erin Bewley

(941) 951-1706

Member Since: 2008

Learn More | Visit Site | View on Google Maps

Sabal Trust Company

1800 2nd Street, Suite 103
Sarasota, FL 34236

Ms.Susan Hines

(941) 556-4862

Member Since: 2007

Learn More | Visit Site | View on Google Maps

Day Hagan Asset Management

1000 S. Tamiami Trail
Sarasota, FL 34236

Ms. Linda Brown

(941) 330-1702

Member Since: 2008

Learn More | Visit Site | View on Google Maps

Clarity Financial Design

205 N. Orange Avenue, Suite 306
Sarasota, FL 34236

Melissa Walsh

(941) 290-6272

Member Since: 2023

Learn More | Visit Site | View on Google Maps

1st Source Bank Wealth Advisory Services

1800 2nd Street, Suite 712
Sarasota, FL 34236

Cyndi Miller

(941) 554-2605

Member Since: 2017

Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we’ll listen to you, understand your needs and always keep your best interests in mind.

Learn More | Visit Site | View on Google Maps

Equitable Advisors

1819 Main Street, Suite 210
Sarasota, FL 34236

Roman Sessa

(941) 952-0094

Member Since: 2024

Learn More | Visit Site | View on Google Maps

Mueller Financial Services, Inc.

2601 Cattlemen Road
Sarasota, FL 34232

Veronica Smith, CFP® AIF®

(941) 271-7182

Member Since: 2021

Mueller Financial Services is a financial advisory firm that has served clients for over 30 years, expanding its guidance from the regional to the national level through growth and acquisitions.

Learn More | Visit Site | View on Google Maps

Mariner Wealth Advisors

240 S. Pineapple Avenue, Suite 601
Sarasota, FL 34236

Ben Jones

(941) 365-3745

Member Since: 2017

We offer 360° advice designed to last. We’ll partner with you to create a wealth management plan for today and beyond that’s flexible enough to change along with you. We’re committed to being here for everything life brings your way.

Learn More | Visit Site | View on Google Maps

Lexington Financial

5550 26th St W, Suite 3
Bradenton, FL 34207

Bethany Matzke

(941) 914-9990

Member Since: 2023

Learn More | Visit Site | View on Google Maps

The Bank of Tampa

1858 Ringling Blvd. Suite 100
Sarasota, FL 34236

Charles O. Murphy

(941) 248-1801

Member Since: 2017

The Bank of Tampa has sustained a strong, stable presence throughout the Bay area for more than 30 years, solidifying a reputation of commitment, consistency, and dependability.