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1st Source Bank Wealth Advisory Services
1st Source Bank Wealth Advisory Services
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Financial & Investment Services
1st Source Bank Wealth Advisory Services
1800 2nd Street, Suite 712
Sarasota
,
FL
34236
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Cyndi Miller
(941) 554-2605 | fax: (941) 316-0146
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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. 1st Source Bank remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. We operate banking centers across our region, boast 1st Source Bank Specialty Finance Group locations nationwide, as well as several Wealth Advisory Services locations and 1st Source Insurance offices. Our Sarasota, Florida office serves clients with banking and Wealth Advisory Service needs. We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams. Additionally, for over 155 years, 1st Source Bank has been giving back to our communities to actively help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business.
Member Since: 2017
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Join the Chamber
>
Membership Application
Member Login
>
Member FAQs
Member Benefits
>
Chamber Events
Ribbon Cuttings
>
Ribbon Cutting Tips
Councils
Member2Member Discounts
Affinity Partners
Sponsorships
Notary and Certificate of Origin Services
Workforce Development
Business Connect Request
Business Resources
>
Job Bank
Start Your Business
Grow Your Business
Public Policy
>
Past Public Policy Support
Contact Your Rep
News & Publications
>
Chamber News
Member News
Local Media
The Bridge Magazine
Awards & Recognition
>
Past Small Business Awards Winners
Chair's Cup Award
Photo Gallery
Events
2024 SBA Finalists & Winners
2023 Small Business Awards Finalists & Winners
Chamber Calendar
Community Calendar
Programs
Young Professionals Group
>
Join YPG
About YPG
YPG Council
YPG Photo Gallery
YPG Events
>
YP Summit
Leadership Sarasota
>
Adult Leadership
Youth Leadership
Engage Sarasota
Leadership Council
Celebrate Outstanding Leadership Awards
CareerEdge Funders Collaborative
Opportunities For All
>
2021 OFA Grant Awardees
2022 OFA Grant Awardees
OFA Photo Gallery
OFA In the News
About Us
About the GSCC
Our Team
Board of Directors
Chamber Ambassadors
History
Live & Work
>
Key Locations
Job Bank
Beaches & Destinations
Sarasota Accolades
Frequently Asked Questions
Contact Us
Business Directory