The Milestone Financial Group - Morgan Stanley

Mott & Associates, located in Bradenton, FL, provides a range of financial services for individuals in the Sarasota area. Specializing in financial planning, the firm offers services such as investments, retirement planning, and estate planning, with free consultations available. Generated from their available business information

Cumberland Advisors is a money management firm that serves individuals, institutions, retirement plans, governmental entities and cash management portfolios. The company supervises more than $700 million in assets. It also assists state and local governments by forecasting interest rates and analyzing financial markets. Cumberland s capabilities include arbitrage calculations, private financing negotiations and loan structuring. The company features expertise in several different investment portfolio components, such as taxable and municipal bonds and exchange-traded equities. Its broad strategies seek to offset the erosion of financial assets by inflation. Cumberland Advisors was founded in 1973 and is headquartered in Vineland, N.J. The company is a registered investment adviser.

JL Bainbridge & Co is a fee-only financial advisory firm located in Sarasota, Florida, specializing in multi-generational wealth building and personalized financial planning services. As Registered Investment Advisors and fiduciaries, they prioritize their clients' interests, ensuring a tailored approach to money management without the influence of brokerage or insurance sales. The firm offers a complimentary financial review to help clients align their finances with retirement goals, as well as a wealth of resources including over 90 blogs covering personal finance topics. JL Bainbridge & Co emphasizes the importance of financial education and early conversations in preserving family wealth across generations. Generated from the website