New Financial Services Businesses in Sarasota, FL

Fund Recovery Experts, operating as Fund Recovery Expert LLC, is a financial recovery service based in Sarasota, Florida. The website offers assistance in recovering unclaimed funds and lost money, with a clear process and guarantee. The business is registered to Maria Gonzalez Herrera at 2055 4th Street in Sarasota.

DK Financial Solutions LLC is a Sarasota, FL financial services business registered at 3567 Quiet Dr, with David Khashchuk listed as authorized member. Its site describes the firm as leading with "old-world business values—straight talk, hard work, and a commitment to people first."

Symphony Retirement Partners provides tailored retirement planning and investment advisory services. The website lists John Koshy as a contact, matching the LLC's manager, and the domain name directly corresponds to the LLC name. The business operates from Round Rock, Texas, though the LLC filing shows a Sarasota, Florida address for the manager.

Mueller Wealth Group is a fiduciary financial planning firm offering retirement strategies, investment management, and 401(k) guidance. The website indicates they serve individuals, families, and business owners from locations in Oshkosh, Mishicot, and Sherwood, Wisconsin. The LLC filing lists a principal address in Sarasota, Florida, suggesting a secondary registration or administrative office.

America Home Financial is a home improvement financing company based in Sarasota, FL, as indicated by the LLC filing address at 1226 N Tamiami Trail Ste 301. The website describes a network that allows home improvement companies to offer financing to their customers, positioning itself as a B2B service provider.

The site states they have been operating since 2005 and are based in Florida.

Ascendere Strategies LLC, filed in Sarasota, FL, appears to be a financial consulting firm. The related Ascendere Group LLC website (W2) describes financial optimization, automation solutions, and operational analytics for hospitality, restaurant, and service industries. The filing address in Sarasota aligns with a Florida presence, though the website lists a different FL city. The business likely offers corporate finance advisory, tax compliance, and payroll processing services.

The business offers financial planning services, with the website mentioning investment planning and wealth management. The LLC filing principal address is also on Tamiami Trail in Sarasota, supporting the connection.

Alianza Financial Services LLC provides financial strategy, bookkeeping, and tax advisory services, primarily for contractors and trades businesses in New Jersey. The company is registered in Sarasota, Florida, and operates under the same name as its website. It offers personalized financial guidance to help businesses grow.

TRANSACT QUICKLY LLC likely operates as a financial services provider offering bankless ATM services, cash loading, and armored car courier services based in the Sarasota and St. Petersburg, Florida area.

Shepherd Financial is a financial services firm based in Carmel, IN, and Sarasota, FL, specializing in retirement planning and wealth management. The website team page lists Steven Wylam and Thomas Mayer as team members, directly matching LLC officers. The LLC's principal address in Sarasota aligns with another site (W4) but that site is for insurance; the core financial advisory business is represented by W2.

Provides financial planning, advisory, bookkeeping, and financial modeling services, likely targeting businesses or individuals.

A financial consulting firm specializing in group retirement strategy, financial consulting, and education solutions based in Sarasota, Florida.

Provides integrated payment processing solutions including credit card and gift card services through Ricochet Pay and Ricochet POS.

A wealth management firm offering financial planning and investment advisory services in Sarasota, Florida.

This appears to be a financial advisory business operated by individuals with the surname Van Ore, offering investment and financial planning services in Florida.

This business appears to be an auto financing company offering payment options, account management, and rewards for vehicle financing.

An advisory and equity solutions firm focused on founders, innovators, and family businesses, likely involved in equity recovery or investment services.

A financial advisory firm operated by Jacob Hillermann, providing investment and financial planning services in Sarasota, Florida.

Provides litigation funding and accounts receivable financing for medical professionals and attorneys, operating as a financial services firm.

A financial advisory firm specializing in retirement strategies, operated by Brandon Rickrode.

A payment processing company offering local support and global solutions based in Sarasota, Florida.

A service that helps find low or no money down home loans for home buyers, targeting individuals with less-than-perfect credit or limited savings.

An SEC-registered investment adviser providing institutional investment management and advisory services using scientific strategies.

A wealth advisory firm providing financial planning and investment management services.

Provides a wealth management platform for tracking alternative assets and financial planning.

A mortgage center providing personalized home loan solutions and mortgage services.

A financial services business offering financial planning, insurance products, and support for insurance agents, based in Sarasota, FL.

The business provides private funding services, as indicated by its name and domain.

Bayshore Wealth is a financial advisory firm located at 121 Alhambra Plaza, Coral Gables, FL, offering wealth management services as indicated on its website. The LLC filing lists a Sarasota address and Stacey Crawford as an authorized member, which may be a separate office or registered agent location. The domain name matches the LLC name exactly.

Grow Your Cashflow LLC, managed by Pascal Wagner, provides private investment advisory services to accredited high-income professionals, focusing on converting stock-heavy portfolios into passive income through private deals. The business is based in Sarasota, FL, with a listed website address in Miami, FL.

MDM Capital Group, likely the operating name for MDM Funding LLC, provides working capital loans, invoice factoring, and lines of credit. The website is based in Dallas, TX, while the LLC is filed in Sarasota, FL.

Lake Life Wealth Advisory Group is a fee-only financial planning and wealth management firm based in Chicago, IL, serving clients locally and nationwide. The firm offers services such as budgeting, cash flow management, and student loan planning, as indicated on its website.