Northwestern Mutual
Sarasota-Manatee
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Showing 26 advisor(s) and rep(s)
B.S.
Michael Calamaras is a Financial Advisor and Field Director who focuses on proactively overseeing and coordinating the financial affairs of high-net-worth individuals, emerging affluent professionals, corporate executives, entrepreneurs, business owners and their families. Backed by the strength, stability and vast resources of Northwestern Mutual.Visit my websiteExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Estate Planning, Financial Planning, Life Insurance Planning, Retirement Planning, Long Term Care Planning, Special Needs Planning, Investment Strategies, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Trust Services, Wealth Management, Private Client Services
Languages: English
Location: Sarasota FL, 34232
FINRA BrokerCheck
CLU®, ChFC®, CLTC®
Our team is a boutique wealth management firm that offers an empathic experience in which we uncover blind spots and opportunities for our clients. As architects of intentional solutions, we solve financial ambiguity & concerns for businesses and families. Fostering clarity through insightful questions and collaborative exploration; we curate a tailored financial plan for each client.Visit my websiteExpertise: Wealth Management, Investment Strategies, Retirement Planning, Business Continuation Planning, Business Risk Management, Trust Services, Education Funding, Employee and Executive Benefits Planning, Retirement Income Planning, Private Client Services
Languages: English
Location: Sarasota FL, 34232
FINRA BrokerCheck
CLU®, RICP®
Joe's mission is to help families prepare for the future, so they can answer the question "Will I be OK?" with a Yes. Joe helps you clarify what is important to you and why, takes the guesswork out of what to do next, and inspires you to stay on track.Visit my websiteExpertise: Disability Income Planning, Life Insurance Planning, Investment Strategies, Retirement Income Planning, Financial Planning, Education Funding, Wealth Management, Long Term Care Planning, Private Client Services
Languages: English
Location: Sarasota FL, 34232
FINRA BrokerCheck
Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Retirement Planning, Estate Planning, Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Education Funding, Employee and Executive Benefits Planning, Special Needs Planning
Languages: English
Location: Sarasota FL, 34232
FINRA BrokerCheck
CLTC®
Stephen Griese is a Financial Advisor with Northwestern Mutual Wealth Management Company in Sarasota, Florida. Stephen works with his clients planning for Retirement and Estate tax efficiencies by developing strategic, comprehensive plans that help protect against risks, addresses life-style budgets and provides solutions for tax-efficient accumulation, distribution, and legacy.Visit my websiteExpertise: Wealth Management, Employee and Executive Benefits Planning, Financial Planning, Long Term Care Planning
Languages: English
Location: Sarasota FL, 34232
FINRA BrokerCheck
CLU®, ChFC®, CASL®
Visit my websiteExpertise: Financial Planning, Retirement Income Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Investment Strategies, Estate Planning, Employee and Executive Benefits Planning, Business Succession Planning, Long Term Care Planning
Languages: English
Location: Sarasota FL, 34232
FINRA BrokerCheck
CFP®, ChFC®, CLTC®
Financial success is not determined by luck or the whims of the stock market, but through the systematic design and implementation of a plan built on discipline and conviction. I strive to foster relationships framed in trust and integrity with pre-retirees, retirees, business owners, and executives; helping them reach their goals and dreams in the short, medium and long terms.Visit my websiteExpertise: Business Continuation Planning, Private Client Services, Long Term Care Planning, Life Insurance Planning, Investment Strategies, Employee and Executive Benefits Planning, Education Funding, Disability Income Planning, Wealth Management, Qualified Plan Benchmarking, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Business Valuation Planning, Qualified Plan Design Assistance, Qualified Plan Fiduciary Education, Retirement Income Planning, Qualified Plan Employee Education, Special Needs Planning, Retirement Planning, Trust Services
Languages: English
Location: Sarasota FL, 34232
FINRA BrokerCheck
Expertise: Life Insurance Planning, Retirement Planning, Disability Income Planning, Employee and Executive Benefits Planning, Business Risk Management, Financial Planning, Long Term Care Planning, Retirement Income Planning, Wealth Management, Investment Strategies
Languages: English
Location: Sarasota FL, 34232
FINRA BrokerCheck