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Fruitville Rd., Everence Financial
2480 Fruitville Rd Suite 7
Sarasota, FL 34237-6204
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Everence Financial
Hours
Appointment Hours:
Mon.-Fri. 9 a.m. - 5 p.m.
Sat.-Sun. closed
Phone: (941) 953-6655
Meet our team
Kjell Purnell
Financial Consultant
Contact:
P:
(941) 953-6655
F:
(941) 444-7286
Location(s):
Sarasota, FL
Steve Lane AWMA®, CFP®
Financial Consultant
Contact:
P:
(941) 953-6655
F:
(941) 444-7286
Location(s):
Sarasota, FL
Steve Bustos
Stewardship Consultant
Contact:
P:
(574) 533-9511
T:
(800) 348-7468
F:
(574) 537-6649
Location(s):
Sarasota, FL
National office
Pandora, OH
Plain City, OH
Events
News
Additional updates from Everence
Monthly Market Commentary
Get insights from Everence investment leaders on the economy and investment markets.
Preparing for retirement
Find the best Medicare option for your life
Educating yourself today can benefit you greatly in the future
Read article
Family finances
Why am I receiving unsolicited loan offers?
Your recent loan application is likely the reason.
Read article
About Everence
Everence services highlighted by Philadelphia Inquirer story
Everence services in Kensington highlighted in Inquirer story
Read articleDisclosure
Securities offered through Concourse Financial Group Securities, Inc., Member FINRA/SIPC. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.
Access a copy of CFGS’s Form CRS.