Fruitville Rd., Everence Financial

Everence Sarasota Fruitville office building with palm trees in front

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 the Everence team

Kjell Purnell, Financial Consultant

Kjell Purnell

Financial Consultant

Contact:

P: (941) 953-6655
F: (941) 444-7286

Location(s):
Sarasota, FL

Steve Lane, Financial Consultant

Steve Lane, AWMA®, CFP®

Financial Consultant

Contact:

P: (941) 953-6655
F: (941) 444-7286

Location(s):
Sarasota, FL

Franco Salvatori headshot

Franco Salvatori

Stewardship Consultant

Contact:

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

Location(s):
Sarasota, FL
Souderton, PA
Philadelphia, PA

Local events and stories

Three friends talking

Employee Benefits Webinar Series- Late career

Preparing for a confident transition

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A group of multi-racial middle-aged people walk outside in golden hour light.
Preparing for retirement

Navigating Medicare Part D

Register for this free webinar.

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Middle-aged couple working with their financial planner and shaking hands.
Family finances

Financial Planning: Made Clear

How to build a financial plan that reflects your goals, values and life

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Retirement age couple happily cooking in a kitchen together.

Free Medicare and Social Security educational workshop

Carlisle Inn
3727 Bahia Vista Street
Sarasota, FL 34232

Gain clarity and confidence as you take steps on your retirement path

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Medicare age couple looking at documents on their kitchen table
Church and finance

When generosity gets complicated

Everence stewardship ministry webinar

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Man sitting by a desk with a laptop and a phone with a fraud alert.
Family finances

Fraud Prevention: Made Clear

How to recognize, avoid, and recover from today's most common scams

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Couple laughs and plays together in the snow.
Preparing for retirement

Medicare with you in mind

Webinar

Take four easy steps to Medicare

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Man holding money jar with DONATE word written text label for giving and donation.
Family finances

Charitable Tools: Made Clear

Hilarious generosity in a miserly world

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Jim Miller of Sarasota, Florida, and daughter Brielle Miller discuss charitable giving in front of a window.
Faith and Finance

An expression of faith

By Everence staff

Generosity as a way of life for the Miller family and Dutchcrafters

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Published:

News

Additional updates from Everence

Everence President Ken Hochstetler poses in office.

Ken Hochstetler announces plans to retire in spring 2027

By Steve Lindsey

A thoughtful leadership transition developed in partnership with the Everence Board of Directors

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Published:

Abstract financial graphs

Monthly Market Commentary

Get insights from Everence investment leaders on the economy and investment markets. 
Image of the Everence Everyday Reward cash back credit card.

Everence Federal Credit Union launches Everyday Rewards Credit Card

By Kristen Heisey

New rewards card offers simple cash back on groceries, gas, electric vehicle charging and other eligible purchases

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Published:

Everence employee interviewing executive leadership at Redemption Housing.

Redemption Housing at ten years: A community building a movement

By Abby King

Redemption Housing, a West Philadelphia organization providing transitional housing and faith-based support those returning from incarceration, helping them rebuild their lives through community, stability, and structured programs. Brotherhood, dignity, and genuine support create lasting transformation.

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Published:

White family of four look at an ipad over a table with a professional woman.

Transforming everyday giving

By Everence staff

Financial planning helped one family make a difference in their world today

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Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.