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

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

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

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

Event details Sign up

Medicare age couple looking at documents on their kitchen table

Church and finance

When generosity gets complicated

Everence stewardship ministry webinar

Event details Sign up

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

Event details Sign up

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

Event details Sign up

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

Read article

News

Additional updates from Everence

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

Read article

Monthly Market Commentary

Get insights from Everence investment leaders on the economy and investment markets.

Grandma and Grandpa holding their granddaughter and laughing

Faith and Finance

Brush off the end-of-year charitable checklist

It's a perfect time to review your finances

Read article

Three Everence employees honored with new Core Value Awards

Employees also recognized for reaching tenure and educational milestones

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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

Read article

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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.