Fruitville Rd., Everence Financial

FPO

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
Harrisonburg, VA
Souderton, PA
Philadelphia, PA

Events

Development Conference

The 2025 Everence® Development Conference is your chance to discover new ways to advance your mission-driven fundraising programs! Venture with us, Sept. 23-25, 2025, at the Lancaster Marriott at Penn Square in Lancaster, Pennsylvania.

News

Additional updates from Everence

A farmer riding on farming equipment, working the field

A Farmer's Vision | The Schowalter Foundation

By Abby King

The far-reaching impact of the Schowalter Foundation

Read article

Published:

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Monthly Market Commentary

Get insights from Everence investment leaders on the economy and investment markets. 
A man and a woman sit across from each other on either side of a desk, talking
Everyday Stewardship

Financial wellness, tailored

By Sharon Hernandez

Everence seeks to meet more people where they are

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Published:

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Everyday Stewardship

Common misconceptions about financial planning

By Amanda Rock

With the right tools, you can start planning for your life goals now

Read article

Published:

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Health and wellness

How is my Medicare supplement premium determined?

Understand your initial premium, and also how and why your rates increase over time.

Read article

Published:

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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.