Preparing for retirement
Medicare with you in mind
Take four easy steps to Medicare
2024 award winners recognized at Everence 80th anniversary event
By Madalyn Metzger
Recipients honored for outstanding 2024 performance
Fruitville Rd., Everence Financial
2480 Fruitville Rd Suite 7
Sarasota, FL 34237-6204
Looking for another Greater Sarasota, Florida Area office?
Click here for news, events and resources in your area.
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
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
News
Additional updates from Everence
Monthly Market Commentary
Get insights from Everence investment leaders on the economy and investment markets.
Everyday Stewardship
Financial wellness, tailored
By Sharon Hernandez
Everence seeks to meet more people where they are
Read article
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
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 articleDisclosure
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Cetera Advisor Networks, Cetera Investment Advisers, or its affiliates.
Everence Federal Credit Union is federally insured by NCUA.
The opinions contained in this material are those of the author.