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 the team

  • Financial representatives
Financial representatives
Photo of Kjell Purnell

Kjell Purnell

Financial Consultant

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

Location(s):
Sarasota, FL

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Steve Lane

Steve Lane, AWMA®, CFP®

Financial Planner

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

Location(s):
Sarasota, FL

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Photo of Steve Bustos

Steve Bustos

Stewardship Consultant

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Events

Hiker walking along the top the ridge with mountains in the background.

Everence Development Conference

Sept. 28-30
Lancaster, Pennsylvania

Learn how to nurture generosity to advance your values-centered mission! You will hear from your peers and industry experts about fundraising strategies and best practices to inspire your best donors.

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News

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Serving you with minimal physical contact

As communities across the country develop and implement safety guidelines for their regions, Everence® is committed to providing safe options for interactions with our professionals.
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Disclosure

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.