Share certificates: a safe way to save and grow your money
By Sharon Hernandez
Learn about certificates and how they can fit your needs
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 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
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
Monthly Market Commentary
Get insights from Everence investment leaders on the economy and investment markets.
Home improvements to make your house more energy efficient
By Sharon Hernandez
Investing in these upgrades can save you money in the long run
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
Preparing for retirement
Medicare and Health Savings Accounts
By Cassandra Zetts
Keys to navigating tricky HSA situations for Medicare-entitled individuals
Read articleDisclosure
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.