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 our 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

Events

News

Additional updates from Everence

Severely damaged house and car after hurricane Ian in Florida mobile home residential area.
Everence news

Generosity exceeds expectations, resulting in $200,000 for hurricane recovery efforts

Published:

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Monthly Market Commentary

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

Keep yourself safe from identity theft

Take some time to learn about identity theft and ways to prevent it

Read article

Published:

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Preparing for retirement

Your IRA rollover guide

Whether you're changing jobs or retiring, find out what you may do with your retirement savings

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Health and wellness

Medicare Scams, Fraud, & Abuse

Protect yourself and loved ones from Medicare scams with essential tips and resources from Everence

Read article

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Disclosure

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.