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

Steve Bustos, Stewardship Consultant - National Team Leader

Steve Bustos

Stewardship Consultant

Contact:

P: (574) 533-9511
T: (800) 348-7468
F: (574) 537-6649

Location(s):
Sarasota, FL
National office
Pandora, OH
Plain City, OH

Events

News

Additional updates from Everence

Bill Hartman (right), Everence Vice President of Organization and Fiduciary Services, presents a $50,000 donation check to Brad Fair, Development Manager at Mennonite Disaster Service. This contribution will support recovery efforts for those affected by a series of devastating hurricanes in the southeastern United States.
Everence news

Everence delivers $50,000 check to MDS for hurricane relief efforts

Community encouraged to support additional relief efforts through matching gifts

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Published:

Abstract financial graphs

Monthly Market Commentary

Get insights from Everence investment leaders on the economy and investment markets. 
Holding green plant in hand
Banking

People helping people

Arlene Miller and the roots of Everence Federal Credit Union.

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Published:

Mom and daughter celebrate daughter's new debit card.
Banking

Everence Federal Credit Union Awarded $10,000 Grant for Financial Literacy Initiatives through Greenlight Partnership

Everence partners with Greenlight to enhance youth financial skills.

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Published:

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Everyday Stewardship

Medical coverage that grows with you

Find the right Medicare insurance for your needs

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Published:

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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.

Access a copy of CFGS’s Form CRS.