Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
Fraser Financial Partners
Financial Services
Sarasota, Flordia 54 followers
Independent financial firm. We provide our clients with honest, ethical, and transparent financial services.
About us
An independent full-service financial firm providing clients with honest, ethical, and transparent financial services and products. We focus on comprehensive financial planning for businesses and individuals. Our planning includes investments, personal & business insurance (Life, Disability, Long-Term Care, etc.), retirement planning, education planning, business succession planning, and business valuations. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fraser Financial Partners and Cambridge are not affiliated. Fixed insurance services offered through Fraser Financial Partners Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
- Website
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http://www.fraserfinancialpartners.com/
External link for Fraser Financial Partners
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Sarasota, Flordia
- Type
- Partnership
- Founded
- 2016
Locations
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Primary
Get directions
8350 Bee Ridge Road
Suite 315
Sarasota, Flordia 34241, US
Employees at Fraser Financial Partners
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Ashley Nichols, J.D.
Helping to simplify finances through coaching and consulting. I specialize in holistic business and personal asset protection, retirement, and income…
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Ryan Fraser
Founder
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Joseph Topolski
We’re a boutique Wealth Management Firm that simplifies the complexities of wealth for the select clients we serve.
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Nikki Aran
Agent with Fraser Financial Group helping individuals and business owners to create, build, and preserve wealth
Updates
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Do you know the difference between a global mutual fund and an international mutual fund?
Global and International Funds
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Self-employed? Learn more about your retirement plan options.
Self-Employed Retirement Plans
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This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.
Building a Solid Financial Foundation
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You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
When Should You Take Social Security
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Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
The Cost of Medical Care
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April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks. #Economy #Inflation #StockMarket #TechStocks https://lnkd.in/eesSfGhz
Monthly Market Insights | May 2024
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Pay off debt or invest the money? Things to consider before you commit to either option. #PayOffDebt
Should I Pay Off Debt or Invest?
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The Consumer Price Index has shown low inflation since '09. Are your prices rising faster? #CostOfLiving
Historical Inflation
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Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
Social Security: By the Numbers
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