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What We Do

Estate & Financial Planning

Retirement Planning

Charitable Planning

Business Continuation Planning

Life Insurance

Asset Management

Annuities

Long Term Care & Disability

An Owner Firm

1950 Ringling Boulevard, Suite 403
Sarasota, FL 34236
(941) 951-0443

(Click Here for Directions)

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Udell Associates is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. This content is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872.

Investor Disclosures: https://bit.ly/KF-Disclosures

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