Udell Associates Logo
Simplicity. Prosperity. Confidence
  • Home
  • About Us
    • Simplicity . Prosperity . Confidence
  • What We Do
    • Estate and Financial Planning
    • Annuities
    • Long Term Care
    • Life Insurance
    • Asset Management
  • Our Team
  • Video Library
  • News and Media
  • Menu

  • We believe people should get more enjoyment from their wealth. 

    What if you could have more
    fun
    impact
    confidence
    happiness
    with your money?

    About Us

     

     

     

     

     

     

  1. 1

Sarasota Office

1858 Ringling Boulevard, Suite 200

Sarasota, FL 34236

(941) 951-0443

 

Orlando Office

407 Wekiva Springs Road, Suite 247

Longwood, FL 32779

(407) 660-0330

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 512-697-6000.

Copyright 2018 All rights reserved. Udell Associates