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Caldwell Trust

Recent Posts

Wilson Building Update: Caldwell Trust Company Looks Ahead To Renovations

May 6, 2020
Caldwell Trust Company is pleased to continue the process of renovating and moving into our new building for our Sarasota office. ...
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March 2020 Executive Market Summary

Apr 1, 2020
As of the end of March the scope and the duration of Covid-19 domestically was unknown. The uncertainty was duly reflected in ...
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Caldwell Trust Company Purchases Cain/Wilson Building To Accommodate Growth

Feb 24, 2020
We are truly excited to share with you our purchase of the former Cain/Wilson Building at 27 South Orange Avenue!
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3 Things to Know to Effectively Invest in a Vacation Property

Jan 8, 2020
We’ve all seen the shows on TV that promise rental income in return for your down payment on a vacation property. The real estate ...
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Plan Early — Enjoying Your Sarasota, FL Retirement

Dec 17, 2019
Florida is one of the biggest hotbeds in the US for retirees and snowbirds alike. Sarasota, FL is a retiree's paradise. Warm ...
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Caldwell Cares: InStride | Horses + People = Partnership

Dec 11, 2019
InStride Therapy, Inc., the Nokomis-based provider of equine-assisted therapies and activities, recently partnered with ...
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Caldwell Cares: An Evening Under the Stars for All to Enjoy

Nov 21, 2019
Dr. Carol F. Probstfeld, president of State College of Florida, welcomed over 1,500 guests to the 31st annual Evening Under the ...
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Caldwell Cares: One Day and $200,000 Raised for Education!

Oct 30, 2019
The Taylor Emmons Scholarship Fund (TESF) experienced tremendous success at its Annual Golf Classic & Texas Hold ‘Em Poker ...
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6 Reasons to Hire a Financial Advisor

Oct 24, 2019
Everyone has a time in life when they need a little financial advice. More Americans than ever before are seeking advice from ...
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5 Questions to Ask Before Hiring an Investment Advisor

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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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