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Top Retirement Activities in Florida

Jul 8, 2024
For years, Florida has been called the retirement capital of the country, and understandably so, thanks to its beautiful weather, ...
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7 Steps To Achieve Financial Security With Retirement Planning

May 20, 2024
Achieving financial security in retirement is a goal that many aspire to, yet often find challenging to attain. The process ...
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How to Protect Your Finances as You Age

Apr 22, 2024
As you get older, it becomes increasingly important to safeguard your finances. After a fulfilling life, it's time to start ...
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3 Things to Consider When Choosing a Trust Company

Mar 11, 2024
When choosing a trust company there are a number of things to consider. Is this someone that you believe will take care of your ...
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6 Retirement Practices to Avoid

Jan 8, 2024
Retirement is an inevitable phase of life that everyone must prepare for. While it may seem daunting, planning for retirement is ...
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What Sets Caldwell Trust Apart

Jun 6, 2023
Caldwell Trust Company is a premier wealth management company that has been serving its clients for over 30 years with a combined ...
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Preserving Your Legacy With An Investment Manager

Jun 6, 2023
Investing your money is one of the most important decisions you can make for your financial future. Whether you are planning for ...
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Balancing Retirement and College Savings

Jun 5, 2023
To navigate the challenges of balancing retirement savings and college savings, parents must take a strategic approach that ...
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In Memory of Roland G Caldwell

May 4, 2023
Roland George Caldwell, 89, of Venice, Florida passed away on April 24, 2023.
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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.

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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


Vero Beach Office

(772) 213-9144


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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©2026 Caldwell Trust Company