GovChime
UEI: P4DWKJQ92YA1 • CAGE: 84R68

SARASOTA FINANCIAL GROUP, INC. (FL)

DBA: SFG FEDERAL

Registration facts

SAM.gov registration as of

SAM.gov registration
Active
Registration expiration date Dec 28, 2026

Registration

Doing business as
SFG FEDERAL
Entity structure
Corporate Entity (Not Tax Exempt)
Business start date
Feb 26, 2002 (24 years)
Location
Bradenton, FL
State of incorporation
Florida

Source: SAM.gov entity registration and FPDS contract actions recorded under UEI P4DWKJQ92YA1. GovChime does not check exclusions.

Performance

Capabilities

NAICS codes

Small: small business for that NAICS, self-certified in SAM.gov registration.

SBA certifications

No certification in the SBA profile data.

Federal Capability Statement

WILLIAM S. MORRIS, ChFEBC?, a Chartered Federal Employee Benefits Consultant and a Financial Advisor for Sarasota Financial Group, Inc. and Long Term Care 4 Vets, specializes in financial and retirement planning for federal employees and Long Term Care for VA veterans.

Capabilities & Services

Federal Benefits
Education
Seminars
Training
Benefits Analysis
Retirement Planning

Contracts

Contact Info

As of . Source: SAM.gov Points of Contact.

SAM.gov registration for SARASOTA FINANCIAL GROUP, INC. lists a physical address and a separate mailing address, along with 3 verified points of contact. Past Performance contacts are the recommended outreach channel for due-diligence references; Government Business contacts handle procurement-facing correspondence.

Source: SAM.gov entity registration. Contacts displaying numeric or placeholder names have been filtered (defense-in-depth).

Physical Address

3220 43RD AVE E

BRADENTON, FL, 34208

USA

Mailing Address

3220 43RD AVE E

BRADENTON, FL, 34208

USA

Government Business Contact

WILLIAM S MORRIS

PRESIDENT

3220 43RD AVE E

BRADENTON, FL, 34208

USA

Electronic Business Contact

William S Morris

President

3220 43rd Ave E

Bradenton, FL, 34208

USA

Government Business Alternate Contact

WILLIAM S MORRIS

PRESIDENT

3220 43RD AVE E

BRADENTON, FL, 34208

USA

Additional Details

As of . Source: SAM.gov Entity Registration.

SARASOTA FINANCIAL GROUP, INC. has no active federal suspension or debarment on record in SAM.gov. Current SAM.gov registration expires December 28, 2026.

Source: SAM.gov entity registration (FAR responses, registration status). Always verify active exclusions against the authoritative record on SAM.gov before contract award.

Compliance & Risk Assessment

Source: SAM.gov FAR responses

Suspension/Debarment Status

SAM.gov registration reports no active exclusion

Public Display

Entity information is publicly displayed

Disaster Relief Registry

Not registered for disaster relief

Bonding Information

No bonding information provided

EDI

Not declared in SAM.gov

Business Structure

Source: SAM.gov
Profit Structure:For Profit Organization
Organization:Subchapter S Corporation

Registration Details

Source: SAM.gov

Initial Registration

Jul 2, 2018

Last Update

Dec 30, 2025

Registration Activation

Active — Dec 30, 2025

Fiscal Year End

1231

Country of Incorporation

USA

Congressional District

16