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Caldwell Trust CompanyFinancial advisor in Venice, FL

Caldwell Trust Company is a financial advisor at 1400 Center Rd, Venice, FL 34292, ranked #27 of 151 financial advisors in Venice and rated 4.3 from 11 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Venice, FLUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Caldwell Trust Company
Address1400 Center Rd, Venice, FL 34292Get directions
Phone(941) 493-3600
Websitectrust.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating4.3 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Venice and 10 towns within 25 miles: South Venice, Englewood, North Port, Gulf Gate Estates, Sarasota Springs, Fruitville, Port Charlotte, Sarasota, Punta Gorda Isles and Punta Gorda.

Based in Venice, FLView on map

Opening hours

Opening hours for Caldwell Trust Company
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Caldwell Trust Company

How is Caldwell Trust Company ranked in Venice?

Caldwell Trust Company is ranked #27 of 151 financial advisors in Venice by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Caldwell Trust Company’s hours?

Caldwell Trust Company is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Caldwell Trust Company serve?

Serves Venice and 10 towns within 25 miles: South Venice, Englewood, North Port, Gulf Gate Estates, Sarasota Springs, Fruitville, Port Charlotte, Sarasota, Punta Gorda Isles and Punta Gorda. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Caldwell Trust Company?

Caldwell Trust Company has a rating of 4.3 from 11 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Caldwell Trust Company?

Call Caldwell Trust Company on (941) 493-3600. The business is at 1400 Center Rd, Venice, FL 34292. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Caldwell Trust Company compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Caldwell Trust Company (this business)—664.3 (11)NoNo
Starkel Wealth Advisors#25675.0 (34)NoNo20.4 mi
Candor Wealth Strategies#26675.0 (18)NoNo12.7 mi
AMChoice Financial#28665.0 (25)YesNo17.5 mi

See all 151 ranked financial advisors in Venice