Palm Harbor Financial Planners

in Palm Harbor, FL

144
Financial Planners are
in Palm Harbor

15
Financial Planners in Palm Harbor
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Palm Harbor Financial Advising Articles

Financial Advising reviews in Palm Harbor

A

Rating
I have worked with
Palm Harbor Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Palm Harbor Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Palm Harbor Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Palm Harbor Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Palm Harbor Financial Planners Provider Name Locked
,
Palm Harbor Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Palm Harbor Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Palm Harbor Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Palm Harbor Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Palm Harbor Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Palm Harbor Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Palm Harbor Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Palm Harbor Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Palm Harbor Financial Planners Provider Name Locked
notified me that since
Palm Harbor Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Palm Harbor Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Palm Harbor Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Palm Harbor Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Palm Harbor Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Palm Harbor Financial Planners Provider Name Locked
. (
Palm Harbor Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Palm Harbor Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Palm Harbor Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Palm Harbor Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.

All Financial Planners in Palm Harbor, FL

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

AAA - Palm Harbor

32050 US 19 North
Palm Harbor

AAA - Port Richey

10532 Devco Dr #102
Port Richey

AAA - Sarasota

3844 Bee Ridge Road
Sarasota

AAA - St. Petersburg Downtown

800 Second Avenue S
St Petersburg

Agents Group of America

400 Nokomis Avenue South
Venice

Align Wealth Management

125 5th Street South
St. Petersburg

All Affordable Insurance Agency

7211 N Dale Mabry Hwy,
Tampa

Allegiant Group Inc

189 W Clarkston Rd Ste 1

Allsup Inc

300 Allsup Pl

American Senior Financial Inc.

2200 Seven Springs Blvd
New Port Richey

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach

ART JANES INSURANCE INC

815 B Cypress Village Blvd
Sun City Center

ASAP Tax Service

36805 STATE ROAD 54
Zephyrhills

Barlas & Chambers, LLC.

905 E MLK JR DR, STE 660
Tarpon Springs

Beacon Asset Management, Inc

16514 N Dale Mabry Hwy
Tampa

BetaFrontier, LLC

156 W Superior St Apt 401

Big Tim's Pawn

5193 73rd Ave N
Pinellas Park

Big Tim's Pawn Clearwater

5193 73rd ave n
Pinellas Park

BIGELOW INVESTMENT SVC INC

6630 EMBASSY BLVD
Port Richey

Bill Lavender Credit Restoration - Tampa

503 E Jackson St #251
Tampa

Bob Pressner

1501 W Swann Ave
Tampa

Boost Credit 101

3773 E Cherry Creek N Dr

Brian Heckman, Tampa Mortgage Broker

12856 Commodity Place
Tampa

Cardinale Financial Group, LLC

3914 Flatiron Loop
Wesley Chapel

Certified movers

14206 Grubbs lane
Riverview

Clarke & Company CPAs

16626 N Dale Mabry Hwy
Tampa

Clendon Webb State Farm Insurance

6704 CONGRESS ST.
New Port Richey

Community Insurance

11188 111th St
Largo

Cornerstone Investment Services

4625 Little Road
New Port Richey

Cotter Financial, LLC

139 S. Pebble Beach Blvd., Suite 204
Sun City Center

CPA FINANCIAL SOLUTIONS

6371 Business Blvd
Sarasota

Credit Repair Tampa

199 Library Cir

Dance Ferrentino Insurance and Financial

11049 Countryway Blvd
Tampa

Day Hagan Asset Management

1000 S. Tamiami Trail
Sarasota

Dazzle Consulting

39 3rd street
Winter Haven

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

6501 CENTRAL AVE
Saint Petersburg

EDWARD JONES

34844 US HIGHWAY 19 N
Palm Harbor

EDWARD JONES INVESTMENTS

1953 ST RD 60 E
Valrico

Famiglio and Associates

1634 Main St
Sarasota

Fast Taxes & More

1327 10th St E
Palmetto

FEDERATED MORTGAGE SERVICES

925 INTRACOASTAL DR
Fort Lauderdale

Financial Aid Solutions, Inc

8729 Morrison Oaks Ct
Tampa

FINANCIAL GUIDANCE GROUP, INC

788 SAMANTHA DR
Palm Harbor

Florida Medicaid Filing Services, Inc.

31125 US Hwy 19 N.
Palm Harbor

Freyman CPA, P.C.

40 Exchange Place

Guardian Angel Financial Services, Inc.

1724 Open Field Loop
Brandon

Gulf Coast Insurance Advisors

1 S School Ave Ste. 501

Harwood Financial Group

13191 Starkey Rd

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Hunter Warfield

4620 Woodland Corporate Blvd
Tampa

iBank

3090F Pullman St

IFASI FINANCIAL GROUP, LLC

17407 Bridge Hill Ct Ste Q
Tampa

Intega, Inc.

643 Koala Ct
Kissimmee

IRS Tax Help Team

1201 S Beach Blvd

iWealth Global Management

511 W Bay Street
Tampa

J.P. Investments Group, Inc

POB 4338
Clearwater

joseph raissi&co., inc

6500 central ave

JW Insurance Group

3956 Town Center Blvd
Orlando

KEMPTON FINANCIAL GRP LLC

5322 Land O Lakes Blvd
Land O Lakes

Knox & Womack

Lake Wales

Law Offices of James J. Altman

5614 Grand Blvd
New Port Richey

Lee M. Rubin CPA CFP

301 S Macdill Ave
Tampa

LEWIN & ASSOCIATES, INC.

2737 Westchester Dr N
Clearwater

Liberty Mutual Insurance

3901 Premier N Dr
Tampa

Linda Jenkins CPA PA

1433 S Missouri Ave
Clearwater

Lowell, Blake & Associates

141 Tremont Street

Lucas, Green and Magazine

8606 Government Drive
New Port Richey

Lynco Financial & Tax Services, Inc.

1495 Sixth Street SE
Winter Haven

M.A. Rubin CPA

4830 W. Kennedy Blvd
Tampa

Marchand & Co CPA's PC

2003 Southern Blvd SE

MARK ROSSMILLER CPCU

212 Apollo Beach Blvd
Apollo Beach

MEASURABLE SOLUTIONS

420 S GARDEN AVE
Clearwater

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg

Medicare and Financial Services

20114 Indian Rosewood Dr
Tampa

Merrill Lynch Wealth Management

1401 Manatee Ave Ste 700
Bradenton

MET LIFE

4211 W BOY SCOUT BLVD
Tampa

Mintco Financial

4102 W Linebaugh Ave Ste 202
Tampa

Morgan Stanley Smith Barney

225 E Lemon St
Lakeland

Muzic Technologies LLC

3235 Beneva Rd Unit 104
Sarasota

My Tampa Bay Lender

P.O. Box 261234
Tampa

National Income Tax & Accounting Inc

2952 66th St N
Saint Petersburg

National Settlement Services

5010 W Carmen St
Tampa

new credit Debt Consolidation

512 North Franklin Street #101

NEW YORK LIFE INSURANCE CO

3109 W Dr Martin Luther King Jr Blvd Ste 300
Tampa

ORR FINANCIAL

13902 N DALE MABRY HWY
Tampa

P & R SECURITIES

292 ALT
Palm Harbor

paramount Debt Consolidation

552 South Fort Harrison Avenue

Parekh, Commons & Co

2700 East Bay Drive
Largo

Pasco Business Services

2835 US 19
Holiday

Peace Wealth Management Inc

13201 Walsingham Road
Largo

Perfectly Balanced Books

801 WEST BAY DR STE 512
Largo

Raissi and Co.

6500 Central Ave.
Saint Petersburg

Rajparth Advisory Group LLC

55 NE 5th Ave
Boca Raton

Rayari Services

3327 king charles circle
Seffner

Retirement Planning Services

18108 swan lake drive

Ribordy & Assoc Inc

8780 Seminole Blvd
Seminole

Rizzotto Tax Advisory Group

1034 Belcher Rd S
Largo

Robert F DiMarco

220 N Pine Ave
Oldsmar

Robert Morris, P.A. CPA

3302 Bell Shoals Rd
Brandon

RTI INSURANCE SVC

6371 BUSINESS BLVD
Sarasota

S P Johnson Group

293 Mulberry St

SafeGuard Investments LLC

11204 Clayridge Dr
Tampa

Security National Mortgage Company

3630 West Kennedy Blvd Suite 102
Tampa

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota

St. Pete's Back Tax Advisors

200 2nd Avenue South
St. Petersburg

State Insurance Agency

2455 Tamiami Trail
Port Charlotte

Stewardship Financial Group

8910 N DALE MABRY HWY 8
Tampa

Successful Portfolios

611 Druid Road East
Clearwater

Summit Financial Corp

100 NW 100th Ave
Plantation

Surfside Insurance & Financial Services

2980 S McCall Rd Ste E
Englewood

SYNOVUS MORTGAGE CORP

1999 RINGLING BLVD
Sarasota

Tampa Bay Accounting and Associates

200 N Corona Ave
Clearwater

TAX & FINANCIAL ADVISORS INC

2189 LOGAN ST
Clearwater

Team Stapleton

1100 4th Street North
Saint Petersburg

The Fixed Annuity Store

3490 East Lake Road
Palm Harbor

TTA Services Inc

PO Box 2632
Sarasota

United Gold Direct

2945 Townsgate Road

United Planning Group

6710 Professional Parkway West, Suite 305
Sarasota

USAA

9800 Fredreicksburg Rd

Virginia Debt Consolidation

440 Central Avenue

Walter S Sanders & Associates

16528 North Dale Mabry Highway
Tampa

wefixstudentloans.com

Saint Petersburg

Wheeler Wealth Management

11030 49th St N
Clearwater
Palm Harbor Zip Codes

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