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Over 276 reviews for
Palm Harbor Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Palm Harbor

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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You have money in the bank and gas prices are down, but are you financially fit?

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If you think it’s too early to think about tax season, think again.

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Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Financial Advising reviews in Palm Harbor

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors 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!

1st Response Bail Bonds

3110 1st Ave N Ste 6
Saint Petersburg

A New Approach Financial Planning

9040 Town Center Parkway, Suite 111-B
Lakewood Ranch

A Plus Accounting/Business Brokerage

9533 104th Ave. N.
Seminole

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

Accelerated Benefits

5880 Venture Drive

AER Enterprises, LLC

1914 Stanfield Drive
Brandon

Affordable Bankruptcy Law Firm

2401 W Kennedy Blvd, #201
Tampa

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

American Senior Financial Inc.

2200 Seven Springs Blvd
New Port Richey

Apex Financial Solutions

14499 N Dale Mabry Hwy
Tampa

ART JANES INSURANCE INC

815 B Cypress Village Blvd
Sun City Center

ASAP Tax Service

36805 STATE ROAD 54
Zephyrhills

Beacon Asset Management, Inc

16514 N Dale Mabry Hwy
Tampa

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

Camelot Wealth Management LLC

120 State St E Ste 102
Oldsmar

Cardinale Financial Group, LLC

3914 Flatiron Loop
Wesley Chapel

Center for Student Debt Reform

1755 16th street south
St Petersburg

Christopher Ligori & Associates

117 South Willow Avenue
Tampa

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

CP Royalties

301 W Platt Street, Suite 201
Tampa

CPA FINANCIAL SOLUTIONS

6371 Business Blvd
Sarasota

Credit Card Builders

13571 Linden Drive
Spring Hill

Credit Prosperity LLC

2803 W. Busch Blvd
Tampa

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

Dean Haran CPA

2830 Blueslate Court
Land O Lakes

Digital Payment Systems

17961 Hunting Bow Circle
Lutz

Dion R. Hancock, P.A.

238 East Davis Boulevard #306
Tampa

DIVERSIFIED HOME MORTGAGE

3325 W BEARSS AVE
Tampa

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

EZ Tax Solutions Inc

2975 Bee Ridge Road Ste D
Sarasota

F.A.T. Freedom

4/41 Meinzinger Ave.

Famiglio and Associates

1634 Main St
Sarasota

Fast Taxes & More

1327 10th St E
Palmetto

FDR Financial

5327 Commercial Way Suite B106
Spring Hill

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

Florida Mortgage Authority

1147 Linwood Loop
St John's

Freyman CPA, P.C.

57 Washington Ave

Garrison Asset Management

5323 Bayshore Blvd

Gersbach Insurance and Financial Services Inc

3237 Tyrone Blvd N
Saint Petersburg

GOODFRIEND FINANCIAL SOLUTIONS

17843 Murdock Circle
Port Charlotte

Grace House of Tampa Inc.

13315 Orange Grove Dr
Tampa

Guardian Angel Financial Services, Inc.

1724 Open Field Loop
Brandon

Home Financing by Sharine - Commerce Mtg

20803 Biscayne Blvd.
Aventura

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

just in auto care

433 crosby court

JW Insurance Group

3956 Town Center Blvd
Orlando

KEMPTON FINANCIAL GRP LLC

5322 Land O Lakes Blvd
Land O Lakes

Kids Invest Usa Inc

3720 1st avenue N
Saint Petersburg

Knox & Womack

Lake Wales

Lahm Insurance and Financial Services

1380 Palmetto Street
Clearwater

Law Offices of James J. Altman

5614 Grand Blvd
New Port Richey

Lee M. Rubin CPA CFP

301 S Macdill Ave
Tampa

Lendinero

848 Brickell Ave 603
Miami

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

Loably Financial LLC

15218 E Pond Woods Drive

Lost Angels International, Inc.

1170 Peachtree Street NE

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

Mark Gray Financial

1808 James Redman Parkway #203
Plant City

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

Medicaid Assist

PO Box 8087
Lakeland

Medicare and Financial Services

20114 Indian Rosewood Dr
Tampa

Medicare Information Project

7242 33rd Ave. N
St Petersburg

Merrill Lynch Wealth Management

1401 Manatee Ave Ste 700
Bradenton

MET LIFE

4211 W BOY SCOUT BLVD
Tampa

MetLife

4211 W, Boy Scout Blvd Suite 700
Tampa

Mintco Financial

4102 W Linebaugh Ave Ste 202
Tampa

MMS Wealth Management

2511 Seven Springs Blvd
New Port Richey

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 Start Business Consultants Inc

400 N Ashley Drive
Tampa

NEW YORK LIFE INSURANCE CO

3109 W Dr Martin Luther King Jr Blvd Ste 300
Tampa

Opinicus Wealth Management

1771 Manatee Avenue West, Ste. B
Bradenton

ORR FINANCIAL

13902 N DALE MABRY HWY
Tampa

P & R SECURITIES

292 ALT
Palm Harbor

paramount Debt Consolidation

552 South Fort Harrison Avenue

Paramount Financial

15173 Newport Rd.
Clearwater

Parekh, Commons & Co

2700 East Bay Drive
Largo

Pasco Business Services

2835 US 19
Holiday

Paul Balog

31177 US 19 N 1201
Palm Harbor

Peace Wealth Management Inc

13201 Walsingham Road
Largo

Perfectly Balanced Books

801 WEST BAY DR STE 512
Largo

prestige Vip Services inc

1585 dorgali drive

Profits and Gains

2607 Windguard Circle
Wesley Chapel

Prosperity Wealth Advisors, Inc.

3030 North Rocky Point Dr. West
Tampa

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

Rebound trading system

318 Stone Briar Creek Drive

Retirement Planning Services

18108 swan lake drive

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

Robinson & Company

4380 Commercial Way
Spring Hill

RTI INSURANCE SVC

6371 BUSINESS BLVD
Sarasota

SafeGuard Investments LLC

11204 Clayridge Dr
Tampa

Saint petersburg Credit Repair

111 2nd ave NE
Saint Petersburg

Scarr Insurance Group

8200 113th Street N
Seminole

Security National Mortgage Company

3630 West Kennedy Blvd Suite 102
Tampa

Sickle Hunter Financial Advisors

4511 North Himes Ave
Tampa

SLP Home Investments, LLC

4021 21st Avenue North
St. Petersburg

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota

St. Pete's Back Tax Advisors

200 2nd Avenue South
St. Petersburg

Stacy Kitchell, Kitchell Group of Keller Williams

5020 W. Linebaugh Ave., #100
Tampa

State Insurance Agency

2455 Tamiami Trail
Port Charlotte

Stewardship Financial Group

8910 N DALE MABRY HWY 8
Tampa

Student Loan Consultants

1755 17th street south
St.Petersburg

Successful Portfolios

611 Druid Road East
Clearwater

Surfside Insurance & Financial Services

2980 S McCall Rd Ste E
Englewood

SYNOVUS MORTGAGE CORP

1999 RINGLING BLVD
Sarasota

Tampa Bay Accounting and Associates

1259 S Myrtle Ave
Clearwater

Tampa Bay Newspapers

9911 Seminole
Seminole

TAX & FINANCIAL ADVISORS INC

2189 LOGAN ST
Clearwater

Team Stapleton of VanDyk Mortgage Corporation

1100 4th Street North
Saint Petersburg

The Fixed Annuity Store

3490 E Lake Rd
Palm Harbor

The Mutual Fund Store

6151 Lake Osprey Dr.
Sarasota

The Mutual Fund Store

970 Lake Carillon Drive, Suite 313
St. Petersburg

The Mutual Fund Store

2090 Badlands Dr.
Brandon

Thomas Ciccones' Business Consultant Entrepreneur

1135 North Wickham Road
Melbourne

TRS Planning & Mentoring Group

7076 Mariner Blvd
Spring Hill

Truly Yours Wedding Co.

3005 Yorktown Street
Sarasota

TTA Services Inc

PO Box 2632
Sarasota

United Gold Direct

2945 Townsgate Road

United Planning Group

6710 Professional Parkway West, Suite 305
Sarasota

Virginia Debt Consolidation

440 Central Avenue

VNMutual Solutions Inc

1 Lincoln Centre

Walter S Sanders & Associates

16528 N Dale Mabry Hwy
Tampa

Washington Mutual

18167 US 19 Hwy N. Ste. 180
Clearwater

wefixstudentloans.com

Saint Petersburg

Women's Wealth Advisor

3060 Palm Harbor Blvd.
Palm Harbor

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