Palm Harbor Financial Planners

in Palm Harbor, FL

144
Financial Planners are
in Palm Harbor

18
Financial Planners in Palm Harbor
are top rated

A
Rated by
FRANCES C.
"I had my retirement funds in various
,s and 401K 's with really no practical rationale except that they did good over time. I just turned 60 and knew that" I had to get it in focus to make sure my wife and I had enough to hopefully live on in our retirement years. I wasn't sure my portfolio was worth the time of a financial planner, but I saw that Mr.
advertised that he would work with anyone and he would charge by the hour or as a percentage of your portfolio. I called him, made an appointment and we talked for an hour. I found out that he wasn't into just getting my money somewhere, he was genuinely concerned about our COMPLETE financial situation so he could give us the best advice he could. I originally just meant to have him look over my various funds and advise where to put them (which he did very well) but he also spent some time going over rational planning for retirement and making sure that we had a decent emergency fund and how to get things paid off to make sure we owed very little when I would retire. He helped me realize that 80% in stocks was not a good idea at my age and he also explained the advantage of
index funds that were low cost and follow the
instead of flashy funds that do good for a while and then die (and I had two of them over 20 years and had already watched them go high and then drop.) This is the same philosophy that I've read about and that
Buffet advocates. He put me and my wife on an even
, showed us what we could expect in the future and what we need to do to make sure we would have some kind of retirement. It won't be great, but we should have enough to live close to what we have now. And he indicated that he really likes to start with people that are young and are just starting out so he can help them with family financial planning right from the start, even with very small amounts of money. But, the tradeoff is that he is completely independent and charges for his services up front. He is not free because he doesn't get any kickbacks or percentages form your investments. But, from what I can tell so far, he was a straight shooter that gave me both the bad news and good news up front. And when I am ready to fully retire in a few more years I will be calling him back for further advice to finalize my retirement options.
N
Rated by
John H.
"I was having trouble getting my finances in order and so I was referred to
by a friend of mine. He told me that
offered a free initial" consultation, and that if anyone could help me through this mess, it would be them. I hadn't filed taxes in some time, I kept receiving letters from the IRS, and others, and I was at the end of my rope. Rui
at
walked me through the entire process for getting this behind me. He looked over my entire financial picture and he provided me recommendations on many fronts, many of which I'm in the process of implementing. In addition to resolving my tax situation, I have also increased my cash flow by saving money on insurance. The next step is to start saving some of that new found cash flow for retirement. I have to admit, when finances get out of hand, it can be scary, but I'm glad that I was referred out to
. He put me at ease from the start, and was non judgmental. I recommend
.
A
Rated by
Bonnie S.
"Both
and her Senior Administrator,
, are extremely professional, knowledgable, and personable. we've been with
" for the past 5 years and couldn't be happier with the service. We trust both
and
completely.
stays on top of our finances with regular reviews and provides wise advice and guidance. She gets to know her clients, their needs and wishes, and advises accordingly. It's a wonderful feeling knowing she is looking out for us.

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Financial Advising reviews in Palm Harbor

A

Rating
We were looking for someone for 10 years, and everyone I took my husband to, he would turn down. She is the only one he approved of. She is an expert in the industry. She is knowledgeable about all the products out there. She oversees all of our investments and understands the risk in certain issues and how we need to position ourselves so we can reach our goals. She is very conscientious.
- Chris K.
A

Rating
Excellent.
We have been working with
Palm Harbor Financial Planners Provider Name Locked
D'
Palm Harbor Financial Planners Provider Name Locked
for over 3 years and on various different tax related work.
He has been assisting us in all aspects of tax planning and is always available to answer questions during the process.
His professionalism, knowledge and attention to detail has been very beneficial in our planning and preparation.
Palm Harbor Financial Planners Provider Name Locked
D'
Palm Harbor Financial Planners Provider Name Locked
's level of client service and respect is unmatched in our experience. We look forward to continuing to the relationship.


- jill G.
N

Rating
When you look for help managing your estate, you want to feel safe in sharing financial information.
Palm Harbor Financial Planners Provider Name Locked
and Kaeri of
Palm Harbor Financial Planners Provider Name Locked
, are honest and have only your best interest at heart. They guide you step-by-step through the pitfalls of passing wealth to the next generation.
They communicate on a regular basis, informing you of income tax changes that may affect you, they advise you of more beneficial investment vehicles to save/grow your hard earned dollars, and ways of handling IRAs and 401K withdrawals.
They've saved us money in income tax fees and have given us a feeling of security which is priceless.
- Lauren B.
A

Rating
I've had other investment advisers before but her knowledge exceeded any of them that I had before. I have a little bit of knowledge of it myself but hers was very good. The price was great. I'm already scheduling another appointment with them.
- Ken H.
N

Rating
They walked me through the whole process. First meeting and gathering information Completing all documents, making corrections if needed Filing all documents Keeping me fully updated on dates or any changes The are the firm I would go to first as well as refer any family or friends to
Palm Harbor Financial Planners Provider Name Locked
Firm's incredible team.
- Caesar E.
A

Rating
He has done our taxes and we are thinking of him doing our financial planning. He does a really good job. He listens to you and he is friendly. He is conscientious. If you do not get your taxes in by a certain day then it can be done by April 15th. It concided with people who send in docuemts in the last minutes. I like him and I can always rely on him to do what he says he is going to do.
- Sharon J.
N

Rating
They were very professional and helpful explaining every step of the way.I'm so happy with the whole
Palm Harbor Financial Planners Provider Name Locked
team that they now do all of my bookkeeping for my company and handle my taxes. I highly recommend them.
- casey S.

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

2025 Delaware Ave

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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