Angeloni Tax Advisory Group

A 15 Reviews

Founded 2003 • Angie's List since May 2010

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Licensing

Licensed
Insured
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Hours

Sunday
Closed
Monday
8:30 AM - 4:30 PM
Tuesday
8:30 AM - 4:30 PM
Wednesday
8:30 AM - 4:30 PM
Thursday
8:30 AM - 4:30 PM
Friday
8:30 AM - 4:30 PM
Saturday
Closed

Company Contact

11938 Balm Riverview Rd

Riverview, FL 33569

Description

The entire focus of this organization is client prosperity. I offer a tremendous amount of services all under one roof to help my clients in all facets of financial planning; Starting from pre-retirement through retirement and full estate and tax planning. I have access to all the experts at my fingertips and can resolve and or plan around almost any financial, insurance and estate tax issue that may be on your horizon. I work with each and every one of my clients to design a personal financial plan based on their goals and desires. Learn how to protect your life savings with our safe retirement planning. In our fast paced, ever changing financial climate, we remove the concerns our clients have about losing or even running out of money in retirement. Learn the basics or expand your current knowledge about investing. You will appreciate our conservative yet growth focused approach to your savings. Discover why estate planning is important for all sizes of estates. Our tax-advantaged or tax-free income plans Funeral Plans. Additional DBAs - Angeloni Tax Advisory Group Inc, Tax Advisory Group. Website: www.angelonitax.com...

Verified Reviews

15 Total Reviews
Reviews by Rating
A Rated
15
B Rated
0
C Rated
0
D Rated
0
F Rated
0
Read reviews by category
finance advising (15)accounting (8)
Showing 1-10 of 15 reviews
A

RATED

08/28/2019

The Angeloni Tax Advisory Group provided (a free consultation) very good advice identifying when me and my wife should optimally begin taking our Social Security Benefits....Unfortunately many people begin taking their benefits when they turn 62 and in most cases they are unaware of the optimal time to maximize their benefits. Everyone's financial situation is different and they were very helpful ...

DESCRIPTION OF WORK
Social Security Benefits - Timing Report

CATEGORY accountant,financial advisor

HIRE AGAIN? Yes

WORK COMPLETED ON 08/28/2019

A

RATED

08/25/2019

Howie and Mitch are excellent! Very thorough and explains things to my understanding. I highly recommend anyone to use their services you’ll be glad you did! We are extremely pleased. Outstanding!

DESCRIPTION OF WORK
Financial Planning

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 08/21/2019

SERVICE PROVIDER RESPONSE

Thank you for the kind words. It has been a pleasure working with you as well.
A

RATED

09/26/2018

Excellent. Very happy. At last I feel comfortable with the safety and performance of my savings.

DESCRIPTION OF WORK
Management of my retirement savings

CATEGORY accountant,financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 04/02/2018

SERVICE PROVIDER RESPONSE

Thank you [Member Name Removed], we appreciate your business.
A

RATED

05/16/2018

My experience with this firm was excellent. All my expectations were met and I now feel totally secure with my future. I would highly recommend this firm.

DESCRIPTION OF WORK
I had my taxes done and now have Howie as my financial consultant.

CATEGORY accountant,financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 05/16/2018

SERVICE PROVIDER RESPONSE

We love that we were able to help you with planning for your future!
A

RATED

01/17/2018

As always smooth and easy. Howie Angeloni has been caring for my financial affairs since 2004. I have been able to meet with him any time, at no cost, to discuss, change, or set up an account almost immediately after I call for an appointment., or on the phone at any time. The advise or guidance he has given me has been financially successful. I know very little about these things, and everything ...

DESCRIPTION OF WORK
review of and change of a retirement account.

CATEGORY accountant,financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 01/16/2018

SERVICE PROVIDER RESPONSE

You have been such a wonderful client for so long! Thank you for your kind words and referrals.
A

RATED

01/17/2018

Very professional and knowledgeable in all aspects of finances. Would recommend to anyone!

DESCRIPTION OF WORK
Tax advice and financial analyst

CATEGORY accountant,financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 12/13/2017

A

RATED

06/08/2017

Great accurate advice, he acknowledged our needs and gave us an overall plan.

DESCRIPTION OF WORK
Retirement planning advice

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 11/09/2016

A

RATED

04/19/2017

Wonderfully. Howie was very professional and asked questions allowing him to make recommendations in keeping with our retirement goals. He provided strategy options we would not have come up with on our own.

DESCRIPTION OF WORK
My husband and I are nearing retirement and had many questions that we needed answered.

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 04/12/2017

A

RATED

02/06/2017

Very well. Howie is a very nice person and very knowledeable in this field.

DESCRIPTION OF WORK
Consultation regarding financial planning for retirement.

CATEGORY financial advisor

HIRE AGAIN? Yes

WORK COMPLETED ON 01/25/2017

A

RATED

11/23/2016

Reviewed our situation and provided short and long term solutions.

DESCRIPTION OF WORK
Financial planning for retirement.

CATEGORY financial advisor

HIRE AGAIN? Yes

WORK COMPLETED ON 11/23/2016

Services Offered

Asset Management & Retirement Planning. Funeral planning.

Services Not Offered

Homeowners, health & car insurance, loans, check cashing.

General Information
Free Estimates
Yes
Payment Options
Check
Emergency Service
No
Warranties
No