Keywords: establishment,finance,point_of_interest

Sequoia Financial Group - Tampa (FL)

Address: 🏡 1410 N Westshore Blvd #410, Tampa, FL 33607
Phone : +1 (888) 225-3777

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJdQZWvPjCwogRkV93GSijGBg

Others Near Tampa,FL

Mintco Financial - Tampa
Karen Gawronski: Fortunately for me as I struggled with the barrage of information regarding my approaching medicare enrollment several years ago, someone I trusted directed me to Lloyd at Mintco. When we met, he explained my options so clearly, it was easy to make a decision. We discussed and arranged some other insurance options relevant to my situation. He was informative, professional and helpful with a friendly demeanor. His services for that did not cost me anything! Every fall Lloyd connects with me to check if my policy is still the best fit. Although the main focus of the firm is financial management, he takes the time to call me and ensure I have what I need. He is a well trusted advisor whatever the level of your needs. Thank you Lloyd!
First Command Financial Advisor - Abby Randall - Tampa
Marissa G.: Abby is so incredibly helpful! She visited my ROTC class back in the fall and since then I have been meeting with her to build a well rounded financial portfolio as I kickstart my career in the Army. She is so sweet and easy to talk to and very helpful when answering all of my questions! I highly recommend her to anyone looking to become more financially confident.
Argentum Financial, LLC - Tampa
Tee W: I paid off my car today and had to thank everyone at Argentum for an awesome experience! First they gave me a loan on my dream car with bad credit. Then when I fell ill and could no longer work they were there for me offering suggestions and solutions. Last but not least their customer service team is always fun and uplifting I just never dreaded calling them for anything! No matter who I talked to they made me smile and laugh. I even asked if I could get another loan through them! Lol apparently it doesn’t work that way but they helped me build my credit so that I’m very grateful for. Thank you ladies and gents keep up the amazing job!
Grow Financial Federal Credit Union: Downtown Tampa Store - Tampa
Jessie Stehlik: Morgan was absolutely amazing and handled all of our needs brilliantly. We had just left a pretty harrowing experience at Bank of America, but he completely turned our day around. So happy to be members!
Homeowners Financial Group - Tampa
Alex Poo: There are no words to describe Dianas attention, dedication, mastery of activity, and professionalism. At every step of the buying process, she explained all the details to me, making the process easy to understand, even when it was the first time I bought a home. Focused on every detail, always looking for the best for his client as if it were his own home. Without a doubt, if I were to buy another house, I would contact her without a second thought. You have all my recommendations. Keep doing that great job Diana. A million thanks from me and my family.
Oxford Advisory Group - Tampa
Delaney Mathews: The Tampa office of Oxford Advisory Group exceeded my expectations. I appreciated how attentive and knowledgeable their advisors were—especially when it came to navigating market changes and securing my future. They made a complex process feel simple and gave me peace of mind. Great team and solid service!
Good Life Financial Advisors of Tampa Bay - Sun City Center
John Fletcher: John Fletcher, a former Navy SEAL turned financial advisor, has been guiding individuals and families toward a secure and fulfilling retirement since 2001 through his role as Managing Partner and Lead Advisor at Good Life Financial Advisors of Tampa Bay. His unique background and disciplined approach make him a standout in the financial planning industry. With over 24 years of experience in financial services, John brings a comprehensive and client-centered approach to retirement planning. His philosophy emphasizes independence, allowing him to prioritize client needs over corporate agendas. By partnering with LPL Financial, he offers tailored investment strategies that empower clients to make informed decisions about their financial future. His process is methodical, focusing on clarity and confidence, helping clients navigate complex financial landscapes with ease. Many clients appreciate his ability to simplify intricate financial concepts, making retirement planning accessible and stress free. John’s time as a Navy SEAL profoundly shapes his work ethic and client interactions. The principles of discipline, service, unity, and integrity—core values from his military service—are evident in his commitment to providing professional, transparent, and independent advice. Clients frequently praise his integrity and dedication, noting that he treats their financial goals with the same seriousness and focus he applied to his service in the military. This disciplined mindset ensures that every plan is meticulously crafted, with an emphasis on long-term success and stability. Since founding Good Life Financial Advisors in 2019, John has helped countless individuals achieve their retirement dreams. Clients highlight his ability to instill confidence through personalized strategies that align with their unique goals. His experience at large Wall Street firms before transitioning to an independent model gives him a broad perspective, enabling him to offer solutions free from corporate constraints. Reviews often mention his genuine care for clients’ well-being, fostering trust and long-lasting relationships. His focus on comprehensive financial planning ensures that all aspects of a client’s financial life—investments, insurance, and retirement—are seamlessly integrated. John Fletcher combines the rigor and integrity of a Navy SEAL with the expertise of a seasoned financial advisor, making him an exceptional choice for those planning for retirement. Since 2001, he has dedicated himself to helping clients live “the Good Life” by providing independent, principled, and comprehensive financial guidance. For individuals seeking a trustworthy partner to navigate their retirement journey, John Fletcher’s disciplined approach and client-first mentality make him a highly recommended advisor.
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