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Waters Wealth Management

(29)

Corporate Retirement Plan Consulting, Services, Estate, Charitable Giving & Trust

“Bill helped me position our portfolio with the values I felt would be the most important going forward (water, food, power) and helped me structure financially for my retirement at 65 with some guarantees.”

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Kauffman Jay E

Industries, Services For Individuals, Tax Services

“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”

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Trudy A. Taylor, CPA

(7)

Quickbooks Training, Business Bookkeeping, Tax Consulting

“I just called to retain Trudy's services again since she was so helpful before, only to find out that she is slammed with work and isn't taking on new business clients.”

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Advanced Capital Management

(9)

Retirement Planning, Annuities, Federal Employment Benefits

“As I am not not very trusting with turning over my money to anyone, John stayed diligent looking for the right Investment for me, after many calls from John and many suggestions he came up with a investment that I liked.”

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Diamond's Luxury Credit

(12)

Taxes
Credit Repair

“Omg where do I start Diamond Brown has changed my life everything I've dreamed of having in life is falling in place now thanks to her Credit repair service in less than two weeks I was well over half way too being in the 700 club never once did I ha...”

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Mangrove Financial Group

(8)

Planning

“Recently introduced to Joel Martin at Mangrove Financial Group, however it was immediately there after that I began to grow to respect for his business knowledge, acumen for investments and planning as well as his integrity as an active member of thi...”

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Longview Wealth Advisors

(3)

Financial Markets
Financial Advisor

“He has a long and diverse background in the financial markets which gives him the “Big Picture” insights necessary to make great decisions.”

Featured

How to Assess the Value of an Estate 1. Select the date of calculation. Because values move up and down, you need to set a specific date for a valuation. 2. Determine the assets comprising the estate. This asset list should include everything an individual owns or has ownership interests in. 3. Gather all financial statements as of the date of calculation 4. Calculate deductions. Subtract any debts from the total value of assets. For the decedent, this may also include any regular bills that may be due (e.g., utilities, medical expenses, etc.), charitable gifts, and state tax obligations. Please consult a professional with estate expertise regarding your individual situation.

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Bayview Private Wealth South

(2)

Personal Wealth Management, Business Wealth Management, Military Wealth Management

“Bayview Private Wealth South provided me with expert advice, personalized recommendations, and excellent communication throughout the process.”

FAQs

Do you have an account minimum?

In order to fulfill our promise to be a boutique firm that can give specialized attention to your family, we limit the total amount of families we work with. That way, we can address details when it comes to the challenges facing you and your family. Our household minimum of $500,000 means that each family must possess $500,000 of investable assets for us to manage in order to have an ongoing relationship. For clients of the St. Petersburg office, there is no household minimum.

How will I be informed of how my investments are doing?

After becoming a client you and your advisor will agree to a review schedule that will be regularly followed and can be either in-person or virtual. Through your Fetch client portal you will have 24/7 access to reviewing balances, running performance reports for any time period as well as viewing activity. You will receive customized reports based on feedback you provide your advisor in determining what YOU want to see on a report, instead of a generic template most large companies offer. We will also periodically communicate with you by e-mail, phone call or text regarding portfolio or economic updates.

If I need to make a withdrawal from my investments, how long does it take to get my money?

In most cases depending on the investment type, a withdrawal request can be processed and arrive in your bank account in 2-3 business days. This of course is also dependent on your financial institution and their processes.

This information can be found on the FAQ page on our website.

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Wells Houser & Schatzel PA

(1)

Accounting and Auditing, Consulting and Advisory Services, Tax Planning and Preparation

“I would highly recommend the professionals at Wells, Houser & Schatzel PA for any of your tax filing or accounting needs.”

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Bayshore Retirement Solutions

Tax Planning, Empowering Women, Generational Vault

“Bayshore Retirement Solutions serves St. Petersburg, FL and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, securit...”

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Lisa Smithson & Co

Litigation Support Services, Assurance Services, Small Business Solutions

“At ls and company, we manage various commercial properties throughout the Tampa Bay area including office buildings, industrial warehouse space, and retail space.”

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Koch Financial Services

(4)

College Planning, Retirement Planning, Investment Services

“Koch Financial Services is a top notch financial planning agency.”

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LPL Financial

(1)

“Great service and knowledge.”

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Sean Goodrich - Raymond James

(1)

“Great Organization!”

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McMillion Financial Group

(1)

“She has given me the best advice and I have recommended her to several people who have been extremely satisfied with her services.”

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Freedom Financial Planning

“St. Petersburg | Financial Planner — Freedom Financial & Business Planning, LLC facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck”

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Treysta Partners

“Treysta Partners provides best-in-class affordable performance improvement, technical assistance, management consulting and business advisory services to small-to-medium size family and privately-owned manufacturing companies. We work with business o...”

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Align Wealth Management : Financial Planners, Wealth Retirement

(2)

Wealth Management Services, Employer Services

“I have always enjoyed the insurance and banking I have been using with them, and I will continue to recommend it to any friends.”

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Bruce Cook - Raymond James

(1)

Services, Services

“Great service”

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Deidre Fernald, CFP

(3)

Future
Questions

“She has patiently walked us through all our personal finances, helped plan for our future and consulted and supported us in our own business ventures.”

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Dynasty Financial Partners

(2)

“Dynasty is an amazing place to work and wonderful people supporting some of the best independent financial advisors in the industry.”

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Werner & Company, PA

Virtual CFO Services, Business Consulting Services, Taxes and Financial Planning

“We provide virtual tax and business services, where there is no need to visit our office - unless you want to. Our friendly staff is happy to arrange meetings over-the-phone or with your video conferencing app, or in person at our downtown St. Peters...”

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Delucia CPA

(2)

“As our business grows and our needs get more and more complex, we can lean on Ally and Michael to make smart recommendations on how to structure our books and file our returns.”

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Mitch Hernandez Accounting and Tax Services

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Average Cost	$3685
Minimum cost	$1229
Maximum cost	$10440
Avg Per Hour Rates	$369

Best Financial Advisors in Saint Petersburg, FL

The highest-rated Financial Planning & Wealth Management companies out of 103 vetted & reviewed in the Saint Petersburg area.

Waters Wealth Management

Kauffman Jay E

Trudy A. Taylor, CPA

Advanced Capital Management

Diamond's Luxury Credit

Mangrove Financial Group

Longview Wealth Advisors

Bayview Private Wealth South

Wells Houser & Schatzel PA

Bayshore Retirement Solutions

Lisa Smithson & Co

Koch Financial Services

LPL Financial

Sean Goodrich - Raymond James

McMillion Financial Group

Freedom Financial Planning

Treysta Partners

Align Wealth Management : Financial Planners, Wealth Retirement

Bruce Cook - Raymond James

Deidre Fernald, CFP

Dynasty Financial Partners

Werner & Company, PA

Delucia CPA

Mitch Hernandez Accounting and Tax Services

Retirement Planning and Investment Management Services in Saint Petersburg, FL Cost Estimates

Why these companies made our list

Wealth Management Advisors near Saint Petersburg

Popular in Saint Petersburg