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Advanced Wealth Planning Group

Advanced Wealth Planning Group

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Open 9:00 AM-5:00 PM now
5401 W Kennedy Blvd Ste 460, Tampa, FL 33609, USA Get Directions

5.0

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SUMMARY   Services Excellence Summary

Armand is my name and I work as a Financial Advisor at NBC Securities, Inc. Rob, my business partner, and I make up the Atkinson-Alvarez Team. Our clients are guided by the best financial planning/wealth management technology and tools available. We pride ourselves on using these powerful, up-to-date tools. Our wealth planning and investment experience will be applied to offer comprehensive solutions for individuals, families, and business owners. Our philosophy is to use a structured approach to managing money. This includes a thorough process that's based on intellectual rigor, discipline, and a solid foundation. We have years of experience in the industry and we are dedicated to being certified financial planners (CFP(r).) professionals. We may also manage clients' money as discretionary fiduciary advisers, if applicable. Our wealth management approach is personal. Our approach to wealth management is personal. We begin by getting to know you and your family and what you are most passionate about. Then we build trust and a relationship.

 

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Advanced Wealth Planning Group Reviews: 5. Average Rating: 5.0
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