We design customized financial strategies to improve your life.
Our approximately 120 financial advisors, financial professionals, and staff are part of an agency heritage that has been serving individuals, families, and small business owners since the 1930s.
We cover the three financial factors that affect your life;
One advisor as your convenient contact covering all three areas.
Our earned knowledge and experience helping clients of all ages and stages of their lifetime financial journeys can help you avoid costly first-timer mistakes.
You retire once. We help clients retire every day.
Through our affiliation with Royal Alliance Associates, one of the largest networks of independent financial advisors in the US, we can offer you resources that are often only found at large-scale financial operations due to their cost and complexity.
The Power of Independence
Our affiliated advisors are independent practitioners. They choose the markets in which they compete, manage their practice their way, and never have sales quotas. Their goal is to serve your particular needs and exceed your expectations using:
Let our experience be your advantage.
Over the years, many types of financial representatives have claimed to be a "financial advisor".
The rules defining who may use the title "advisor" changed on June 30, 2020 when a new Securities and Exchange Commission (SEC) rule went into effect (Regulation Best Interest or "Reg BI"). Since that date, the only individuals who are entitled to use the term "advisor" are those who have passed certain securities registration exams and maintain proper registration in your state. Our firm's financial advisors adhere to this new rule.
Is an advisor making recommendations about your financial journey? Ask.
Main Office: 813-287-8800 | Fax: 866-374-1995
Toll free: 800-233-7542
1511 N Westshore Boulevard
Suite 1100
Tampa, FL 33607
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
We are registered to sell securities in the following states:*
Alabama, Arizona, California, Colorado, Connecticut, DC, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Jersey, New Mexico, Nevada, New York, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington.
We are licensed to sell Insurance products in the following states:*
Alabama, Colorado, Florida, Georgia, Idaho, Illinois, Kentucky, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin.
* State securities registration and insurance licensing varies by affiliated advisor and representative.
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