Broker Check

Why Tampa Financial Group

Independent Financial Planning Firm

Tampa Financial Group is an independent financial planning firm. An independent financial advisor works for you, not for a bank or an insurance company. As an independent firm, we provide advice that is based only on your situation, and not influenced by what a large financial institution may want you to do with your money.

Financial Education and Experience 

We have the education and experience that is necessary to serve you properly. The Certified Financial Planner Board of Standards, Inc. awards the CERTIFIED FINANCIAL PLANNER™ certification to individuals who have met rigorous education, ethics, and experience standards, and have successfully passed a comprehensive, two-day, ten-hour final exam. And we have been helping clients with their financial planning, investment, and insurance needs for more than 15 years now.

Ongoing Client Service

We value our client relationships, so we continually strive to deliver the best service possible. We will be proactive about making regular contact with you, we will follow through on important details, and we will respond quickly to any questions or requests that you may have.

Services and Products

We offer Financial Planning, Wealth Management, Investment Services, Insurance: Life, Disability, Long-Term Care and Health, IRA’s and 401(k) Rollovers, 529 Plans and College Savings Accounts, 401(k)s, Retirement Plans, and Group Benefits for small businesses. We have the ability to work for clients on either a fee or a commission basis, depending upon the preference of the client.

Gold Winner for Financial Planners

We were chosen as the Gold Winner for Financial Planners in the Tampa Tribune’s “Best of North Tampa” Reader’s Poll 2012.*

Best in the Biz

We scored within the top 5 for "Favorite Financial Advisor" in the Tampa Bay Business Journal's Reader's Choice Awards 2012*

*The Gold Winner for Financial Planners and "Favorite Financial Advisor" are determined based on the number of reader responses and are not based upon any other criteria.