Tampa / St. Petersburg financial planners

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Tampa / St. Petersburg financial planners
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Below are Tampa / St. Petersburg financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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   Tampa / St. Petersburg financial planners
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Bradley S Davidson Tarpon Springs, FL
BA - Ohio State University Spring, 87 (click for more info)

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Tampa / St. Petersburg Financial Planners
NOT registered with MedLawPlus.com®

Douglas P. Hanke   (credentials)
Florida Financial Advisors, Inc.
330 West Bearss Avenue
Tampa, FL 33613-1228
Phone: 813-961-5926
Email: cbott@floridafinancialadvisors.com
URL: www.floridafinancialadvisors.com
Mindy Klein DeVane   (credentials)
DeVane Financial Advisors
P.O. Box 16626
Tampa, FL 33687
Tel: 813-988-3453
Toll-Free: 866-988-3453
Email: info@devanefinancial.com
URL: www.devanefinancial.com
Elizabeth (Liza) Campa-Flanagan   
Raymond James
321 North Indian Rocks Road, Suite F
Belleair Bluffs, FL 33770
Phone: 727-585-1212
Toll Free: 888-587-1212
Email: email
URL: raymondjames.com/lizacampaflanagan
Jodi Perez   (credentials)
Strategic Financial Services, Inc.
5111 Ehrlich Road
Tampa, FL 33624
Tel: (813) 908-2701
URL: strategicfinancialfl.com
 

General types of issues handled by financial planners:
  • Explaining various tax deferred options
  • Selecting investments that match your desired risk level
  • Diversification and other risk reduction strategies for your investment portfolio
  • Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
  • Estate planning
  • Retirement planning
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