Address: 1646 W Snow Ave Suite 144, Tampa, FL 33606, USA
Phone: +18133216423
Sunday: Closed
Monday: 9AM–5PM
Tuesday: 9AM–5PM
Wednesday: 9AM–5PM
Thursday: 9AM–5PM
Friday: 9AM–5PM
Saturday: Closed
Armando Travieso
James helped me with questions I had about 529’s. He helped me clear my thoughts and now I have a better understanding. Thank you very much
Logan Steege
What began as a new investment strategy, gradually became a valued friendship and space to discuss just about anything with an intelligent and charismatic human being. It’s not so much the investment tool as it is the interactions and relationship you have with your advisor. I would choose Travis with Hunter Sickle every time, no other company has even come close.
Margaret St. James
Even as an older woman without a great deal to invest, I was treated with the same interest and respect as if I had hundreds of thousands to invest. As my life circumstances change, my advisor, James Baskey, directs me to investments that suit my investment risk comfort zone. And I am pleased with the results!
Jay Snaric
I had a complicated issue with an IRA that they were able to help me rectify. They were knowledgeable, accessible, and kind throughout the entire process. I will not hesitate to immediately call upon them again when I have a pressing financial issue. I highly recommend!
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Yes.
Yes, we offer free consultations online to learn more about how we can help you reach your goals. Just let us know what works best for you.
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