Cortez Wealth Management
3935 Tampa Road, Oldsmar, FL 34677
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Cortez Wealth Management is a leading financial institution located at 3935 Tampa Road in Oldsmar, Florida. With a team of experienced financial advisors, Cortez Wealth Management provides personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Cortez Wealth Management offers comprehensive financial solutions tailored to each client's unique needs. Trust Cortez Wealth Management to guide you towards a secure financial future.
Reviews
"This is a great company. They sincerely cared about giving us the best financial advice. Thank you Carlos for showing us a new and exciting way to invest for our retirement. We are excited to work with you!"
"Carlos Cortez and the team at Cortez Wealth are fantastic. Carlos has a truly relevant and informed viewpoint on the global financial landscape and has provided sage advice to my family to position us in secure investments during these challenging times. Carlos is not your route / run of the mill advisor who parrots tired industry lines, engineered to have you go bankrupt and profit the establishment. I would wholeheartedly recommend the Cortez Wealth Management team to anyone seeking sound, transparent financial direction."
"Carlos Cortez & his team are outstanding! Carlos has taken his time to ensure that my retirement funds are protected & positioned for growth during this highly volatile time. Everyone I have spoken to is patient & professional. I would highly recommend Cortez Wealth Management!"
"I was introduced to Carlos nearly 5 years ago along with his use of Assetlock money managers. Since that time, he has introduced multiple tailored strategies to protect and grow wealth. My families' needs have changed many times since our initial contact, and he has been a great advisor the entire journey. I am even more impressed by his attention and constant communication when he thinks he can help. ( A quality most advisors lose once they receive your money to invest). Keep up the great work Carlos and Raz. Thanks."
"I met Carlos Cortez a bit more than one year ago at a seminar regarding retirement and Social Security benefits. It was very informative, I learned a lot, I was impressed and set an appointment with him for a financial review of my situation. After that review I had Cortez Wealth Management handle my investments and retirement funds. I have had great results, in spite of the challenges our country has faced with Covid-19. Carlos is very responsive in communicating with me, respectful of my time and has been providing excellent financial results for me."
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