Econologics Financial Advisors
About the Business
Econologics Financial Advisors is a finance institution located at 2401 West Bay Drive in Largo, Florida, United States. As a practice owner, balancing the effort it takes to build a business, create household wealth, and have time for family can be a struggle. Econologics Financial Advisors offers a Results-Based Financial Planning® system called Econologics® to help practice owners uncover the value of their hard work and live life on their own terms. Their licensed advisors provide experienced guidance and a personalized plan to help clients reach their financial goals. With a focus on practice ownership, Econologics Financial Advisors offers a unique approach to financial planning that takes into account the specific needs of each individual. Schedule a complimentary consultation with an Econologics® Specialist to learn more about how they can help you improve your financial condition and reach your personal financial goals. Advisory services are offered through Econologics Financial Advisors, LLC., a Registered Investment Advisor.
Photos
Location & Phone number
2401 W Bay Dr Suite 603, Largo, FL 33770, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I would highly recommend Econologics and Eric Gersch (my advisor) for anyone wanting a full diagnostic run on their personal and professional financial status. Using their service is a great way to get a financial check list of things you may not think of doing in a timely manner. We all get busy and can overlook important parts of our financial well being both personally and professionally. I love the structure that my program provides."
"We had struggled financially for years. After going to Econologics 2-3 day course we learned a tremendous amount of information on how to improve our finances. I was surprised at how we could get out of debt so fast without making any more money. Just knowing how to better handle your money, the best stragety to pay off debt. Their monthly counseling and advice has saved us countless amounts of money by helping us strategize. They also have been able to refer us to great companies to help us achieve the goals they set for us. We absolutely love them and recommend them for any small business."
"My husband and I have been with our Econologic financial advisor, Eric Gersh, for almost a year now. Eric is a real professional and is a true guide for us in our financial road to success. He has held us accountable on our end to do what it takes and is also easy to talk to and work with. He has been a blessing to us and we are grateful for his time and expertise. I would highly recommend him."
"Econologics has taken my financial game to the next level. While I was doing very well for myself, I felt like something was missing. I heard Eric Miller speaking at a national conference and I could tell he knew his stuff. I was 100% on. The Econologics team interviewed me to understand my personal and financial goals. We came up with a plan that started with how my wife and I would have certain policies and procedures. We discuss monitoring and achieving business goals, planning for income during retirement, eliminating any debt at an accelerated rate, re-evaluating estate planning, reducing tax burden in a safe and proper way, reviewing our asset protection plans, and finally planning our investments. There is also a seminar and practice evaluation that make the upfront fees well worth it. My confidence in my finances was good, but now I'd say it is at an all time high. My retirement goals have been met in a few short years. I want to thank Eric and everyone at Econologics for helping financially guide me the last few years."
"We have been working with Econologics Financial Advisors, specifically advisor Josh Abrahamson, for the last 3 1/2 years with great success. As married veterinarians, our training was so much more medical than ever business or financial planning! They have systematically turned around our entire financial picture and are helping us get ready for a wonderful retirement after four decades of service and care for our patients and clients. We couldn't have done this without them and only wished we had done this sooner! Their system appeared overwhelming at first, then I realized that they had everything well organized and easy to enter and follow; initial, in depth evaluations are repeated annually to check progress and very clear objectives and goals are listed for our specific situation. I meet monthly with Josh for excellent coaching and feedback now and truly feel that he represents the company well and our interests even better. We are in a completely different financial state now after a tough pandemic and several big changes at the end of our careers. Econologics has been up front and honest with us about our situation and have had excellent ideas for how to navigate this financial phase of our lives. Their officers and staff are top notch and very willing to help with any of our needs or challenges. From constant video tutorials and lectures to business referrals to amazing hand-holding and advisement at times, I am so glad that we chose to work with them and the results have been truly amazing for us. I honestly think it would be worth your time to speak with them about your situation and how they can help you. I would be very happy to speak with anyone interested in more information about how they have helped us reach our goals and dreams."
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