Florio Wealth Management, LLC
About the Business
Florio Wealth Management, LLC is a finance institution located at 8200 Seminole Boulevard, Seminole, Florida, United States. With over 15 years of experience, we provide professional financial planning services ranging from retirement planning to personal financial planning. Our state-registered wealth management firm, owned and operated by James Florio, a seasoned fiduciary and investment advisor representative, is dedicated to helping you create, protect, and manage your wealth with confidence. Our services include retirement-focused financial planning, estate planning, and personal financial planning, all aimed at helping you reach your financial goals. As fiduciaries, we prioritize our clients' financial interests and are committed to providing expert guidance to ensure a secure financial future. Contact us at (727) 291-8851 to speak with a fiduciary financial advisor and learn more about how we can help you achieve your financial goals.
Location & Phone number
8200 Seminole Blvd, Seminole, FL 33772, United States
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
Reviews
"Personal and Friendly approach to investing. And they always answer the phone!!!"
"I've been with FWM only a short time but have already seen excellent results. Top notch."
"It has been a pleasure working with Jim. My husband and I are able to retire at 60 because of the financial plan created by Florio Wealth Management. Also, Florio Wealth Management takes their fiduciary responsibility seriously. There were several times Jim steered us away from an investment that would have been in his best interest but not ours. Integrity like that is rare to come by these days."
"James Florio and James Blasser are a great team that helped my wife and I to stay on track in retirement. They are patient and truly concerned about individualizing a plan and customizing it based on your wants and needs. They are very honest and don't try and sell you. They are great listeners who will put their time in your plan. We highly recommend that you set up an appointment with them and hear what they can do for you."
"It was great to work with Jim as I reinvested my retirement. He was incredibly helpful and knowledgeable. Thanks Florio Wealth Management team"
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