AVID Planning 360 Central Avenue, St. Petersburg, FL 33701
About the Business
AVID Planning is a finance institution located at 360 Central Avenue in St. Petersburg, Florida, United States. They specialize in providing comprehensive financial planning services to individuals and businesses, helping clients achieve their financial goals and secure their financial future. With a team of experienced financial advisors, AVID Planning offers personalized investment strategies, retirement planning, estate planning, and more. Their dedication to client success and commitment to excellence sets them apart as a trusted partner in financial planning.
Location & Phone number
360 Central Ave # 1410, St. Petersburg, FL 33701, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Jack and David are extraordinary planners. I have been with them for many years and I am in a wonderful place financially because of their expertise. I highly recommend them to everyone."
"We feel so well cared for by these knowledgeable, professional and truly caring financial planners. They are available, interested in what we have to say and go the extra mile to make sure we feel heard. The personal attention and sound advice make all of the difference to us. I highly recommend AVID Planning."
"Super friendly and thorough, thoughtful financial planners. They assisted me and my husband to understand the different ways we view finances and how to establish common goals. And they are just genuinely good people. Highly recommend!"
"I have been with AVID for 17 years. David and Jack are absolutely amazing. I have referred friends and coworkers to them and they are impressed as well. I could not be happier with their services, knowledge, continuous updates, education, meetings and financial guidance. Truly a great team and highly recommend them."
"David and Jack helped me overcame my anxiety over finances. Thanks to them I was able to gain understanding of not only how to manage my finances but also manage my emotions around money, spending and financial security. They helped me to set realistic goals to achieve. I am very grateful for the team."
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