Klimis & Associates Inc
About the Business
Klimis & Associates Inc is a reputable finance institution located in Palm Harbor, Florida, United States. With years of experience in the financial industry, our team of experts provides top-notch financial services to individuals and businesses. Whether you need help with investment strategies, tax planning, or retirement planning, our knowledgeable professionals are here to assist you every step of the way. Trust Klimis & Associates Inc to help you achieve your financial goals and secure your financial future.
Photos
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Do not use this advisor. I paid $3000 up front for a financial plan. I instructed him to set aside a specific portion of my money as liquid. Instead, the plan he devised for me was to put that same money into an annuity. If I were less astute, the allure of the monthly payments from the annuity may have caused me to sign for the annuity and my liquid funds would have been gone. The advisors make a hefty sum from annuities. Shame on him."
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