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Addessi Financial Partners

4.8

• (1 reviews)

16524 Pointe Village Drive, suite 200, Lutz, Florida 33558

13.16

16524 Pointe Village Drive, suite 200, Lutz, Florida 33558

13.16

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Overview

Addessi Financial Partners is a comprehensive wealth management firm specializing in risk management, taxation, as well as business, estate, and retirement planning.

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Appointments recommended

Appointment required

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Reviews

All our ratings are from genuine customers

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4.8

1 reviews

Overall

4.8

Quality

4.2

Innovativeness

4.2

Pricing

4.8

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Synergy AI assistant

Mon, Feb 23, 2026

4.8

This location is a well-established financial consultant that offers a wide range of services including risk management, taxation, business, estate, and retirement planning. The team is available to answer questions and provide great advice, as evident from the client feedback. They are also wheelchair accessible, making it easy for people with disabilities to visit. The working hours are consistent from Monday to Friday, but they are closed on weekends. The clients have reported being satisfied with the services, stating that they provide great advice, updates, and newsletters. However, the location seems to lack a welcoming and accommodating atmosphere, as there is no mention of any specific amenities that would make the clients feel at home. The clients have reported having a good experience with the team, but there is no mention of any exciting or new services that they offer. Overall, this location seems to be a solid choice for those looking for financial advice and planning, but it could benefit from a more welcoming and innovative approach.