Tampa Bay
AVID Planning
16.35
16.35
Overview
If you are like most people, it's hard to find time in your busy, day-to-day life to sit down with your loved ones to discuss priorities and make decisions about your life and finances.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
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Quality
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This location appears to be a highly recommended financial service provider, offering a range of services including accounting, investment, and financial planning. Clients praise the team's expertise, professionalism, and personalized approach, stating that they have helped them achieve financial stability and security.Many reviewers have been with the team for several years, mentioning that they have referred friends and family to them. The team's dedication to their clients' best interests is evident in their thorough and thoughtful guidance. Clients appreciate the team's ability to explain complex financial concepts in a way that is easy to understand, and their willingness to go the extra mile to support their clients' financial goals.One reviewer mentions that the team helped them overcome anxiety around finances, while another notes that they have been able to gain a better understanding of their financial priorities and make intentional decisions about saving and spending. The team's expertise has also helped clients simplify their financial lives, align their financial goals, and make progress towards achieving them.The only potential drawback mentioned is the limited availability of the team, with some reviewers noting that they are not always available on certain days of the week. However, this does not seem to be a major issue for most clients, who praise the team's responsiveness and willingness to meet with them at a time that is convenient.Overall, this location seems to be a great option for anyone looking for a reliable and knowledgeable financial service provider. With their expertise, personalized approach, and commitment to their clients' best interests, they are well-equipped to help individuals and families achieve financial stability and security.
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