Tampa Bay
Cortez Wealth Management
6.70
6.70
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Gender-neutral restroom
Appointments recommended
Appointment required
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Cortez Wealth Management is an exceptional financial service provider located in Oldsmar City. Their exceptional team, led by Carlos Cortez, offers top-notch financial planning and investment advice that has earned them an outstanding reputation.The location itself is easily accessible, with a wheelchair-accessible entrance, parking lot, and restroom, making it inclusive for all visitors. The building's address is clearly marked as Building 3935, Tampa Rd Road, Suite 3, and the phone number is +18134483446 for those who prefer to call.The website, https://cortezwm.com/, provides a wealth of information about their services and features. They also offer convenient online appointment scheduling, which is recommended for planning purposes.The working hours are Monday through Friday, from 9:00 AM to 5:00 PM, allowing clients to plan their visits accordingly. Unfortunately, the location is not open on weekends.The overwhelming majority of reviews praise Cortez Wealth Management for their exceptional service, professionalism, and expertise. Clients appreciate the team's responsiveness, attention to detail, and commitment to providing personalized advice that meets their unique needs.While there are no major complaints, one area for improvement is the lack of specific details about their investment strategies and products on their website. This may make it challenging for potential clients to understand the scope of their services.Overall, Cortez Wealth Management is an excellent choice for individuals seeking reliable financial guidance and investment advice. Their team's dedication to excellence and client satisfaction is evident in every review, and their wheelchair-accessible facilities make them an inclusive option for all.
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