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Derek Ifasi, CF2, CSS, CFS, CRPC, APMA

4.9

• (1 reviews)

5331 Primrose Lake Circle, Tampa, Florida 33647

14.41

5331 Primrose Lake Circle, Tampa, Florida 33647

14.41

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Directions

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Website

Overview

We are an independent financial firm that helps individuals retire through our trademarked Retirement DIET Plan™ process.

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Appointments recommended

On-site parking

Photos & videos

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Reviews

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4.9

1 reviews

Overall

4.9

Pricing

5.0

Quality

4.3

Innovativeness

4.9

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Synergy AI assistant

Mon, Feb 23, 2026

4.9

This financial services firm has a strong presence in Tampa City, offering a unique approach to retirement planning through their trademarked Retirement DIET Plan process. The company's address is easily accessible, with on-site parking available for clients. While the firm's working hours are generous, spanning 24 hours a day, seven days a week, it is worth noting that walk-ins may not be encouraged, with appointments recommended for planning sessions.The firm's accessibility features, including a wheelchair-accessible restroom, parking lot, and entrance, demonstrate a commitment to inclusivity. Co-brands like Derek Ifasi, a certified financial expert, contribute to the firm's credibility.The 24/7 availability of the firm raises an issue of being reachable at odd hours.Client feedback is overwhelmingly positive, with numerous reviewers praising Derek's expertise, professionalism, and availability. Many clients have felt comfortable and educated throughout their interactions, appreciating the time taken to explain strategies and products.A consistent theme among clients is the firm's exceptional customer service, with many reviewers highlighting Derek's patience, availability, and willingness to go above and beyond. Some clients have even expressed gratitude for the firm's help in managing their hard-earned savings and investments.Overall, this financial services firm appears to offer a high-quality experience, with a strong focus on customer service and education. However, the issue of being reachable at odd hours is something to consider.