This financial advisor is located in a convenient location in Tampa City, easily accessible by car, with a wheelchair-accessible parking lot and entrance. The office is well-maintained and clean, with a restroom available for visitors. Appointments are recommended to plan your financial future, and the staff is friendly and welcoming. The financial advisor takes the time to listen to your financial goals and work towards them, providing a personalized service. However, the office hours may be a bit restrictive for those who need to schedule appointments outside of business hours. The advisor has a long history with a well-established company, offering a range of financial services, including insurance and planning. The company is transparent about its services and has a clear plan for meeting your financial needs. However, the office may not be particularly innovative or forward-thinking in its approach to financial planning. Overall, this is a solid choice for those seeking financial advice and planning.