Tampa Bay
Klimis & Associates Inc
14.98
14.98
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
Photos & videos
Submit a review
Quality
Overall
Submit a review
This business location provides financial services, including financial planning and advising. The location is situated in Palm Harbor City and can be contacted by phone at +17277856584. The working hours are from 8am to 5pm, Monday through Friday, with a shorter afternoon on Fridays.The location has made efforts to be accessible to everyone, with wheelchair accessible restrooms, parking lots, and entrances. However, the quality of service is a major concern, with some clients expressing disappointment with the advisors' motives and the plans they propose.There are a few issues to note. It appears that the advisors may prioritize their own financial gain over the clients' best interests. A client had to pay $3000 up front for a financial plan, only to find out that the advisor had devised a plan that would put their liquid funds into an annuity, potentially causing them to lose access to their money.The amenities at this location include a restroom, but it is unclear what else is available. The co-branding with Klimis & Associates Inc may be a good sign, but it does not necessarily guarantee quality service.Overall, this business location seems to have some flaws, but it may still be worth a visit for those in need of financial planning and advising services.
Own this business?
Hours
Closed
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Categories
Contact business
1
ABOUT TampaBayTide
FOR BUSINESS