Tampa Bay
O'Connor Portfolio Management
6.84
6.84
Overview
O’Connor Portfolio Management is all about client service The firm’s proprietary technology and usage of charting as a risk management tool helped .
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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The location on S Rome Ave Avenue in Tampa City is a great place for those looking for financial guidance. The staff at O’Connor Portfolio Management are knowledgeable and willing to help with any questions or concerns. They use their proprietary technology to help with risk management, which is a nice touch. However, the exact pricing of their services is not clearly advertised, which could be a potential issue for some. The office is wheelchair accessible, which is a big plus. They also have a restroom and parking lot that are accessible for those with mobility issues. It's nice to know that they are open Monday through Friday from 9am to 5pm, which should accommodate most people's schedules. The location's description highlights the importance of client service, which is reflected in the staff's friendly and welcoming demeanor. One thing that could be improved is the clarity of their pricing, as it's not immediately clear what one can expect to pay for their services.
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