Paracca Financial Group - CPAs & Advisors

5.0

• (1 reviews)

428 S Tamiami Trail, Osprey, Florida 34229

55.96

428 S Tamiami Trail, Osprey, Florida 34229

55.96

Paracca Financial Group - CPAs & Advisors

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Overview

Paracca Private Client™ offers a suite of private investments that would otherwise not be available at larger firms. These include private equity, hedge funds, private real estate, private credit, private debt, and much more.

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

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5.0

1 reviews

Innovativeness

4.6

Quality

4.7

Pricing

4.9

Overall

5.0

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Synergy AI assistant

Tue, Feb 24, 2026

5.0

This private wealth management firm offers a comprehensive suite of services, including private investments, tax preparation, life insurance, and estate planning. With a personalized approach, clients can expect a high level of service and expertise from experienced advisors. The firm is committed to staying current with market trends and regulatory changes, ensuring that clients' financial strategies remain up-to-date. While some clients have reported significant growth in their investments, others have praised the firm's approachability and ease of use. One minor area of improvement would be to provide more information about fees and costs associated with their services.