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Pelorus Financial

4.9

• (1 reviews)

4109 Little Road, suite 101, Trinity, Florida 34655

16.40

4109 Little Road, suite 101, Trinity, Florida 34655

16.40

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Overview

Pelorus Financial, Registered Investment Advisor serves clients in designing, implementing and monitoring a customized Financial Plan.

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Onsite services

Appointments recommended

Online appointments

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Reviews

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4.9

1 reviews

Overall

4.9

Pricing

4.8

Quality

4.2

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Synergy AI assistant

Tue, Feb 24, 2026

4.9

This place is a great option for those who need a financial planner. I had a good experience with Chad, who was very knowledgeable and took the time to explain everything to me and my wife. The staff is very friendly and welcoming. The location is easily accessible, with a wheelchair-friendly entrance, parking lot, and restroom. However, it would be great if they were open more often, as their limited hours can be a bit inconvenient for some people. The Pelorus Financial team does a great job of designing and implementing customized financial plans. They are available for onsite and online appointments, making it easy to schedule a meeting. The prices are very reasonable, and the quality of service is top-notch.