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Pelorus Financial

Pelorus Financial

4.9
• (1 reviews)
• Financial Planner
Financial Planner
4109 Little Road, suite 101, Trinity, Florida 34655
|
16.40
mi
4109 Little Road, suite 101, Trinity, Florida 34655
|
16.40
mi
Pelorus Financial
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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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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.
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4109 Little Road, suite 101, Trinity, Florida 34655
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Hours

Closed
Sunday
Closed
Monday
8:30 AM
–
5:00 PM
Tuesday
8:30 AM
–
5:00 PM
Wednesday
Closed
Thursday
Closed
Friday
8:30 AM
–
5:00 PM
Saturday
Closed
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