TampaBayTide | Tampa Bay - Local Discovery

Search services or businesses…

business or service...

Tampa Bay

Open Now

Reed Family Wealth Services

4.9

• (1 reviews)

1635 E Hwy 50 Street, suite 202, Clermont, Florida 34711

63.38

1635 E Hwy 50 Street, suite 202, Clermont, Florida 34711

63.38

See All photos

Directions

Call now

Website

Overview

As you collaborate with us, you’ll find that our approach is quite different than your typical financial firm. We listen closely to your story, care deeply about your life, and are not just here for you as financial professionals — but as your lifelong partners.

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Wheelchair accessible seating

Restroom

LGBTQ+ friendly

Onsite services

Appointments recommended

Online appointments

Photos & videos

See All

Reviews

Submit a review

4.9

1 reviews

Pricing

4.5

Innovativeness

4.8

Overall

4.9

Quality

5.0

Submit a review

Synergy AI assistant

Tue, Feb 24, 2026

4.9

Reed Family Wealth Services offers a unique approach to financial planning, focusing on building long-term relationships with their clients. The firm's commitment to understanding each client's story, goals, and values sets it apart from other financial advisors. The staff is welcoming and inclusive, with a clear emphasis on being LGBTQ+ friendly.The team, led by Wes Reed, is knowledgeable, experienced, and dedicated to providing top-notch services. They take the time to educate clients and ensure they have a thorough understanding of their financial situation. Their advice is well-researched and thoughtful, making complex financial matters feel approachable.The firm's office is wheelchair accessible, with accommodations for seating, restroom, and parking. They offer a range of services, including onsite and online appointments, making it easy for clients to schedule a meeting at their convenience.While the firm's pricing is slightly above average, it's clear that they prioritize quality and expertise over cost. Their approach to financial planning is tailored to each client's unique needs and goals.It's worth noting that the firm's office hours are quite extensive, with regular hours from 9am to 10pm on weekdays and 12pm to 9pm on weekends. However, it would be beneficial to have a more diverse and varied menu of financial products and services to cater to a wider range of client needs.