Wealth Advisors Who Care - Palm Harbor, Florida

Address: 2934 Landing Way, Palm Harbor, FL 34684.
Phone: 272303800.
Website: wealthadvisorswhocare.com
Specialties: Financial planner, Investment service.
Other points of interest: Identifies as veteran-owned, Wheelchair accessible entrance, Wheelchair accessible parking lot, Assistive hearing loop, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 26 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wealth Advisors Who Care

Wealth Advisors Who Care 2934 Landing Way, Palm Harbor, FL 34684

⏰ Open Hours of Wealth Advisors Who Care

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

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Wealth Advisors Who Care

Located at 2934 Landing Way, Palm Harbor, FL 34684, Wealth Advisors Who Care is a reputable financial advisory firm that offers personalized investment services to individuals and families. With a strong commitment to customer satisfaction, the team at Wealth Advisors Who Care strives to provide a safe and secure financial future for their clients.

About the Company

As a veteran-owned business, Wealth Advisors Who Care is dedicated to serving those who have served their country. The company's wheelchair accessible facilities ensure that all clients can feel comfortable and at ease during their visits. With a focus on exceptional customer service, Wealth Advisors Who Care is the perfect choice for those seeking a trusted financial advisor.

Specialties

Wealth Advisors Who Care specializes in Financial Planning and Investment Services, providing expert guidance to help clients achieve their financial goals. With years of experience in the industry, the team at Wealth Advisors Who Care is well-equipped to handle even the most complex financial situations.

Other Points of Interest

Facility Description
Wheelchair Accessible Entrance The company's entrance is designed to be accessible for clients with mobility impairments.
Wheelchair Accessible Parking Lot The parking lot is designed to accommodate clients with mobility impairments, providing easy access to the building.
Assistive Hearing Loop The company has installed an assistive hearing loop to ensure that clients with hearing impairments can easily communicate during meetings.
Wheelchair Accessible Restroom The restroom is designed to be accessible for clients with mobility

👍 Reviews of Wealth Advisors Who Care

Wealth Advisors Who Care - Palm Harbor, Florida
judy S.
5/5

My experience using Tony Adamo over the past seven years has been Wonderful! From the beginning I have felt totally safe with his advice. I happily recommend him as an excellent personal Financial Advisor.

Judith Saitta

Wealth Advisors Who Care - Palm Harbor, Florida
rafael C.
5/5

Financial Advisor Who Makes House Calls

Christopher Ritacca became my financial advisor while I was still invested in TIAA-CREF, but when I needed to consult with him, I didn’t have to trek to a distant office, he came to our house. It helped that we both lived in St. Petersburg, but even after we moved to Miami Lakes, the house calls continued, more or less annually. Between times I just called his personal cell phone. He was always there when I needed, or wanted, him. He has become a valued member of our extended family. Talk about Wealth Advisors Who Care? No one better. — James Doig Anderson

Wealth Advisors Who Care - Palm Harbor, Florida
Libby F.
5/5

Service is befitting their company name. Tony Adamo looks out for our best interests and is very patient explaining all the options as well as giving sound advice vis a vis market conditions. Always available for any questions we may have. Highly recommend.

Wealth Advisors Who Care - Palm Harbor, Florida
Gary G.
5/5

Trusting other people to care for your finances is not an easy decision. But Tony and Chris earned my trust quickly and they have demonstrated in numerous ways that my trust is well-placed. They are knowledgeable, experienced , smart, and they know how to listen. That last quality is what sets them apart from most others in the financial advisory business. Their primary interest is learning about, and taking care of, their clients’ interests. I recommend Chris and Tony without reservations!

Wealth Advisors Who Care - Palm Harbor, Florida
apaulette J.
5/5

We recently transitioned the management of our financial holdings to Wealth Advisors Who Care. Tony Adamo goes the extra mile to ensure that everything is done in your best interest based on his extensive data analysis of your current holdings/specific needs. He communicates in a timely fashion and is always patient/knowledgeable with questions.
We feel very secure knowing that Tony and his team are truly working to ensure we have financial peace of mind in our retirement.

Wealth Advisors Who Care - Palm Harbor, Florida
Kaia E.
5/5

Dealing with Tony has been a very positive event in my life.
Tony has excellent communication skills and knowledge that have given me options and find solutions to meet my financial goals.
He has the ability and patience to convey and receive information in a timely manner.
Tony has enabled me to feel confident and comfortable having him as a very professional financial manager.
I highly recommend him.
Thank you, Tony, for your caring and patience.
Kaia Elam

Wealth Advisors Who Care - Palm Harbor, Florida
Karen M.
5/5

My family and I have given our trust to Tony for many years. We are proud report that all of our business dealings have been in the upmost professional manner, with a very pleasing outcome.
Tony has always displayed a vast range of knowledge, which is ever growing. This knowledge has proved extremely helpful to myself.
I have greatly appreciated Tony through years of change in my life. Wealth Care Advisors Who Care, as the name implies, will only give their clients avenues of good, basic, sound understanding, along with a friendly smile leading the way.

Wealth Advisors Who Care - Palm Harbor, Florida
James W.
5/5

Based on our positive experience with Tony in developing our retirement plan we sought him out when it cam time to develop of plan for distribution post retirement. Tony is a highly competent financial adviser, he's also patient and kind, and most importantly, he truly listens. He presented options that were a perfect match for our needs and provided support in implementing every step. Highly recommended!

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