Costanzo Financial Advisors - Palm Harbor, Florida

Costanzo Financial Advisors

Located at 33920 US Hwy 19 N Suite 351, Palm Harbor, FL 34684, United States, Costanzo Financial Advisors is a highly recommended financial planning service. With a phone number of 7273351608 and a website at costanzofa.com, they strive to provide top-notch financial services to their clients.

About Costanzo Financial Advisors

Specializing in financial planning, Costanzo Financial Advisors goes above and beyond to understand their clients' unique financial situations and goals. Their dedication to personalized service sets them apart from other financial advisors in the area. To further accommodate their clients, they offer online appointments, wheelchair-accessible parking and entrance, and clean restroom facilities. It is recommended to make an appointment prior to visiting or arriving during business hours.

Client Reviews and Testimonials

Costanzo Financial Advisors has garnered 47 reviews on Google My Business, reflecting their strong reputation in the community. With an impressive average rating of 5/5, clients consistently praise the firm for its exceptional service, expertise, and dedication to their clients' well-being. One satisfied client shares, 'I have been meeting with the President of Costanzo Financial Advisors, Al Costanzo, for the past year. We have met many times: in person, online, and on the phone; and he has helped me to develop a great plan for my retirement funds. He listens to what's important to me and makes it happen. He is a very kind and patient man who genuinely wants to do what's best for his clients.' This glowing endorsement is just one example of the many positive experiences clients have had with Costanzo Financial Advisors.

Why Choose Costanzo Financial Advisors

• Personalized financial planning tailored to each client's unique needs and goals
• Strong reputation and high client satisfaction
• Convenient online appointment scheduling and accessibility features
• Experienced and knowledgeable team led by Al Costanzo

In conclusion, Costanzo Financial Advisors is an excellent choice for those seeking a reliable and compassionate financial planning service. With their commitment to personalized service, strong track record of success, and dedication to client satisfaction, they have earned their place as one of the top financial advisors in the Palm Harbor, FL area.

👍 Reviews of Costanzo Financial Advisors

Darlene D.

5/5

I have been meeting with the President of Costanzo Financial Advisors, Al Costanzo, for the past year. We have met many times: in person, online, and on the phone; and he has helped me to develop a great plan for my retirement funds. He listens to what's important to me and makes it happen. He is a very kind and patient man who genuinely wants to do what's best for his clients. When we meet, he always is willing to answer my endless questions. I can't thank him enough, and I strongly recommend others talk with him and consider having him as their financial advisor.

G J.

5/5

Al has been guiding me with my investments and finances for over 3 years. He listens to your goals and customizes options accordingly. Strongly recommend his services.

Carmen P.

5/5

I have been working with Constanzo Financial Advisors for the last year to improve my retirement investment funds. Alfred took the time to understand my financial goals, risk tolerance and retirement aspirations and his approach has ensured that my retirement plan remains on track. Alfred is always available to answer any questions and is committed to helping to achieve my financial goals.

Alex B.

5/5

Alfred provides an excellent personal and professional service.
He is always in touch and looking out in our best interest.
I will recommend Costanzo Financial Advisors to be the money guards for your assets.

Bernardo B.

5/5

Very happy with Al. Always has the latest data, and talks us through the status of the market and the reasons for any portfolio changes. Very flexible in scheduling our meetings and understanding of last minute conflicts. Not to mention great prices.

Aurimar O.

5/5

Alfred Costanzo is a great Financial Advisor. A lot of us don't realize how important it is to have a plan in place for our future, plan for our retirement, or for when we are no longer able to work and support our loved ones and the people who depend on us.
Alfred will give you the proper guidance along with the education, so that you make the best decisions for your future and your family.
He is very caring for his clients and he will also make sure to make the best recommendations according to their specific needs.
If you haven't looked at your financials and worked with a professional financial advisor, then you should call Alfred today!

Andy L.

5/5

We have been working with Alfred for over two years now. My wife and I were a little hesitant initially as this was our first financial advisor, but his knowledge and expertise is comforting and he has the ability to simplify a complicated explanation. He has been great in assessing our financial goals, meeting with us on a quarterly basis, and quick to respond if we have any questions or concerns with this volatile market. We highly recommend Alfred for all your financial needs!

Shahbaz S.

5/5

I have been with Costanzo FA for nearly 2 years. What a breath of fresh air. Alfred listens keenly and fully understands my financial position and we develop a portfolio strategy that is uniquely designed for my needs. The performance has been great and I really enjoy the periodic updates and reviews.