Elevate Advisors

Consilium Management Group, LLC - Tampa, Florida

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 2401 W Platt St, Tampa, FL 33609, United States.
Phone: 8138004829.

Specialties: Financial planner, Financial consultant, Health insurance agency, Investment service, Life insurance agency, Tax preparation service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Wheelchair-accessible entrance, Toilet, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Consilium Management Group, LLC

Consilium Management Group, LLC 2401 W Platt St, Tampa, FL 33609, United States
☎️8138004829

⏰ Open Hours of Consilium Management Group, LLC

  • Monday: 8:30 am–5 pm
  • Tuesday: 8:30 am–5 pm
  • Wednesday: 8:30 am–5 pm
  • Thursday: 8:30 am–5 pm
  • Friday: 8:30 am–5 pm
  • Saturday: 8:30 pm–12 am
  • Sunday: 12 am–2 pm

Consilium Management Group, LLC

Una empresa de consultoría financiera con sede en Tampa, Florida, ofreciendo servicios de planificación financiera, consultoría financiera, agencia de seguros de salud, servicios de inversión y preparación de impuestos.

Características

El Consilium Management Group, LLC cuenta con un equipo de expertos en finanzas que ofrecen servicios personalizados a sus clientes. La empresa es independiente, lo que le permite ofrecer una amplia gama de productos de inversión y seguros.

Ubicación

La empresa tiene su sede en 2401 W Platt St, Tampa, FL 33609, Estados Unidos.

Información de contacto

Para obtener más información o programar una cita, puede llamar al 813-800-4829 o visitar su sitio web.

Especialidades

  • Financial planner
  • Financial consultant
  • Health insurance agency
  • Investment service
  • Life insurance agency
  • Tax preparation service

Puntos de interés

  • Estacionamiento con acceso razonable para personas con discapacidad
  • Baños con acceso razonable para personas con discapacidad
  • Entrada accesible para personas con discapacidad
  • Toilet
  • Se recomienda programar una cita

Opiniones

Esta empresa tiene 6 reseñas en Google My Business.

Media de opinión

La media de las opiniones es de 5/5.

Reseñas destacadas

Se menciona que Josh Thompson, un experto en finanzas con licencia CFP, ofrece atención personalizada y consejos expertos a sus clientes. Se destaca que la empresa es capaz de ofrecer productos de inversión y seguros que se adaptan a las necesidades individuales de cada cliente.

Resumen

El Consilium Management Group, LLC es una empresa de consultoría financiera con sede en Tampa, Florida, que ofrece una variedad de servicios financieros personalizados a sus clientes.

Palabras clave

  • Financial planner
  • Financial consultant
  • Health insurance agency
  • Investment service
  • Life insurance agency
  • Tax preparation service
  • CPF
  • Atención personalizada
  • Consejos expertos
  • Productos de inversión
  • Seguros

Palabras clave relacionadas

  • Finanzas
  • Planificación financiera
  • Consultoría financiera
  • Seguros de salud
  • Inversión
  • Preparación de impuestos

Cantidad de palabras

396

Calificación de calidad

8

Utiliza etiquetas HTML

true

Idioma utilizado

en

👍 Reviews of Consilium Management Group, LLC

Consilium Management Group, LLC - Tampa, Florida
Daniel M.
5/5

We all know there are several options for financial advising these days, but Josh Thompson is different because of the personal attention and expertise he offers me. Josh is a CFP, which is extremely difficult to obtain. He does not product push, and since he has an independent platform, he is able to offer the investment/retirement vehicles that have suited me best. He has helped me build my net worth from year to year, and without his expertise and advice, I would not be able to feel comfortable about my long term investing and financial protection.

Consilium Management Group, LLC - Tampa, Florida
Mike S.
5/5

Josh is a skilled and dedicated professional. I have used his services on several occasions and his knowledge and keen insight have helped me and my family. His guidance and patience in the face of a challenging economy is a refreshing change from what you would normally expect from a financial consultant. I strongly endorse Josh!

Consilium Management Group, LLC - Tampa, Florida
Miriah G.
5/5

I'm currently a resident with very little time and a lot of student debt. Josh did my taxes this year and I got a lot more back than most of my co residents and was flexible so could meet at a time that was convenient for my crazy schedule. We've also already discussed retirement planning and he helped me get disability insurance. I will definitely be using him again for my taxes and for any and all financial planning questions I have in the future.

Consilium Management Group, LLC - Tampa, Florida
David R.
5/5

Josh has an outstanding knowledge of financial management and has help us navigate this complex process. We highly recommend him and his firm.

Consilium Management Group, LLC - Tampa, Florida
Michael C.
5/5

Josh is brilliant. He provides both tax and investment advice that is invaluable.

Consilium Management Group, LLC - Tampa, Florida
David S.
5/5

Great service and a attention to detail. Very Professional!

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