Cook and Phillips Financial Group, Inc. - St. Petersburg, Florida
Address: 877 Executive Center Dr W Suite 303, St. Petersburg, FL 33702, United States.
Phone: 7275765300.
Website: cookandphillips.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
đ Location of Cook and Phillips Financial Group, Inc.
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Cook and Phillips Financial Group, Inc.: A Trusted Financial Partner
For individuals and families seeking comprehensive and personalized financial guidance, Cook and Phillips Financial Group, Inc. presents a dependable and experienced solution. Located in St. Petersburg, Florida, at 877 Executive Center Dr W Suite 303, St. Petersburg, FL 33702, this firm is dedicated to helping clients achieve their long-term financial goals. They operate under the phone number 7275765300 and their website is cookandphillips.com. The firm specializes in providing services as a Financial Planner and a Financial Consultant, offering a holistic approach to managing assets and planning for the future.
Company Overview and Services
Cook and Phillips Financial Group distinguishes itself through a commitment to building strong, trusting relationships with its clients. They understand that financial planning isn't a one-size-fits-all process. Instead, they take the time to thoroughly understand each client's unique circumstances, risk tolerance, and aspirations. Their services typically encompass:
- Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
- Investment Management: Creating and managing investment portfolios aligned with client objectives.
- Estate Planning: Assisting with the preparation of estate plans to protect assets and provide for loved ones.
- Financial Education: Providing clients with the knowledge and tools they need to make informed financial decisions.
Accessibility and Amenities
Cook and Phillips Financial Group prioritizes client accessibility and comfort. The office is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available on-site, alongside standard toilets. To ensure a productive consultation, appointments are strongly recommended.
Client Feedback and Reputation
The firm currently has one review on Google My Business, which boasts an impressive average opinion of 5/5. This overwhelmingly positive feedback suggests a high level of client satisfaction and indicates a focus on delivering âGreat Serviceâ as highlighted by client testimonials. The consistent high ratings imply a dedication to professionalism, personalized attention, and a results-oriented approach. The limited number of reviews doesn't detract from the strong sentiment expressed; rather, it suggests a carefully cultivated reputation for excellence.
Contact Information and Additional Resources
To schedule an appointment or to learn more about Cook and Phillips Financial Group, Inc., please contact them at the provided phone number: 7275765300. You can also visit their website for detailed information about their services and team: cookandphillips.com. We encourage potential clients to explore the website and consider scheduling a consultation to discuss their specific financial needs.
Ultimately, Cook and Phillips Financial Group offers a combination of expertise, accessibility, and a client-centric philosophy, making them a valuable resource for anyone seeking reliable financial guidance.
đ Reviews of Cook and Phillips Financial Group, Inc.
