Cortez Wealth Management - Oldsmar, Florida
Address: 3935 Tampa Rd STE 3, Oldsmar, FL 34677, United States.
Phone: 8134483446.
Website: cortezwm.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Cortez Wealth Management
⏰ Open Hours of Cortez Wealth Management
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Cortez Wealth Management
Cortez Wealth Management is a highly respected financial planning firm located at 3935 Tampa Rd STE 3, Oldsmar, FL 34677, United States. The company can be reached by phone at 8134483446 or through their website at cortezwm.com.
The firm specializes in financial planning and has several notable features, including a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet, gender-neutral toilets, and regular appointment availability. It is highly recommended to book an appointment in advance, as the company is quite popular.
With an impressive 5 out of 5 stars based on 24 Google My Business reviews, Cortez Wealth Management has garnered widespread praise from their clients. Customers commend Carlos Cortez and his team for their exceptional knowledge of the global financial landscape and their ability to provide sound, transparent financial advice tailored to each client's unique needs. One particularly satisfied customer noted that Carlos has positioned them in secure investments during challenging times, a testament to the firm's dedication to their clients' financial well-being.
Overall, Cortez Wealth Management stands out in the industry for its commitment to delivering top-notch financial planning services, personalized attention, and a welcoming, accessible environment for all clients. With a robust track record and glowing reviews, the firm is undoubtedly a trusted choice for anyone seeking expert guidance in managing their financial future.
Specialties
- Financial planner
Other Points of Interest
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Gender-neutral toilets
- Toilet
- Appointment required
- Appointments recommended