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

Cortez Wealth Management 3935 Tampa Rd STE 3, Oldsmar, FL 34677, United States

⏰ 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

👍 Reviews of Cortez Wealth Management

Cortez Wealth Management - Oldsmar, Florida
Arturo S.
5/5

Carlos Cortez and the team at Cortez Wealth are fantastic. Carlos has a truly relevant and informed viewpoint on the global financial landscape and has provided sage advice to my family to position us in secure investments during these challenging times. Carlos is not your route / run of the mill advisor who parrots tired industry lines, engineered to have you go bankrupt and profit the establishment.

I would wholeheartedly recommend the Cortez Wealth Management team to anyone seeking sound, transparent financial direction.

Cortez Wealth Management - Oldsmar, Florida
Andrew S.
5/5

I met Carlos Cortez a bit more than one year ago at a seminar regarding retirement and Social Security benefits. It was very informative, I learned a lot, I was impressed and set an appointment with him for a financial review of my situation. After that review I had Cortez Wealth Management handle my investments and retirement funds. I have had great results, in spite of the challenges our country has faced with Covid-19. Carlos is very responsive in communicating with me, respectful of my time and has been providing excellent financial results for me.

Cortez Wealth Management - Oldsmar, Florida
Judy R.
5/5

Carlos Cortez & his team are outstanding! Carlos has taken his time to ensure that my retirement funds are protected & positioned for growth during this highly volatile time. Everyone I have spoken to is patient & professional. I would highly recommend Cortez Wealth Management!

Cortez Wealth Management - Oldsmar, Florida
Renee B.
5/5

I have known Carlos Cortez for over 10 years and there is not one financial investment that he has steered me wrong with. Carlos has the utmost honesty and integrity when working for and with his clients His extensive, financial product knowledge will definitely help you now and all the way to your retirement nestegg. I highly recommend that he becomes part of your financial team.

Cortez Wealth Management - Oldsmar, Florida
Remi J.
5/5

I was introduced to Carlos nearly 5 years ago along with his use of Assetlock money managers. Since that time, he has introduced multiple tailored strategies to protect and grow wealth. My families' needs have changed many times since our initial contact, and he has been a great advisor the entire journey. I am even more impressed by his attention and constant communication when he thinks he can help. ( A quality most advisors lose once they receive your money to invest). Keep up the great work Carlos and Raz. Thanks.

Cortez Wealth Management - Oldsmar, Florida
Ashley R.
5/5

Cortez Wealth Management does fantastic work to ensure that one as a client is taken cafe of. Their customer service is top notch with attention to detail, listening to one’s wants, needs, and ideas. I have been impressed from the moment I engaged their services, and have continued to be impressed with my return on investments. As such, every chance I get, I recommend and refer friends, family, colleagues and acquaintances to Cortez Wealth Management, and they have all been impressed and have gotten more than excellent customer service. As myself, they too have all been wonderfully satisfied. Furthermore, as an investor, entrepreneur and former professional holding multiple C-Suite positions throughout my career to include CEO and CFO of hospitals and healthcare organizations, I am very much impressed, and can not think of anyone company that could do a batter job than Cortez Wealth Management. I fully recommend them. They are excellent and outstanding at what they do. You will be impressed. Don’t take my word for it, check them out for yourself.

Cortez Wealth Management - Oldsmar, Florida
richard B.
5/5

Carlos is wonderful to work with and very punctual. He was able to assist in planning and putting together a road map to ensure our goals are reached. I would highly recommend Cortez Wealth Management to anyone serious about their retirement planning.

Cortez Wealth Management - Oldsmar, Florida
jeanne C.
5/5

I'm very happy with Carlo Cortez. I have always gain money since I been with his company. This year was the best year yet. Where I can go on a nice vacation with my husband and granddaughter. I give him 5 stars and trust his judgement on investing for me.

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