Pearl Wealth Group - Oldsmar, Florida

Pearl Wealth Group

Pearl Wealth Group is a highly reputable financial consulting firm located at 3905 Tampa Rd Unit 26, Oldsmar, FL 34677, United States. With a strong commitment to providing exceptional financial planning and investment services, they have earned a stellar reputation among their clients. The company can be reached by phone at 8138075060 or by visiting their website at pearlwealthgroup.com.

Specialties and Services

Pearl Wealth Group specializes in financial consulting, financial planning, and investment services. They understand the importance of secure financial planning for their clients' future and strive to provide tailored solutions to meet individual needs. Their expertise spans a wide range of financial areas, including retirement planning, wealth management, and investment strategies.

Points of Interest

• Online appointments: Pearl Wealth Group offers the convenience of scheduling appointments online, making it easy for clients to plan their consultations at a time that suits them best.
• On-site services: The firm provides in-person consultations for those who prefer face-to-face meetings.
• Wheelchair-accessible facilities: Pearl Wealth Group is committed to providing accessibility for all clients, with a wheelchair-accessible car park, entrance, and toilet available on-site.
• Appointment required: While on-site services are available, it is recommended to schedule an appointment in advance to ensure the best possible service.

Opinions and Reviews

With an impressive 78 reviews on Google My Business, Pearl Wealth Group has garnered a 5/5 average opinion rating. Many clients commend the firm's knowledgeable and friendly staff, as well as their personalized approach to financial planning. One reviewer noted that the financial EKG conducted by Drew Blackston, a representative of the company, provided valuable insights into their financial situation and retirement plans. This, combined with the firm's commitment to accessibility and excellent customer service, makes Pearl Wealth Group a top choice for those seeking a reliable financial consultant.

👍 Reviews of Pearl Wealth Group

Daniel G.

5/5

I just finished a discovery call with Drew Blackston of Pearl Wealth Group, and have to say it went extremely well. Drew was very friendly and professional. He answered all my questions and asked a number of his own to do a financial EKG for my plans and situation. I am looking forward to doing a zoom call to go over my EKG with Drew. Check out his videos on youtube they are free and you can see what a financial EKG is and if it might be what you are looking for in regards to your retirement planning.

Dollar B.

5/5

Highly recommend Pearl Wealth Group, my advisor Drew is very thorough, explained everything in plain English. He made retirement planning simple for me, all I did was give him my numbers and he came back with a detailed plan. He listened to what was important to me and tailored it to my specific requirements. Thank You very much Drew.

Tye T.

5/5

Pearl Wealth Group was very instrumental in getting me up to speed with all things related to my retirement planning. I discovered PWG on YouTube, as Drew Blackstone has multiple videos in which he performs whiteboard scenarios. The content is very easy to follow, and he has videos to outline something for almost anyone’s retirement situation. The entire process from start to finish was hands down, the most professional. They are truly focused on putting their clients at ease and finding the best financial strategies. Matt and Jennifer provided professional and knowledgeable assistance in reviewing my retirement plan. Matt conducted a thorough EKG analysis, making it incredibly easy to navigate my financial goals. Their expertise and clear guidance gave me confidence in my financial future. If you are starting your retirement journey, I HIGHLY recommend PWG to anyone looking for a reliable and skilled financial planning firm. They really took a lot of stress off of me and I have all the confidence that I've made the absolute best choice.

Jim S.

5/5

I have always enjoyed Drew's YT content, but more recently we got involved with a detailed financial planning excercise with Matt. Our experience with PW was excellent -- they're a super-responsive group (even as Hurrican Milton passed through Tampa). Cheers!

P

5/5

I would highly recommend using Pearl Wealth Group for financial advice. I worked with Matt and received my Financial EKG which I was very impressed with. Matt was able to run different scenarios for me and I now feel I have a solid road map to my retirement. Matt answered all of my questions and explained everything I didn’t understand. I will definitely be working with them going forward as I get closer to retirement. They are a top-notch and professional team to work with.

James K.

5/5

Drew is a great communicator and has a servant heart. Very personable. Highly recommend!

David J.

5/5

Amazing experience working with Drew at Pearl Wealth Group.
Worth every penny for a detailed look at my investments and plan for retirement. He listened and never pushed in a certain direction. Gave me all the options to help me have a successful plan. Would highly recommend having Drew work with your goals! Cannot say enough good things about the process.

Scott G.

5/5

My wife and I have really enjoyed working with Drew and his team. They are incredibly personable and that was something we were really looking for in an investment advisor.