wiseradvisor

Todd Hoffman CFP, CPM

Tel: 727-351-5323
600 Cleveland Street
Suite 1150
Clearwater, Florida  33755

About Todd Hoffman CFP, CPM

Todd Hoffman and the Hoffman Group at Steward Partners are passionate about providing tailored solutions that meet the needs of high net worth individuals, families, business owners, physicians, executives and corporations. We work hard to build strong Trust with our clients, always placing their concerns first, providing comprehensive wealth management solutions for Millennials, Baby Boomers, and Retirees, Including Custom Solutions with: Fee-Only advice/No Commissions  Professional Portfolio Management, focusing on Conservative Wealth Preservation and Tactical Growth strategies for building wealth and generating income with Fiduciary Responsibility, 401(k), 403(b), 457, Profit Sharing, Deferred Compensation plans & IRA Rollovers, Pre and Post-Divorce Planning, Sale of Business and Assets, and Death Distribution services, Annuities, Life Insurance, Disability, Long Term Care Insurance, College Planning & 529 Plans.


Office Hours

Monday   08:30 AM - 05:00 PM
Tuesday   08:30 AM - 05:00 PM
Wednesday   08:30 AM - 05:00 PM
Thursday   08:30 AM - 05:00 PM
Friday   08:30 AM - 04:00 PM

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