WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Seminole, Florida. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Seminole, Florida|
|Financial Advisor||Office Location||Phone Number|
|Nathan Helms CFP® CIMA®
1103 W Cleveland St,
Tampa, FL 33606
Big Financial Services, LLC
10150 Highland Manor Drive Suite 200,
Tampa, FL 33610
Series 6, 7, 65, 66
Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
1103 W Cleveland St,
FL 33606 Phone Number 813-334-6500
I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.
Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathans business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.
Fee-Based, Based on Assets, Commissions
10150 Highland Manor Drive Suite 200,
FL 33610 Phone Number 813-654-4718
Glenn Cummings has been in the financial services industry for more than 25 years. Glenn founded Big Financial Services so he and his wife, Paula, could remain independent. He explains, "Because were not captive to a big-name money management corporation who dictates products, we have the advantage of being able to choose the best products based on your needs not the bottom line of an investment company."Glenns focus is working with retirees, and those about to retire, who want to help protect their investments from downside risk. His strategy in terms of retirement planning is to manage investments and assets so that longevity risk, or the risk of running out of money during retirement, is mitigated for his clients. And of course, tax planning, estate planning and Social Security planning all factor into his holistic approach.
At Big Financial Services, we believe everyone should be able to live the retirement theyve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
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