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.
General Information |
| Firm Start Year: | 2005 | |
| No.of Employees: | 5-9 | |
| Insurance License#: | A059210 |
| Name of Broker/Dealer: | AE WEALTH MANAGEMENT, LLC |
| Name of Custodial Firm: | Fidelity and TD Ameritrade |
| States Licensed in: | FL |
| Number of Years with Current Firm: | 15 |
| I work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | Via Phone, At my office, At your home, Video Conference, At your office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Annuity, Accident, Disability, Life, Variable Life, Long Term Care, Variable Annuity |
Firm Information |
| Firm's Number of Clients: | 500+ |
| Firm's Number of Planning Clients: | 500+ |
| Firm's Number of Managed Clients: | 500+ |
| Assets Managed by Firm: | $20,000,000.00 |
| Advisor's Number of Clients: | 500+ |
Compliance |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | 100,000.00 |
| Compensation Methods: | Commissions, Based on Assets |
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Big Financial Services are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 459831
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.
Financial Advice & Consulting |
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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. We know everyone has a different situation, so we want to make sure we understand your concerns and address them to help you with the retirement dream you deserve. Our consultations are complimentary and we are conveniently located on I-75 and Martin Luther King Jr Blvd W. We are happy to have you come visit our office, schedule a zoom meeting over the computer, or a phone call. We also travel locally and can come visit you. |
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Mon. | 8:00 AM - 5:00 PM |
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Tue. | 8:00 AM - 5:00 PM |
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Wed. | 8:00 AM - 5:00 PM |
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Thu. | 8:00 AM - 5:00 PM |
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Fri. | 8:00 AM - 5:00 PM |
| Apollo Beach | Belleair Beach |
| Brandon | Clearwater |
| Clearwater Beach | Dunedin |
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