wiseradvisor

Glenn Cummings
Big Financial Services, LLC

Tel: (813) 654-4718
10150 Highland Manor Drive Suite 200
Tampa, FL 33610

Pursue Your Goals

Big Financial Services, LLC | Financial Advisor in Tampa ,FL

About Big Financial Services, LLC

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:   Individual Investors, Businesses


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



Faqs

  • Do you have a customer satisfaction or refund policy? We are not retail
  • What are your qualifications? What is your education background? My firm has been established In Tampa, FL since 2005. I have been in the financial services industry for over 25 years. I am a licensed Investment Adviser Representative with a fiduciary standard of operation. My team currently has 3 additional licensed Investment Advisor Representatives as well with 2 licensed insurance agents with the State of Florida. We have a support staff with over 40 years of operations and customer service experience along with a full Marketing staff for support.
  • What is your approach to financial planning? Our focus is working with retirees, and those about to retire, who want to help protect their investments from downside risk. Our 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 our clients. Of course, tax planning, estate planning and Social Security planning all factor into this holistic approach. We plan for your Accumulation and Distribution stages in retirement.
  • What services do you offer? PREPARE Prepare for retirement by putting your hard-earned assets to work. HOW? Retirement Income Strategies Wealth Management Annuities Investments IRA/401(k) Rollovers PROTECT Strive to protect the assets that can help you live the retirement youve always imagined. HOW? Asset Protection Life Insurance Tax-Efficient Strategies Long-Term Care Strategies PROVIDE Provide for the people and causes you care about the most. HOW? IRA Legacy Planning We can also work with professionals who provide the following services: Trusts Probate Charitable Giving Estate Planning Tax Planning
  • How many clients do you currently manage? 500+
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Disclosures


Disclaimer

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

Glenn Cummings

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.

My Services

Financial Advice & Consulting

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.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Apollo Beach Belleair Beach
Brandon Clearwater
Clearwater Beach Dunedin
Gibsonton Holiday Indian Rocks Beach Land O Lakes Largo Lithia Lutz New Port Richey Odessa Oldsmar Palm Harbor Pinellas Park Plant City Riverview Ruskin Safety Harbor Saint Petersburg Seffner Seminole Sun City Center Tampa Tarpon Springs Thonotosassa Valrico Wesley Chapel Sarasota Bradenton

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