wiseradvisor

Robert Harwood
Harwood Financial Group

Tel: (727) 524-1427
4601 W. North A Street
Tampa, FL 33609

We are confident we can show you a better way to invest!

Harwood Financial Group | Financial Advisor in Tampa ,FL

About Harwood Financial Group

We are wealth managers and we help financially successful people navigate the challenging financial markets so that they can benefit from their endeavors and enjoy their time in retirement. We are a full service organization, from wealth management and tax reduction strategies to asset protect and estate transition planning. We do not measure our level of services against other financial firms- that just wouldn't be good enough. We strive to lead our industry in excellence.

As Fiduciaries we work for you. Your assets are custodian at well-known firms such as Fidelity and TD Ameritrade. Through our arrangements with these firms we will be able to manage your finances in a manner that is aligned with your goals. We will not earn commissions from the assets we manage; we are simply paid a flat fee based on the assets we manage. When you do well, we do well.


General Information

Firm Start Year:   2007
No.of Employees:   20-49
Name of Broker/Dealer:   RIA
Name of Custodial Firm:   TD Ameritrade & Fidelity
Number of Years with Current Firm:   15


Firm Information

Firm's Number of Clients:   1300
Firm's Number of Planning Clients:   1300
Firm's Number of Managed Clients:   1300
Assets Managed by Firm:   $553,334,360
Assets Managed by Advisor:   $553,334,360




Disclaimer

Investment Advisory Services offered through Harwood Advisory Group. Insurance products and services are offered through the Harwood Insurance Group. Harwood Advisory Group and Harwood Insurance Group do business collectively as Harwood Financial Group, DBA.

Robert Harwood

Robert Harwood

I want to take a moment to introduce you to my family; my wife Ana, and our children Sofia and Adam. Like all of my clients, family is also my most valued asset. My personal and professional choices reflect not only the values I had growing up, but also my discipline as a pilot and officer in the United States Air Force, my dedication as a father and husband, and my devotion as a trusted financial professional.

I care about the process of helping people achieve success, the significance of their desired life and financial outcomes, and the life-altering consequences of not protecting against risk.

As a pilot and officer in the USAF, I learned many lessons that I now apply to my personal and professional life. The military stresses a value system that puts family, country, and others before self. It teaches people to lead, not just to follow. These are all great lessons that I continue to respect and follow.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:30 PM

Communities Served

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

Compensation Arrangements

Check Money Order
Bank Transfer