Cortez Wealth Management in Tampa, FL

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YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. “Preferred” listings, or those with featured website buttons, indicate YP advertisers who directly provide information about their businesses to help consumers make more informed buying decisions. YP advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

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1. Cortez Wealth Management

11649 Declaration DrTampa, FL 33635

(813) 448-1556
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2. Merrill Lynch Wealth Management

101 E Kennedy BlvdTampa, FL 33602

(813) 273-8500

From Business: Welcome to Merrill Lynch in Tampa, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and inv…

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3. Morgan Stanley Wealth Management

100 N Tampa St Ste 3000Tampa, FL 33602

(813) 228-9888

From Business: Smith Barney is one of the leading providers of comprehensive financial planning and advisory services to investors, institutions, corporations and private busine…

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Lewkowitz Wealth Management Group-Ameriprise Financial Service Inc

4. Lewkowitz Wealth Management Group-Ameriprise Financial Service Inc

209 S Howard AveTampa, FL 33606

(813) 805-0900

From Business: The advisor listed is an Ameriprise financial advisor in Tampa. Comments are not verified, may not be accurate and are not necessarily representative of the exper…

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Lewkowitz Wealth Management Group - Ameriprise Financial Services, Inc.

5. Lewkowitz Wealth Management Group - Ameriprise Financial Services, Inc.

209 S Howard AveTampa, FL 33606

(813) 805-0900

From Business: The advisor listed is an Ameriprise financial advisor in Tampa. Comments are not verified, may not be accurate and are not necessarily representative of the exper…

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PEACE Wealth Management - Ameriprise Financial Services, Inc.

6. PEACE Wealth Management - Ameriprise Financial Services, Inc.

4030 W Boy Scout Blvd Ste 300Tampa, FL 33607

(727) 399-8990

From Business: The advisor listed is an Ameriprise financial advisor inLargo. Comments are not verified, may not be accurate and are not necessarily representative of the experi…

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7. Morgan Stanley Wealth Management

4890 W Kennedy Blvd Ste 700Tampa, FL 33609

(813) 282-5000
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Morgan Stanley Wealth Management

8. Morgan Stanley Wealth Management

3000 Bayport DrTampa, FL 33607

(813) 286-6900
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9. Merrill Lynch Wealth Management

4625 Whiteway DrTampa, FL 33617

(813) 273-8501
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10. Morgan Stanley Wealth Management

8875 Hidden River PkwyTampa, FL 33637

(813) 903-3030
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Morgan Stanley Wealth Management

11. Morgan Stanley Wealth Management

18302 Highwoods Preserve PkwyTampa, FL 33647

(813) 903-3030
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Wealth Management Advisors

13. Wealth Management Advisors

509 S Hyde Park AveTampa, FL 33606

(813) 228-7259
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14. Morgan Stanley Wealth Management

19333 Autumn Woods AveTampa, FL 33647

(813) 286-5631
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15. Merrill Lynch Wealth Management - CLOSED

201 N Franklin StTampa, FL 33602

(813) 273-8500
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16. Provident Wealth Management Group

3030 N Rocky Point Dr WRocky Point, FL 33607

(813) 283-8413

From Business: We simplify the lives of our busy clients by providing ongoing financial planning and asset management. We do this by providing our clients independent unbiased i…

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17. Trinity Wealth Management Group

8517 Gunn HwyOdessa, FL 33556

(847) 917-9954
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18. Morgan Stanley Wealth Management

1647 Sun City Center PlzSun City Center, FL 33573

(813) 633-1616
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19. Morgan Stanley Wealth Management

16506 Pointe Village Dr Ste 107Lutz, FL 33558

(813) 818-1700
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20. Merrill Lynch Wealth Management

139 S Pebble Beach BlvdSun City Center, FL 33573

(813) 633-3833
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21. Frazier Wealth Management

3028 Stonegate Falls DrLand O Lakes, FL 34638

(813) 948-3741
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Merrill Lynch Wealth Management

22. Merrill Lynch Wealth Management

26301 Us Highway 19 NClearwater, FL 33761

(727) 799-5646

From Business: Welcome to Merrill Lynch in Clearwater, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance an…

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Morgan Stanley Wealth Management

23. Morgan Stanley Wealth Management

150 2nd Ave NSaint Petersburg, FL 33701

(727) 381-1234

From Business: Welcome to Miracle-Ear Hearing Aid Center in Fort Myers, FL. We offer a full line of hearing aids, hearing technologies and services. Get your free hearing test t…

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24. Merrill Lynch Wealth Management

1 Progress PlzSaint Petersburg, FL 33701

(727) 824-7300

From Business: Welcome to Merrill Lynch in Saint Petersburg, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate fina…

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Berg Wealth Management Group - Ameriprise Financial Services, Inc.

25. Berg Wealth Management Group - Ameriprise Financial Services, Inc.

18167 Us Highway 19 N Ste 195Clearwater, FL 33764

(727) 535-1488

From Business: The advisor listed is an Ameriprise financial advisor in Clearwater. Comments are not verified, may not be accurate and are not necessarily representative of the …

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26. Merrill Lynch Wealth Management

504 Humphries RdSafety Harbor, FL 34695

(813) 273-8501
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27. Morgan Stanley Wealth Management

18167 Us Highway 19 NClearwater, FL 33764

(727) 507-5700
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28. Morgan Stanley Wealth Management

4114 Woodlands Pkwy Ste 200Palm Harbor, FL 34685

(727) 773-4600
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29. Merrill Lynch Wealth Management

2354 Willow Tree TrlClearwater, FL 33763

(813) 273-8501
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30. Doyle Wealth Management Inc

BBB Rating: A+

333 3rd Ave NSaint Petersburg, FL 33701

(727) 898-3063

From Business: Our focus is to provide objective and unbiased financial advice that you need to achieve your investment goals.

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Helpful Reviews 
Walter S Sanders & Associates
Mary K. rated

I have been a client of Walter Sanders for over 20 years. Walter, Brian and the entire staff have always provided competent and professional service. As dentist in private practice they have helped me build my business and reduced my stress level when dealing with financial matters. Many thanks!

Walter S Sanders & Associates
lizzaa193 rated

Great sense of stability. I have a large dental practice and Walter Sanders & Associates has given me a sense of stability. His personal weekly visits make me feel confident that they have my best interests at heart.

Walter S Sanders & Associates
joshuaa440 rated

We are very happy with all of our services that you provide for us. We love that you are always available so we can ask questions. You help us whenever we need you. They are the best they saved me over 2600 on my taxes.

Walter S Sanders & Associates
herreraa545 rated

Over the years, I have always received excellent service from this accounting firm. This year, due to an inheritance, I had an unusual tax situation which substantially increased my tax liability. Brian was able to explain what caused the increase and assisted me to set up a payment plan with IRS.

Walter S Sanders & Associates
terryy878 rated

I needed an accountant and made an appointment with Brian to process my personal taxes. I experienced friendly, courteous, and timely service with thorough explanations of my completed tax return. Brian gave me a few financial details which could save me money in the future.

Walter S Sanders & Associates
bettyy431 rated

As an existing client of Walter S. Sanders & Associates, P.A., I phoned Brian and asked to have all my financial work converted to QuickBooks. As a Pro Advisor, Brian was able to get me a 30% discount on the purchase of the program. I met with Brian at his office and with a few hours of his instruction, I learned the program and was good to go

Walter S Sanders & Associates
timm400 rated

I'm new to QuickBooks. On my initial visit with Brian, he helped me set up the program for my needs as well as instructed me how to navigate the program. He took the time to show me short-cuts and reports I would need on a daily basis. Additionally, through Brian, I received a 30% discount from QuickBooks when I purchased the program.

Walter S Sanders & Associates
james.marc14 rated
As a start up business with li...

As a start up business with little knowledge and experience in managing taxes, we had to call Walter S Sanders & Associates a call for assistance. The service received from him was educational, personal and to the point. He did an excellent job resolving my tax issues and provided many excellent helpful options.