Financial Planning, Investment Management & Retirement Planning for Clients in Tampa, St Petersburg, Clearwater, Sarasota & Throughout the Greater Tampa Bay Area

At Financial Advisory Services of Tampa, we offer a variety of financial advisory, investment management, and retirement planning services to clients in Tampa, St. Petersburg, Clearwater, and throughout Southwest Florida. With more than 25 years of experience in financial advising, president and founder Michael J. Turrisi has the firsthand expertise needed to handle all of your financial planning needs – whether it is planning for retirement, crafting an investment strategy tailored to your individual budget and goals, or transferring a 401(k).

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Michael’s professional accreditations require him to uphold the highest levels of financial responsibility and showcase his expertise in an array of financial services. We work closely with our clients to help them plan for the future, whether they are recently retired or nearing this major step in life. And unlike other large, impersonal financial planning firms, we take the time to get to know our clients and truly understand their situations and goals. This personal relationship makes it easier to have candid, frank discussions about personal finances and fosters an environment of mutual trust and accessibility.

Additionally, as a completely independent financial advisor, our services are fee-based (not sales-based) and are explained in a line-item format, so our clients never have to worry about hidden costs, ulterior motives, or high-pressure sales tactics. We have your best interest at heart and will work with you to develop a long-term financial plan that you are comfortable with and is both realistic and honest. We pride ourselves on transparency, integrity, and personalized service – it is the way retirement planning should be done.

Investment Management & Financial Planning in the Tampa Bay Area

Our investment management focus at Financial Advisory Services of Tampa is on long-term returns. We work with our clients to identify investments that have the most potential to build their portfolio moving forward, based on acceptable levels of risk. We also work to effectively diversify your portfolio across different asset classes to minimize your overall risk, offering our clients much-needed customization in their investments. By managing downside risk, our clients can be sure that they have made informed, wise decisions that can help protect their investments.

The staff at Financial Advisory Services of Tampa also closely monitors our clients’ investments, offering diligent oversight and careful scrutiny over the entire portfolio; as the market adapts, so will your investment management strategy. We will help give you the peace of mind knowing that you are following a customized path for your future that encompasses every detail and helps simplify the often complex aspects of a financial plan.

To learn more about the full range of services offered by Financial Advisory Services of Tampa and to schedule a free consultation, contact us today.