- Financial Services
- Insurance Services
We help our clients to achieve their financial goals and to save money in taxes. My partner, a CPA and Certified Financial Planner (CFP®) and I work as a team with 56 years of combined industry experience, and I have worked in the industry since 1999. We provide financial planning, investment management, tax preparation, accounting, and life insurance planning and protection for families and businesses. As financial planners, we learn about the goals, priorities, and dreams of our clients, work with them to develop a sound financial plan to assist with reaching these goals, assist with its implementation and then monitor the investments and update the financial plan as needed. As fiduciaries, we always act according to the best interest of our clients. As independent investment advisors, we have access to tens of thousands of investments to choose from to help our clients reach their goals. We offer no cost consultations and second opinions with no pressure.
- 56 years of combined industry experience between the two partners. View and request our economic updates here!
- Work with families and businesses throughout the country to help them achieve their goals
- In house CPA (Certified Public Accountant) and CFP® (Certified Financial Planner)
- We are fiduciaries, so we always act in the best interest of our clients
Whom to Contact
- Rob D. BasilePrincipal, Financial Advisor2454 N. McMullen Booth Rd. Ste. 700Clearwater, FL 34695Phone: (727) 465-8880Fax: (888) 742-2099
- Robert J. Basile, CPA, CFP®President, Financial Advisor2454 N. McMullen Booth Rd. Ste. 700Clearwater, FL 34695Phone: (303) 252-9170
Head north on N. McMullen Booth Rd approaching Enterprise Rd. and exit towards the McDonalds. Proceed past the McDonalds on your right, and continue straight to the two-story building, first floor.