Best Financial Advisors in Riverview

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Focus Wealth Strategies, LLC

3419 Brook Crossing Drive, Brandon, FL 33511
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  • Financial Planning

Business Description

Focus Wealth Strategies, LLC, is a financial advisory firm serving businesses and individuals in Riverview. It provides investment portfolio review and asset allocation models, social security analysis, retirement planning and personal projections, insurance consulting, and personal cash flow analysis. The firm also offers mutual funds, portfolio management, quarterly portfolio summary reports, and fundamental and technical stock analysis. Focus Wealth Strategies takes a consultative approach with its clients to devise a strategic solution and implementation.

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Focus Wealth Strategies, LLC

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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