Investing near Palm Harbor, FL

4114 Woodlands Parkway Suite 303B, Palm Harbor FL 34685

4.7 Superb 40 reviews

• Today 9AM – 5PM
• (727) 334-7891

“We took on Maggie Tax as an adviser several years ago and have been very happy that we did. Chris, Bobby,and team are professional, friendly and have our best interests at heart. We look forward to our retirement future and Maggie Tax is leading us down that path every step of the way.”

2575 Countryside Blvd, Clearwater FL 33761

3.2 Average 42 reviews

• Today 9AM – 5PM
• (727) 796-4455

“Both Lynne and Kathryn were absolutely amazing today. Helped me with ever query and question I had and went above and beyond. Couldn’t ask for a better experience. Next time Ill bring some coffee :)”

28200 US Hwy 19 N Ste A, Clearwater FL 33761

3.3 Good 18 reviews

• Today 8:30AM – 5PM
• (727) 465-2636

“Cade really went above and beyond to clear a hold for me. I really thought I was going to be stuck in some sort of limbo for a while but thanks to his help I was able to buy the stock I've been trying to buy since last week. Thank you Cade!”

28100 US Hwy 19 N Ste 100, Clearwater FL 33761

2.8 Average 26 reviews

• Today 8:30AM – 5PM
• (800) 544-2769

“Thank you Fidelity Investment Team (Emily, Hector and Brooks) for the Amazing Customer Experience!!! Gemini-generated picture basically talks for itself :) 5 stars, DO HIGHLY RECOMMEND. Will definitely come back again. Sincerely, V.”