Pontlitz Asset Advisors - New Port Richey, Florida

Overview of Pontlitz Asset Advisors

Pontlitz Asset Advisors, located at 5920 Main St, New Port Richey, FL 34652, stands out as a reputable financial services provider in the region. With a phone number 8773551755 and an accessible website at paadvisor.com, they offer a blend of financial planning and investment banking services. This firm specializes in providing tailored financial strategies and investment advice, making them a potential valuable resource for individuals seeking to manage or grow their wealth.

Key Features and Accessibility

One of the noteworthy aspects of Pontlitz Asset Advisors is their commitment to accessibility and convenience. They offer online appointments, which is particularly useful for those who prefer to schedule services from home or have scheduling constraints. For those who prefer face-to-face interactions, they also provide onsite services. The office is designed with wheelchair accessibility in mind, featuring a wheelchair accessible entrance, parking lot, restroom, and seating areas, ensuring that all clients can receive services comfortably.

Important Information for Potential Clients

- Appointments Required: It's essential to book an appointment in advance. Although this might seem like an inconvenience, it helps in managing the advisors' time effectively and ensures personalized attention.
- Appointments Recommended: Given the personalized nature of their services, the company recommends scheduling appointments to maximize the benefits of their consultation.
- Other Points of Interest: Clients can appreciate the wheelchair accessible restroom and seating, which are thoughtful touches for those with mobility challenges.

Opinions and Reviews

Pontlitz Asset Advisors has garnered 2 reviews on Google My Business, with an average opinion rating of 3/5. This moderate rating suggests that while clients find value in the services provided, there may be areas for improvement. It's always beneficial to consider this feedback when making decisions about financial advisors.

Recommendation

For anyone considering financial planning or investment banking services, especially those in the New Port Richey area or looking for accessible services, Pontlitz Asset Advisors is worth reaching out to. Given their specialized offerings and commitment to accessibility, it's recommended to explore their services further. You can easily find more information on their website or give them a call at 8773551755 to schedule an appointment. Their online appointments and wheelchair accessibility features make it a convenient choice for many potential clients.

Remember, taking the first step by visiting their website or contacting them can open doors to personalized financial guidance and investment strategies tailored to your needs. Don't hesitate to leverage their expertise to help secure your financial future.

👍 Reviews of Pontlitz Asset Advisors

Denice M.

5/5

Pontlitz has been a name in Financial Planning for a long time. My sons are 22 and 20 and met the owner through a business meeting. My sons are Dave Ramsey graduates.Ramsey educated them well at preparing for wealth through small Yearly IRA contributions. The boys understand how compound interest works and wanted to do this as a safety net for many years down the road. Derek sat down with them and explained how they worked. He knows his stuff because he watched and listen to his relatives help people plan their futures through their company. In today’s world, we work really hard for our money so finding someone you can trust is critical. Im glad we found Pontlitz Asset Advisors!

Robert S.

1/5

Would not recommend them please contact the company they represent instead of them they have horrible customer service as well as don't reply