Ackerman Financial Group - Clearwater, Florida

Okay, here’s a detailed overview of Ackerman Financial Group, presented in a formal and helpful manner, suitable for someone seeking financial planning services:

Introduction to Ackerman Financial Group

For individuals and families seeking comprehensive and personalized financial guidance, Ackerman Financial Group presents itself as a respected and client-focused firm. Located at 111 N Belcher Rd., Clearwater, FL 33765, and easily accessible – boasting a Wheelchair accessible entrance, Wheelchair accessible parking lot, and a dedicated Wheelchair accessible restroom – the group is committed to providing top-tier financial planning services. Prospective clients can reach them directly at Phone: 279533900, and further information is readily available on their website: Website: ackermanfg.com. Their core specialization is, naturally, Financial planning, encompassing a broad range of services to help clients achieve their financial goals.

Key Features and Services

Ackerman Financial Group distinguishes itself through a dedication to understanding each client’s unique circumstances. They prioritize building strong, trusting relationships, focusing on a holistic approach to financial wellness. The firm’s services are likely to include, but are not limited to, retirement planning, investment management, estate planning, and insurance analysis. It appears the team takes a proactive approach, suggesting Appointments recommended to ensure sufficient time for thorough consultations and detailed planning. The firm's responsiveness, as highlighted by client feedback, suggests a streamlined and efficient operation.

Location and Accessibility

The Clearwater, Florida location offers convenience for clients in the Tampa Bay area. The physical space is designed with accessibility in mind, demonstrating a commitment to inclusivity. The firm’s dedication to accessibility extends beyond the building itself, indicating a broader philosophy of service that values comfort and ease for all clients. Furthermore, the regular availability of restroom facilities reinforces this commitment.

Client Feedback and Reputation

Ackerman Financial Group currently holds 7 reviews on Google My Business, with an impressive Average opinion: 5/5. This overwhelmingly positive feedback strongly suggests a high level of client satisfaction. Comments frequently mention a notable responsiveness – indicating quick and attentive communication, often within a short timeframe, reflecting a dedication to client needs. It’s clear a significant emphasis is placed on gathering comprehensive information to tailor recommendations effectively. The consistent praise for individual advisors, particularly regarding their eagerness to understand a client’s situation, points toward a personalized service model.

Concluding Recommendation

Based on the available information and overwhelmingly positive client feedback, Ackerman Financial Group appears to be an excellent choice for individuals and families seeking a knowledgeable and genuinely caring financial planner. To explore their services in greater detail and schedule a consultation, we strongly encourage prospective clients to visit their website at ackermanfg.com. Taking the first step to secure your financial future is a valuable investment, and Ackerman Financial Group seems well-positioned to provide the support and guidance you need.

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👍 Reviews of Ackerman Financial Group

Jim M.

5/5

I have been impressed by Jake's responsiveness and true desire to gather up all the necessary information that is required to make a determination as to what type of financial recommendations would be best for my situation. I'm certain that he goes through that process with all of his clients. Whenever you reach out to him by text, email or phone call he normally responds within an hour or two depending on his workload. I highly recommend that anybody who's looking for a financial advisor contact him because he really cares about his customers.

K B.

5/5

Jake is a fountain of knowledge!
He is patient when explaining the market to me and I never feel pressured to make any moves. I can tell he truly cares about what is best for me and respects the decisions I want to make. He’s the only advisor I trust and would recommend to anyone!

Casey G.

5/5

Jake Ackerman is a very professional and experienced go getter that has provided great financial information regarding both my business and personal affairs. Would definitely recommend his team!

nancy L.

5/5

I don’t have enough nice things to say about Mr. Ackerman he is the most attentive and professional financial advisor I have had. He always makes himself available and is great about explaining Strategies for my specific needs. I will never go anywhere else.

Beth C.

5/5

I feel safe putting my future, and that of my family, in his care. Great communication. Goal driven.

Christine R.

5/5

Jake has done very well for us! Trust him 💯% with our money 💰

Michael B.

5/5