Cortez Wealth Management - Oldsmar, Florida

Address: 3935 Tampa Rd STE 3, Oldsmar, FL 34677.
Phone: 34483446.
Website: cortezwm.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Cortez Wealth Management

☎️34483446

⏰ Open Hours of Cortez Wealth Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Overview of Cortez Wealth Management

Located at 3935 Tampa Rd STE 3, Oldsmar, FL 34677, Cortez Wealth Management stands out as a premier financial planning firm. With a focus on providing personalized financial advice, they cater to individuals seeking to navigate the complexities of the financial world with confidence. The firm can be reached via phone at 34483446 or through their professional website cortezwm.com.

Accessibility and Inclusivity

Cortez Wealth Management is committed to making their services accessible to everyone. Their facility boasts a wheelchair accessible entrance, parking lot, and restroom, ensuring that individuals with mobility challenges can fully participate in their services. This commitment to inclusivity reflects their dedication to serving a diverse clientele.

Expertise in Financial Planning

Specializing in financial planning, Cortez Wealth Management offers a unique perspective that sets them apart. Under the leadership of Carlos Cortez, the team provides insights that are both informed and relevant to the global financial landscape. Clients appreciate the advice that goes beyond generic industry lines, instead offering strategic recommendations that aim to secure investments and achieve financial stability.

Customer Reviews and Satisfaction

The firm's dedication to excellence is evident in the glowing reviews on Google My Business. With 24 reviews and an average opinion rating of 5/5, clients have praised Carlos Cortez and his team for their comprehensive understanding of financial matters and for offering advice that truly benefits their clients. Testimonials highlight the personalized approach and the willingness to go beyond standard advice, making Cortez Wealth Management a trusted choice for those in search of reliable financial guidance.

What to Expect

Appointment Required: To ensure personalized service, appointments are necessary.
Appointments Recommended: The firm recommends scheduling an appointment in advance to discuss your financial goals and concerns.

Reasons to Contact Cortez Wealth Management

For anyone looking to secure their financial future with sound, transparent advice, Cortez Wealth Management is an excellent choice. Their expertise, commitment to accessibility, and exceptional customer satisfaction make them a standout in the financial planning industry. Visiting their website, cortezwm.com, or calling them at 34483446, can provide more detailed information on how they can assist you.

👍 Reviews of Cortez Wealth Management

Cortez Wealth Management - Oldsmar, Florida

Arturo S.

5/5

Carlos Cortez and the team at Cortez Wealth are fantastic. Carlos has a truly relevant and informed viewpoint on the global financial landscape and has provided sage advice to my family to position us in secure investments during these challenging times. Carlos is not your route / run of the mill advisor who parrots tired industry lines, engineered to have you go bankrupt and profit the establishment.

I would wholeheartedly recommend the Cortez Wealth Management team to anyone seeking sound, transparent financial direction.

Andrew S.

5/5

I met Carlos Cortez a bit more than one year ago at a seminar regarding retirement and Social Security benefits. It was very informative, I learned a lot, I was impressed and set an appointment with him for a financial review of my situation. After that review I had Cortez Wealth Management handle my investments and retirement funds. I have had great results, in spite of the challenges our country has faced with Covid-19. Carlos is very responsive in communicating with me, respectful of my time and has been providing excellent financial results for me.

Judy R.

5/5

Carlos Cortez & his team are outstanding! Carlos has taken his time to ensure that my retirement funds are protected & positioned for growth during this highly volatile time. Everyone I have spoken to is patient & professional. I would highly recommend Cortez Wealth Management!

Renee B.

5/5

I have known Carlos Cortez for over 10 years and there is not one financial investment that he has steered me wrong with. Carlos has the utmost honesty and integrity when working for and with his clients His extensive, financial product knowledge will definitely help you now and all the way to your retirement nestegg. I highly recommend that he becomes part of your financial team.

Remi J.

5/5

I was introduced to Carlos nearly 5 years ago along with his use of Assetlock money managers. Since that time, he has introduced multiple tailored strategies to protect and grow wealth. My families' needs have changed many times since our initial contact, and he has been a great advisor the entire journey. I am even more impressed by his attention and constant communication when he thinks he can help. ( A quality most advisors lose once they receive your money to invest). Keep up the great work Carlos and Raz. Thanks.

Ashley R.

5/5

Cortez Wealth Management does fantastic work to ensure that one as a client is taken cafe of. Their customer service is top notch with attention to detail, listening to one’s wants, needs, and ideas. I have been impressed from the moment I engaged their services, and have continued to be impressed with my return on investments. As such, every chance I get, I recommend and refer friends, family, colleagues and acquaintances to Cortez Wealth Management, and they have all been impressed and have gotten more than excellent customer service. As myself, they too have all been wonderfully satisfied. Furthermore, as an investor, entrepreneur and former professional holding multiple C-Suite positions throughout my career to include CEO and CFO of hospitals and healthcare organizations, I am very much impressed, and can not think of anyone company that could do a batter job than Cortez Wealth Management. I fully recommend them. They are excellent and outstanding at what they do. You will be impressed. Don’t take my word for it, check them out for yourself.

richard B.

5/5

Carlos is wonderful to work with and very punctual. He was able to assist in planning and putting together a road map to ensure our goals are reached. I would highly recommend Cortez Wealth Management to anyone serious about their retirement planning.

jeanne C.

5/5

I'm very happy with Carlo Cortez. I have always gain money since I been with his company. This year was the best year yet. Where I can go on a nice vacation with my husband and granddaughter. I give him 5 stars and trust his judgement on investing for me.