Florida Veterinary Advisors - Tampa, Florida

Paul N.

AVOID these guys! They will drain your retirement. Tom and CJ misrepresented who they were and sold my wife insurance (they are brokers) and financial products she didn’t need and in some cases explicitly said she didn’t want. They receive LARGE commissions to sell those products but never disclose that. Ultimately she lost tens of thousands of dollars of her retirement funds due to their misguided and self-rewarding advice.

Brooke C. D.

My husband (also a veterinarian) and I met with Tom & CJ soon after purchasing our first hospital in 2015. We were new to business ownership, parents of young children and in general had a lot on our plate.
They helped us navigate our new financial situation and kept us on track with what we needed to keep our family protected - setting us up for the most success.
7 years down the road and the addition of another hospital - we are still partnering with them and Florida Veterinary Advisors. There have been bumps in the road of course, but we have seen continued success and I have to attribute a good portion of that to their partnership. Thank you Tom & CJ for all that you do. We can really tell that you treat your clients individually (no cookie cutter situations) and how much you care. <3

Cindy B.

C.J. and Tom were wonderful. They helped us get organized and more prepared for the future financially. It was all done a little bit at a time which kept things easier to understand and within our comfort level. I would highly recommend them.

Stephanie A.

Overall we have loved working with the entire team. They are always willing to help guide us in the best direction for our needs. If we have questions about what to do, they are always willing to go above and beyond to make sure we fully understand our options. We are so happy to have found them and know we are in very good hands.

Cherie T. B. D.

When I met with Tom for the first time I thought “just another financial advice meeting where they’ll tell me I’m doing everything wrong. *eye roll*

Instead, I got an in-depth explanation of how finances and investing work. There is SO MUCH education - with as many repetitions as you need to “get it”. I love the quarterly meetings as well.

Tom and CJ will hold you accountable - which can be mighty uncomfortable. But that discomfort is what led me from saving a hundred dollars a month to THOUSANDS of dollars a month. I wish had met them waaay sooner - I’d probably be enjoying an early retirement by now!

Claudette P.

The best guys in town!

Cooper L.

Corynne N.