Sickle Hunter Financial Advisors - Tampa, Florida

Okay, here’s a comprehensive overview of Sickle Hunter Financial Advisors, presented in a formal and helpful tone, suitable for someone seeking financial guidance:

Sickle Hunter Financial Advisors: A Trusted Partner for Your Financial Future

For individuals and families seeking comprehensive and personalized financial solutions, Sickle Hunter Financial Advisors stands as a reliable and established firm. Located at 1646 W Snow Ave Suite 144, Tampa, FL 33606, and reachable at Phone: 33216423, Sickle Hunter offers a robust suite of services designed to address a wide spectrum of financial needs. Their website, Website: sicklehunter.com, provides further details on their offerings and team.

Core Services and Specialties

Sickle Hunter Financial Advisors distinguishes itself through its diverse skillset and commitment to client success. They operate as a multi-faceted financial firm, providing expertise in:

• Financial Advisor: They offer individualized advice tailored to your unique circumstances, goals, and risk tolerance.
• Financial Planner: Creating and implementing comprehensive financial plans encompassing retirement, investments, estate planning, and more.
• Insurance Agency: Securing appropriate insurance coverage – life, health, disability, and property – to safeguard your assets and loved ones.
• Tax Consultant: Navigating complex tax laws and strategies to minimize your tax liabilities.
• Tax Preparation Service: Providing accurate and efficient tax preparation services.

Accessibility and Client-Focused Approach

Sickle Hunter Financial Advisors prioritizes accessibility and client comfort. Their facility is designed to be wheelchair accessible, featuring an onsite services, a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, they foster an LGBTQ+ friendly environment, ensuring inclusivity and respect for all clients. The firm has garnered a strong reputation for responsiveness and clarity, as evidenced by the overwhelmingly positive feedback received on Google My Business (currently averaging a 5/5 rating across 14 reviews).

What Sets Them Apart

It’s clear that client satisfaction is a cornerstone of Sickle Hunter’s operations. The firm’s commitment to detailed and patient consultations, exemplified by client testimonials like the one highlighting assistance with backdoor Roth IRAs, demonstrates a dedication to understanding individual needs. The “Ask an Advisor” service, frequently praised for its helpfulness, suggests a proactive approach to addressing client concerns. This focus on providing clear, concise explanations, particularly for those new to investment management, is a significant differentiator.

Contact Information and Recommendation

To learn more about how Sickle Hunter Financial Advisors can assist you in achieving your financial objectives, we strongly recommend visiting their website at sicklehunter.com. You can also directly contact them by phone at Phone: 33216423. Taking the first step towards a secure and prosperous financial future is easy – explore the resources available on their website and schedule a consultation to discuss your specific needs.

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👍 Reviews of Sickle Hunter Financial Advisors

Stephanie C.

5/5

HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!

Logan S.

5/5

What began as a new investment strategy, gradually became a valued friendship and space to discuss just about anything with an intelligent and charismatic human being. It’s not so much the investment tool as it is the interactions and relationship you have with your advisor. I would choose Travis with Hunter Sickle every time, no other company has even come close.

Caroline C.

5/5

James has been a fantastic advisor and someone who I trust immensely with my investments. He is detail-oriented, knowledgeable, and really listens to your goals and helps you accomplish them. I highly recommend this firm!

Jordan H.

5/5

I reached out to Travis regarding my W4 tax forms and that I was having, what I thought were, issues concerning my withholdings. He was very responsive, helpful and extremely knowledgeable. I initially found him floating around on the internet and watched his YouTube videos. I figured this guy knew his stuff and decided to reach out. He emailed back within the hour and after a few exchanges of my situation, sent me a video of the correct way to fill out the form using the online tax calculator. It was so helpful to have that specific video evidence to my individual tax situation. In the end he and his team put together a complete W4 tax form for both me and my wife to submit to our employer. But maybe more importantly, he gave me the knowledge about the way taxes are broken down, liabilities, deductions, credits, etc, that I hadn’t had prior. He definitely gave me the peace of mind going forward for the remainder of the year and next. Thank you Travis Sickle and team for your efforts! I hope to work with you guys in the future.

Margaret S. J.

5/5

Even as an older woman without a great deal to invest, I was treated with the same interest and respect as if I had hundreds of thousands to invest. As my life circumstances change, my advisor, James Baskey, directs me to investments that suit my investment risk comfort zone. And I am pleased with the results!

Michael H.

5/5

Travis and his team are incredibly hard-working, intelligent and caring. Had I taken an alternate path with my finances, my financial wherewithal would be notably weaker today. Thank you Sickle Hunter.

Jason S.

5/5

What can i say about Sickle Hunter Financial Advisors? Travis is a life saver. He has helped turn my financials arround 180 degrees.

Katherine B.

5/5

I met Travis many years ago and he and his company are wonderful. He has helped me a lot with my budget and looking for ways to save me money.