Oldano & Associates, An Ameriprise Platinum Financial Svc
27440 Cashford Cir Ste 101, Wesley Chapel, FL 33544
It begins with a telephone conversation to discuss your issues, questions, concerns and goals. If your feel that a complementary face to face meeting is more appropriate, we would welcome that opportunity to meet you. From there, you decide if you wish to work with us using a time frame that best fits your schedule.
More Business Info
18 years of comprehensive financial advisory experience!
- Hours
- Regular Hours
Mon: Tue: Wed: Thu: Fri: Sat - Sun Closed - Extra Phones
Fax: 813-428-5904
TollFree: 888-929-5999
- Services/Products
- Retirement Planning and Income Specialist, Asset Manangment, Estate Planning, Education Savings, Charitable Giving.
- Payment method
- check, debit, all major credit cards
- Location
- State Road 56 East toward Bruce B Downs. Left on Ancient Oaks Blvd, Right into Summerfield Professional Park. Left on Cashford Circle. Office Park is behind Sam's Club. Call (813) 428-5900 if you require addition directions.
- Amenities
- Certified Financial Planner, Chartered Retirement Planning Counselor
- Accreditation
CERTIFIED FINANCIAL PLANNER, CFP Board of Standards, License 62928
Chartered Retirement Planning Counselor, College for Financial Planning, License 00490178
- Associations
- Financial Planning Association
- AKA
Ameriprise Financial, Inc.
- Other Link
- Categories
- Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Investments, Retirement Planning Services