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WHAT WE DO

Financial Advisors in Tampa and St. Petersburg, FL

As financial advisors located in Tampa and St. Petersburg, we specialize in financial planning and wealth management. For our clients, ‘wealth’ is more than just money. It is their ability to do what they want, when they want and how they want.
Our role is to help them get there.

Schedule a Conversation with a CFO Team Member

Products & Services

Phone: 813-374-9676
Fax: 813-374-9679
Toll Free: 866-453-7737

Email: scott@ourcfoteam.com

1511 N. West Shore Blvd.
Suite 1100
Tampa, FL 33607
United States

3637 4th St. N, Suite 210, St. Petersburg, Florida 33704

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Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

We are registered to sell Securities in the following states:  Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Tennessee, Texas, Virginia, Wyoming.

© 2026 Concierge Financial Organization. All rights reserved.