Connect with Top-Rated Financial Planners in Saint Petersburg!

We offer personal investment management with common sense portfolios, transparent fees and no conflicts of interest. Our Senior Manager, Dena Minning, will design a unique investment strategy to meet your personal needs. With Dena, you will be able to establish the level of involvement you would like to have in the management of your portfolio as well as formulate a plan and approach that makes you comfortable. Because, with Personal Asset Management, it is all about YOU!

Frey Masterson Investment Advisors is a comprehensive financial planning and investment management firm that provides personalized service to help clients navigate life's transitions. Our team of experts, led by Certified Financial Planners, offers guidance on topics such as retirement planning, legacy planning, estate planning, and more. With a partnered approach to financial planning, we manage your portfolio as a team, drawing on our collective industry experience and diverse knowledge base to deliver tailored solutions. Our commitment to client relationships and personalized service sets us apart from other financial advisors.

AVID Planning is a financial planning and wealth management company based in St. Petersburg and Tampa Bay, Florida, providing personalized services to individuals and couples. Our team uses a unique process to guide clients in exploring and gaining clarity on their financial priorities, values, and goals. We offer a range of solutions, including financial planning, investment management, and retirement planning. With a focus on building meaningful relationships and personalized guidance, our goal is to help clients achieve financial success and fulfillment.

MacDonald Financial helps individuals over 50 plan for a happy retirement through wealth management, social security planning, tax planning, and Medicare insurance guidance. With over 30 years of experience, our practice is built on trust, transparency, and accountability.