Darwin Wealth Management
⭐4.1 ( 13 Reviews )
Address: 4601 W North A St, Tampa, FL 33609, USA
Overview of Darwin Wealth Management
Darwin Wealth Management is located at 4601 W North A St, Tampa, FL 33609, USA and is recognized for its dependable service and commitment to quality. With a solid 4.1-star rating from 13 reviews, many customers have shared positive experiences and trust in what the business provides.
The team at Darwin Wealth Management focuses on making sure every customer is satisfied. They aim to offer helpful support, clear communication, and reliable service every step of the way. Whether you’re reaching out for the first time or coming back for more, they’re always ready to assist.
To learn more or speak with someone directly, you can call Darwin Wealth Management at +1 813-579-4074. You can also visit their website at http://www.darwinwealth.com/ for more information about what they offer.
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Address: 4601 W North A St, Tampa, FL 33609, USA
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Operating Hours:
- Monday: 8:30 AM – 5:30 PM
- Tuesday: 8:30 AM – 5:30 PM
- Wednesday: 8:30 AM – 5:30 PM
- Thursday: 8:30 AM – 5:30 PM
- Friday: 8:30 AM – 5:30 PM
- Saturday: Closed
- Sunday: Closed
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I met Mr. Harwood previously as I planned to transition from the military. He presented useful information to a group of us on post-military retirement and investing. I was impressed with the strategy and care his company took with customer financial management. I contacted his office to set up an appointment to review my family’s financial standing and discuss potentially hiring Harwood Financial as our fiduciary. I was turned away at the first screening due to not having enough liquid capital. Quite disappointing since it appeared he was interested in supporting fellow veterans as they transitioned and there are few individuals who become wealthy from spending 20+ years in the military.
Occasionally, while driving in our community, I will switch to AM Radio for a break. Three years ago that occurred. I found Robert Harwood discussing the benefits of a no obligation financial review. After just evaluating my Merrill and Raymond James accounts the evening before, I said why not. as I thought my results should have been better. (I will admit hearing he is a USAF pilot helped, figuring honesty and integrity must be in his blood.)
Fast forward 3 years, results are SUPERB!! Their team approach to strategizing our financial futures has paid remarkably for me! And ,this review ,being written 4/08/20 during the virus crisis, finds The Harwood Group has me + 15% , due to significant changes we made 3 months earlier.
I challenge anyone not with Harwood to find such a positive result in this torrid financial setting. And, after you meet their team, you will feel like a family member, because they Care!!
Thank you Robert, and your team!! I feel I can now hit my retirement goals while many close friends will not at the end of this year!!
In conclusion, as he comments on his radio show, just give them a try!! You will feel the difference a fiduciary makes that 1st. day compared to other groups. I promise! Dr. Tony M
The Harwood Financial Group provides a very professional, knowledgeable and friendly financial service. Kevin Harwood has been our advisor for the past four years, and always shows great detailed knowledge of the market and what is happening in the financial world. He shows us everything that he has been doing for us each quarter by the use of graphs, charts, and updates both through computer applications and printed copies. He is approachable, friendly, extremely knowledgeable, and treats us with the upmost respect. We highly recommend Kevin and the entire Harwood Financial Group. Thank you!
Robert Harwood and his excellent team at Harwood Financial have done a fantastic job managing my portfolio for the past three years. They patiently answer every question I have about my accounts, directly give their advice on strategy – giving special consideration to potential life events if raised, and the protections they have built into their investment model for market disruption are truly impressive. I feel on top of my finances, I’m excited about my financial direction, and I feel confident that I will reach my financial goals all because of the hard work of Harwood Financial. The icing on the cake? They’re personable and treat you like family. I cannot recommend them more strongly.
I have been very happy with the job Harwood Financial has done with our finances over the past 4 years. They have customized our portfolio to meet our needs and desires and I am confident in the financial plan they have put in place for us. I have been especially impressed with the market downside protection they have built into the plan. We moved to Tennessee two years ago, but we kept our money at Harwood Financial. I highly recommend them to others.