Sarafian Wealth Management

Services Offered

• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Insurance Analysis

Cost and Fees

While specific fees may vary based on services and client requirements, Sarafian Wealth Management typically offers a transparent fee structure. It is advisable to contact them directly for a personalized quote and to discuss any potential financial planning fees.

Local Tips

Located in the heart of Tampa, Sarafian Wealth Management is easily accessible via major roads. Consider planning your visit during non-peak hours to avoid traffic congestion. The nearby Westshore Plaza offers a variety of dining options for a convenient lunch or coffee break.

FAQs

What should I bring to my first meeting?

It is recommended to bring any relevant financial documents, including tax returns, investment statements, and a list of financial goals.

How often will I meet with my financial advisor?

Meeting frequency can be customized based on individual client needs, typically ranging from quarterly to annual reviews.

Do they offer virtual consultations?

Yes, Sarafian Wealth Management offers virtual consultations to accommodate clients who prefer remote meetings.