A-Z Business Solutions

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Tampa – open by appointment only – is here for you, serving Tampa and eastern Hillsborough County. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Focus your energy on growing your business not employee management

We understand the importance of a sound reputation and strive to provide the best quality service possible for our insureds. With that in mind, we have carefully selected insurance carriers with strong financial backing and a commitment to protecting their policyholders. Once you meet us - over the phone, online or in person - you'll quickly notice we're not your typical insurance agency. In each and every case, we want to create the best possible experience for our customers. Our service and commitment to you is matched only by our passion to provide you with the best protection and coverage needed for your individual circumstances.