About Us
Get to Know Our Financial Planning Company
Helping people have peace of mind about their finances for over 15 years
Florio Wealth Management, LLC is owned and operated by our president, James Florio. As a experienced fiduciary and investment advisor representative, James is more than qualified to help you create the perfect financial plan for your future. His passion for helping seniors and veterans make well-informed financial decisions, which makes our company so special. Our advisor provides you with the resources, advice, and dedication you need to manage and grow your wealth.
What services do we offer?
Our financial planning company offers a wide range of services in St. Petersburg, FL. Our customers rely on us for:
- Personal financial planning
- Retirement planning
- Education planning
- Tax reductions
- Guaranteed income strategies
- Social Security strategies
- Asset growth and preservation
Contact us today to learn more about our financial planning services. We'll be glad to meet with you to discuss your needs and goals.
Our Team
Meet our team, who will help you by providing favorable financial guidance that will have a long-term impact on your life.
We look forward to getting in touch with you so that we can discuss your financial objectives and work together to create a secure future for you.
Jim Florio
Fiduciary
Investment Advisor Representative
National Social Security Advisor
