National Retirement Planning Experts

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Local Professionals

Robert Harwood

Harwood Financial Group

4601 W. North A Street

Tampa, FL 33609
(727) 5241427

We are confident we can show you a better way to invest!

About Harwood Financial Group

We are wealth managers and we help financially successful people navigate the challenging financial markets so that they can benefit from their endeavors and enjoy their time in retirement. We are a full service organization, from wealth management and tax reduction strategies to asset protect and estate transition planning. We do not measure our level of services against other financial firms- that just wouldn't be good enough. We strive to lead our industry in excellence.

As Fiduciaries we work for you. Your assets are custodian at well-known firms such as Fidelity and TD Ameritrade. Through our arrangements with these firms we will be able to manage your finances in a manner that is aligned with your goals. We will not earn commissions from the assets we manage; we are simply paid a flat fee based on the assets we manage. When you do well, we do well.

General Information

Firm Start Year

2007

No.of Employees

20-49

Name of Broker/Dealer

RIA

Name of Custodial Firm

TD Ameritrade & Fidelity

Years of Experience in Financial Services

15

Number of Years with Current Firm

15

Firm Information

Firm's Number of Clients

1300

Firm's Number of Planning Clients

1300

Firm's Number of Managed Clients

1300

Assets Managed by Firm

$553,334,360

Assets Managed by Advisor

$553,334,360

Disclosures

http://www.harwoodfinancialgroup.com/index.php/leg al

Disclaimer

Investment Advisory Services offered through Harwood Advisory Group. Insurance products and services are offered through the Harwood Insurance Group. Harwood Advisory Group and Harwood Insurance Group do business collectively as Harwood Financial Group, DBA.