Odyssey Financial - St. Petersburg, Florida

Introduction to Odyssey Financial

For individuals and families seeking expert guidance in financial planning and insurance, Odyssey Financial presents a noteworthy service option. Located in St. Petersburg, Florida, the firm operates from its address at 7024 Central Ave Suite 104, FL 33707, United States. Prospective clients can readily reach them by phone at 7272015467. Their website, odysseyfinancial.net, offers a valuable resource for initial information and contact details. Currently, Odyssey Financial maintains a limited online presence, evidenced by zero reviews on Google My Business, resulting in an average opinion of 0/5. Despite this, the firm’s commitment to accessibility and its specialties warrant further investigation by those in need of tailored financial strategies and secure insurance coverage.

Company Overview and Specialties

Odyssey Financial distinguishes itself as a firm specializing in two core areas: financial planning and insurance brokerage. This dual focus allows them to offer a holistic approach to their clients’ needs. Their financial planning services likely encompass a range of activities, including retirement planning, investment management, estate planning, tax optimization, and education funding. A qualified financial planner can assist clients in establishing clear financial goals, developing strategies to achieve those goals, and monitoring progress over time. The firm’s insurance brokerage services involve sourcing and recommending insurance policies to protect clients against various risks, such as property damage, liability, health issues, and life events. They leverage their expertise to find the most appropriate coverage options at competitive rates.

Location and Accessibility

The physical location of Odyssey Financial at 7024 Central Ave Suite 104, St. Petersburg, FL 33707, is a significant factor for many clients. The firm prioritizes accessibility, evidenced by the following features: a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. These provisions demonstrate a commitment to serving individuals with mobility limitations. Furthermore, the firm recommends appointments, suggesting a need for dedicated time to discuss individual client circumstances and develop customized solutions. This proactive approach underscores the firm’s dedication to providing personalized and thorough service. The location in St. Petersburg offers convenience for residents and visitors in the area, fostering a sense of local engagement.

Points of Interest and Services

Beyond basic accessibility features, Odyssey Financial provides a comfortable environment for its clients. The presence of a toilet within the premises is a practical consideration. The firm’s dedication to client comfort and convenience is evident in its commitment to accommodating diverse needs. Here’s a summary of key points of interest:

• Wheelchair Accessibility: Full accessibility features are available.
• Appointments Recommended: Facilitates personalized consultations.
• Financial Planning Services: Retirement, investment, estate, and tax planning.
• Insurance Brokerage Services: Property, liability, health, and life insurance options.

Customer Feedback and Reputation

Currently, Odyssey Financial has not yet accumulated any reviews on Google My Business. This lack of publicly available feedback presents a challenge in assessing the firm’s reputation directly. However, it’s crucial to acknowledge that a new or smaller firm may be actively building its online presence and customer base. It is recommended that potential clients conduct independent research and seek references from trusted sources before engaging the firm's services. While the average opinion is currently 0/5, this does not necessarily reflect the quality of the services offered. Building a positive reputation through satisfied clients is an ongoing process.

Recommendation and Next Steps

For individuals seeking comprehensive financial planning and insurance solutions in St. Petersburg, Florida, Odyssey Financial presents a viable option to explore. Despite the absence of online reviews, the firm’s commitment to accessibility and its clearly defined specialties are positive indicators. We strongly advise prospective clients to contact the firm directly at 7272015467 or visit their website at odysseyfinancial.net to schedule an appointment and discuss their specific needs. It’s worthwhile to inquire about the firm’s experience, qualifications, and approach to client service. Prior to making any decisions, conducting due diligence and verifying credentials is essential for ensuring a suitable financial partner.