F. J. Velten & Sons, Inc.
Investments and Financial Planning
At F.J. Velten & Sons, Inc., we know and understand that the more informed you are about your financial situation, the more likely you are to make informed decisions. We commit to doing what we can to assist you and support you in making proper financial decisions in every aspect of your financial lives.
We at F.J. Velten & Sons, Inc. aim to provide you with the most personal service possible. We will take the time to get to know your priorities and understand what you wish to achieve financially both in the short-term and long-term. We provide advice as well as wealth management services to meet your needs, and the diverse needs of your family and your businesses. We will continually strive to help each client attain financial security and stability in order to achieve financial independence and wellbeing.
We serve clients from all over the Tampa, St. Petersburg, Clearwater metro area and throughout Pasco, Hillsborough, Hernando, Pinellas, Manatee, Sarasota and Polk Counties and beyond.
Our firm is made up of a team of experienced financial advisors and insurance professionals, headed by founder and President Frank J. Velten, a Certified Financial Plannerô Professional with 20 years of experience. We provide sound advice and management services on a wide range of financial matters, including Investments, Financial Planning, Insurance, Estate and Tax Planning.
Investments cover everything from Brokerage Accounts and various forms of Individual Retirement Accounts (IRAs) to Common and Preferred Stocks, Bonds, and Annuities. Financial Planning tackles Retirement Plans, Tax Plans, College Plans, and Estate Plans to Tax Free Investment Planning and Tax Deferred Investment Planning.
Insurance covers Life Insurance, Long Term Care Insurance, and Annuities, while Tax Planning discusses Tax Reduction Strategies and Individual Federal and State Tax Preparation and Planning.
Our services go beyond providing our clients with investments and financial plans. We invite you to consider F.J. Velten & Sons, Inc. as you make plans for your future. Allow us to be your financial advisor and wealth management partner for generations to come.
Free No Obligation Investment Portfolio Review
Call us today at (727) 815-0300 or toll-free at 1-866-815-0300 to speak with a professional financial planner and to schedule an Investment Portfolio, Annuity and Estate Planning Documents Review at no cost and without obligation.
New Port Richey Location