24/7 Available · Safety Harbor
24-Hour Financial Advisors in Safety Harbor, FL — Always Available
Emergencies don't keep business hours. These financial advisors in Safety Harbor are available 24 hours a day, 7 days a week — including holidays.
As of June 2026, RatingsNearMe ranks 11 financial advisors in Safety Harbor, FL by verified customer ratings and review volume. The highest-rated is Angle-Lau Wealth Management / Bull & Bear Wealth Management Partners with a 5.0-star rating from 66 verified reviews. Also in the top tier: Bay Harbor Private Wealth Group and Unified Wealth Management. The average rating across all listed financial advisors in Safety Harbor is 4.9 stars from 21 reviews per business on average.
Financial advisors in Safety Harbor typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
11
Businesses listed
4.9★
Avg rating
21
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Angle-Lau Wealth Management / Bull & Bear Wealth Management Partners
640 Brooker Creek Blvd Suite 400, Oldsmar, FL 34677, USA
Bay Harbor Private Wealth Group
1713 S Lois Ave Suite 201, Tampa, FL 33629, USA
Unified Wealth Management
220 Pine Ave N suite a, Oldsmar, FL 34677, USA
Financial Advisors Rankings in Safety Harbor, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Angle-Lau Wealth Management / Bull & Bear Wealth Management Partners640 Brooker Creek Blvd Suite 400, Oldsmar, FL 34677, USA | 5.0★ | 66 |
| #2 | Bay Harbor Private Wealth Group1713 S Lois Ave Suite 201, Tampa, FL 33629, USA | 5.0★ | 17 |
| #3 | Unified Wealth Management220 Pine Ave N suite a, Oldsmar, FL 34677, USA | 5.0★ | 41 |
| #4 | Rogan & Associates200 9th Ave N #100, Safety Harbor, FL 34695, USA | 4.5★ | 8 |
| #5 | Edward Jones - Financial Advisor: Nicholas Macaluso28100 US Hwy 19 N Suite #305, Clearwater, FL 33761, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Faith V Wilson, AAMS®1700 McMullen Booth Rd #4, Clearwater, FL 33759, USA | — | — |
| #7 | Cortez Wealth Management3935 Tampa Rd STE 3, Oldsmar, FL 34677, USA | 5.0★ | 25 |
| #8 | Edward Jones - Financial Advisor: Doris Muller, CFP®|AAMS®300 State St E STE 102, Oldsmar, FL 34677, USA | 5.0★ | 7 |
| #9 | AdviceWise Financial935 Main St STE B1, Safety Harbor, FL 34695, USA | 5.0★ | 13 |
| #10 | The Tranel Financial Group310 10th Ave N, Safety Harbor, FL 34695, USA | 5.0★ | 13 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Safety Harbor
Rogan & Associates
200 9th Ave N #100, Safety Harbor, FL 34695, USA
Edward Jones - Financial Advisor: Nicholas Macaluso
28100 US Hwy 19 N Suite #305, Clearwater, FL 33761, USA
Edward Jones - Financial Advisor: Faith V Wilson, AAMS®
1700 McMullen Booth Rd #4, Clearwater, FL 33759, USA
Cortez Wealth Management
3935 Tampa Rd STE 3, Oldsmar, FL 34677, USA
Edward Jones - Financial Advisor: Doris Muller, CFP®|AAMS®
300 State St E STE 102, Oldsmar, FL 34677, USA
AdviceWise Financial
935 Main St STE B1, Safety Harbor, FL 34695, USA
The Tranel Financial Group
310 10th Ave N, Safety Harbor, FL 34695, USA
Edward Jones - Financial Advisor: Rory O'Connor, AAMS®
500 Main St Suite F, Safety Harbor, FL 34695, USA
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Frequently Asked Questions — Financial Advisors in Safety Harbor
What is a fiduciary financial advisor and why does it matter in Safety Harbor?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Safety Harbor, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Safety Harbor?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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