Addessi Financial Partners is a locally owned, independent wealth management firm based in Lutz, FL. With over 39 years of experience, they specialize in holistic financial and life planning for successful professionals, business owners, individuals, and families, offering a caring approach that instills confidence and clarity as trusted advisors.
Their team of Financial Advisors, registered and licensed in the states they operate, provides comprehensive services including wealth management, risk management, taxation, business planning, retirement planning, and estate planning. As a member of Commonwealth Financial Network, they offer securities and advisory services, while also providing separate fixed insurance products and services. Addessi Financial Partners is dedicated to building lasting relationships with their clients, contributing to their continued success throughout different stages of life.
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