At Harwood Financial Group, our mission is to achieve financial goals and provide insight along the way. Our wealth advisors use their focus, passion, and experience to build comprehensive financial plans and foster a community around those who are looking after your investments.
Personal finances and planning It can be hard to budget properly. Even those who make a great deal of money find themselves in trouble financially because they weren't cognizant of their spending. We can help clients from any income bracket with services such as: Savings plans Bill consolidation Budget planning Planned payment schedules Income growth In today's age, you need a competent company to handle your books effectively, and efficiently. Our business bookkeeping services include: Daily recording of expenses Daily recording of income Weekly bank reconciliation Daily cash flow projection reports Profit & loss reports Balance sheet report Information systems management In today's modern world, businesses rely on Information Systems to alleviate work throughout the day. If your business happens to be utilizing NetSuite or QuickBooks and you feel you are not using it to its fullest potential, let our experts help. Our certified team can manage, administrate, and implement to ensure an optimally running business.
Independent Financial Planning practice serving the Tampa Bay area including Safety Harbor, Clearwater, Oldsmar, Westchase, Palm Harbor, Dunedin, Largo, St. Petersburg, and Tampa.
Our purpose and commitment is to serve you and your family in making a difference when it comes to your financial affairs. Our goal is to build a relationship with you and to be on your side throughout your life stages and help you leave a legacy for your family. Accumulating wealth throughout your life takes persistence and focus. It's a journey that we enjoy taking together with you and your family because working toward your destination can mean financial confidence for you and your loved ones. We will guide you to better prepare you and your family to build confidence, clarity and comfort by being your Chief Financial Officer of your financial affairs. We will help navigate you through the economic environments toward your future and we believe that our relationship with you and your family will be lasting and trustworthy through our hard work and dedication.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Seminole, FL area, John Joseph Lomba will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
