Successful Portfolios helps clients manage personalized investment portfolios designed to create and protect wealth. We help our retired clients plan durable, secure income from their retirement nest egg. Our licensed advisors are well-trained and ready to help you craft a portfolio that meets your near- and long-term goals. For your choice and convenience, Successful Portfolios participates in the independent advisor programs at TDAmeritrade, Scottrade and Interactive Brokers. We accept discretionary and non-discretionary advisory accounts. Our compensation arrangement is simple, reasonable and investor friendly.

Website: successfulportfolios.com

Phone: (727) 744-3614

Cross Streets: Between Pinellas Trl and Magnolia Dr