Harwood Financial Group Email Format

Financial ServicesFlorida, United States11-50 Employees

Harwood Financial Group is a financial services firm that provides wealth management and comprehensive financial planning. The company emphasizes fiduciary duty, aiming to manage clients’ assets in line with their goals through custodians such as Fidelity and TD Ameritrade, and it operates on flat-fee compensation rather than commissions. Its services span wealth management, tax reduction strategies, asset protection, and estate transition planning, with a focus on timely, personalized communication and regular, dedicated client contact. Based in Tampa, Florida, the firm serves financially successful individuals seeking guidance to navigate complex markets and retirement planning, positioning itself as a full-service advisor in the wealth management space. The organization states a commitment to industry-leading excellence and distinguishes itself by aligned interests with clients, noting that client success drives the firm’s outcomes. A recent development note is not provided beyond standard client-focused services and arrangements with major custodians.

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