If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Ted Black is a CERTIFIED FINANCIAL PLANNER® professional offering clients unbiased and personalized advice in the areas of retirement, investment, and tax planning. As a registered investment advisor representative, Ted has a legal fiduciary duty to place clients' best interests first on all occasions.
I am an independent advisor, not an employee of a bank, brokerage firm or insurance company. As a fee only advisor, I work for and get paid only by my clients. No commissions or any other hidden fees. This provides clients with a relationship in which advisor pay and incentives are fully transparent.
Overview
Hired 1 time
Serves Longwood, FL
Background checked
1 employee
31 years in business
Business hours
SunClosedMon8:00 am - 6:00 pm
Payment methods
Ask this pro about their preferred payment method.
Services offered
Service type
Work location
My customers travel to me
Reviews
Customers rated this pro highly for work quality, punctuality, and value.
5.0
1 review
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Aurelis R.
Apr 7, 2019
•
Hired on Thumbtack
I met with Ted for tax preparation and financialplanning consultation. He was very accommodating with my schedule, attentive to my questions, and thorough and insightful with his answers. Thank you!
Personal Financial Planning
Credentials
Background Check
Charles Black Jr
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
We are independent advisors, not employees of a bank, brokerage, or insurance company. We have a fiduciary responsibility to act in our client's best interest at every step of the way. Our Financial Planning and Investment Management services are strictly fee based. No commissions or any other hidden fees.
What is your typical process for working with a new customer?
We have found that the best way to determine if a client and advisor have the basis for a successful, long-term working relationship is to have in person meeting in which both the prospective client and advisor are free to ask questions, share experiences and determine expectations. These meetings are free of charge and typically take between 30 and 60 minutes.
What education and/or training do you have that relates to your work?
Bachelor of Science in Business Administration - University of Central Florida
- CERTIFIED FINANCIAL PLANNER Professional
