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Apex Advisor Group
Apex Advisor Group

Apex Advisor Group

Offers remote services
Offers remote services
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Introduction: At World Financial Group (WFG),* your dreams matter to us. We understand the financial challenges that make it harder to achieve your goals, and we’re ready to provide the assistance you need. We believe your financial success, no matter your current situation or economic status, is achievable. Our mission, to help build and protect wealth for families and individuals from all walks of life, extends to you, so you don’t have to go it alone. Your WFG associate will walk alongside you in your journey to financial success, helping you assess your situation, understand how money works, and find the products and services that can best fit your needs. No matter what your goals, it’s important to start taking control of your money now and let it start working for you. Your better tomorrows can begin today. Face your future with optimism No matter what financial challenges you face – whether it’s debt, limited savings and investments, or lack of life insurance — they can be resolved successfully. By providing you with a better understanding of your financial situation and access to products and solutions that are appropriate for your specific goals, your WFG associate can help you achieve your dreams. At WFG, we don’t believe in “one size fits all.” Your licensed WFG associate offers a broad array of solutions from many well-known providers, and works together with you to determine the best strategy based on your needs.
Overview

Hired 4 times

Serves Tampa, FL

Background checked

4 employees

11 years in business

Payment methods

Cash, Credit card, PayPal, Square cash app, Venmo, Zelle

Social media

Facebook

Featured Projects

2 photos

Specialties
Special tax situations

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Reviews

Customers rated this pro highly for punctuality, professionalism, and responsiveness.

5.0

2 reviews

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Karen M.

Individual Tax Preparation

Carlos was the best I have ever dealt with!! He was thorough, responsive, quick and so pleasant. He did an excellent job and I would recommend him to everyone Corporate or Individual! Thank You Carlos for all you do!!
Feb 29, 2020
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Verified
Allan B.

Great presentation !! Very good and detailed breakdown of my finances.
Feb 9, 2017
Credentials
Background Check

CARLOS ROSARIO

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