Consilium Management Group, LLC

606 South Boulevard, Tampa
5 avis
10.00/10.00
+1 813-431-9240

Consilium Management Group, LLC sur la carte

Critiques

Mike Serrano (05.04.2014 20:18)
Josh is a skilled and dedicated professional. I have used his services on several occasions and his knowledge and keen insight have helped me and my family. His guidance and patience in the face of a challenging economy is a refreshing change from what you would normally expect from a financial consultant. I strongly endorse Josh!
Miriah Gillispie (08.01.2014 09:57)
I'm currently a resident with very little time and a lot of student debt. Josh did my taxes this year and I got a lot more back than most of my co residents and was flexible so could meet at a time that was convenient for my crazy schedule. We've also already discussed retirement planning and he helped me get disability insurance. I will definitely be using him again for my taxes and for any and all financial planning questions I have in the future.
Daniel M (08.01.2014 05:42)
We all know there are several options for financial advising these days, but Josh Thompson is different because of the personal attention and expertise he offers me. Josh is a CFP, which is extremely difficult to obtain. He does not product push, and since he has an independent platform, he is able to offer the investment/retirement vehicles that have suited me best. He has helped me build my net worth from year to year, and without his expertise and advice, I would not be able to feel comfortable about my long term investing and financial protection.
David Reno (06.01.2014 19:11)
Josh has an outstanding knowledge of financial management and has help us navigate this complex process. We highly recommend him and his firm.
Deborah Cohen (06.01.2014 17:22)
Consilium management and Josh Thompson has helped me with financial planning, investment management, and strategies to lower my tax bill. I use his financial planning platform to help organize all of my finances. I highly recommend his services if you are looking for a smart, competent advisor who will also return your phone call or emails.

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