Silver Key Wealth Management

7 recommendations and reviews from 5 people

• Referral from October 15, 2014
  

  Jennifer K. asked:

  Any recommendations for a good financial advisor? We're not wealthy or in need of estate planning - just basic financial and retirement guidance from someone who is trustworthy and reasonable.

  

  Sandra K. replied:

  Sharon Herman@Silver Key Wealth, 813-661-1926

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• Referral from January 20, 2014
  

  Monique V. asked:

  Does anyone have contact info for a person that sells Life Insurance for my mother in law?

  

  Jennifer A. replied:

  Sharon Herman, FH resident, 813-661-1926

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• Referral from December 7, 2013
  

  Paula D. asked:

  Does anyone have a financial planner you love? Please let me know. I have been so happy with the service providers that I have contacted after being recommended on here. TIA!

  

  Sharon H. replied:

  Thank you all for the kind words and support! Paula Lee Dunham I am an independent financial advisor who uses LPL as their broker dealer. I've been in business for 12 years and am fully licensed and educated in using all investment vehicles out there. Because of this, I am able to give my clients truly unbiased financial advice and the portfolios that I construct for them are the investments that they need- not limited by what the big companies want you to use. Please read more about me at www.silverkeywealth.com. I was a top 5 finalist for the Tampa Bay Business Woman of the Year awarded by the Tampa Bay Business Journal. I'm really proud and honored to be thought of so highly by them. I have a fee based practice, so everything is transparent to my clients. If you would like a no obligation appointment, feel free to give me a call at 813-661-1926. Thanks much!

  

  Janet O. replied:

  Sharon Herman, Silver Key Wealth Management, right here in Fishhawk. The best!

  

  Christine H. replied:

  here's a little more info on Sharon Herman - FHR resident, fee based, nationally licensed -- she is absolutely wonderful http://www.silverkeywealth.com/

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Recommendations from Sharon H.

• Referral from October 24, 2014
  

  Alyson K. asked:

  Does anyone have a local financial advisor who they love and have done well with?

  

  Sharon H. replied:

  Thank you all! Please feel free to learn more about my practice. www.silverkeywealth.com

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• Referral from January 14, 2014
  

  Jennifer A. asked:

  Looking for a recommendation for professional advice on retirement accounts. Thanks!

  

  Sharon H. replied:

  Hi Jennifer . I'd be happy to help you, if you like. I've been a financial advisor for 12 years and have my own firm. I was also a top 5 finalist for the Tampa Bay Business Woman of the year in 2012. www.Silverkeywealth.com You can PM me or give me a call at 813 661 1926. Take care!

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