www.payantwealthmanagementgroup.com
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Submitted URL: http://payantfinancial.com/
Effective URL: https://www.payantwealthmanagementgroup.com/
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.payantwealthmanagementgroup.com/
Submission: On March 08 via api from US — Scanned from DE
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Text Content
813-633-7333 tpayant@payantwealthmanagementgroup.com Schedule a Complimentary Meeting Menu * Home * Our Team * One Place: All the Answers * Our Story * Payant Wealth Management Team * Professional Tax Services * Payant Insurance Solutions * Estate Planning * Why Us * Multi-Generational * Pershing * World Class Service * Fiduciary-Independence * Client Meetings * Our Process * Our Approach * Our Clients * Retirees and Pre-retirees * Multi-generational Families * Individuals in Transition * Entrepreneurs, Business Owners, and Executives * Client Bill of Rights * Media * Weekly E-Letter * TV Commercials * In The News * Videos * Radio Shows * Turning Point * Photos * Webinars * Events * Resources * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Form CRS * Tools * Glossary * Tax Resources * Calculators * All Videos * All Articles * Connect * Retirement Survey * Connect * Account Access Schedule a Complimentary Meeting WORLD CLASS SERVICE We serve multi-generational clients in 40 states across the USA Learn More CLIENT BILL OF RIGHTS We are dedicated to providing you the highest standards of service, performance and professionalism Learn More TRUSTED More than an advisor, we seek to be your partner, coach, and friend Learn More FIDUCIARY & INDEPENDENT We are a fiduciary, placing your interests ahead of ours and delivering objective, unbiased recommendations Learn More WORLD CLASS SERVICE We serve multi-generational clients in 40 states across the USA Learn More CLIENT BILL OF RIGHTS We are dedicated to providing you the highest standards of service, performance and professionalism Learn More TRUSTED More than an advisor, we seek to be your partner, coach, and friend Learn More FIDUCIARY & INDEPENDENT We are a fiduciary, placing your interests ahead of ours and delivering objective, unbiased recommendations Learn More WHERE DO YOU WANT YOUR FUTURE FINANCIAL ROADMAP TO TAKE YOU? BRINGING YOUR ENTIRE PICTURE TOGETHER: ONE PIECE AT A TIME Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. At Payant Wealth Management Group, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started. “TRUSTED INSIGHTS FROM EXPERIENCED ADVISORS” “TRUSTED INSIGHTS FROM EXPERIENCED ADVISORS” “TRUSTED INSIGHTS FROM EXPERIENCED ADVISORS” “TRUSTED INSIGHTS FROM EXPERIENCED ADVISORS” “TRUSTED INSIGHTS FROM EXPERIENCED ADVISORS” “YOUR LIFE IS A RESULT OF THE CHOICES YOU MAKE… IF YOU DON’T LIKE YOUR LIFE THEN IT IS TIME TO MAKE BETTER CHOICES. THIS IS CERTAINLY TRUE OF YOUR FINANCIAL AND INVESTMENT DECISIONS” - Tom Payant “YOUR LIFE IS A RESULT OF THE CHOICES YOU MAKE… IF YOU DON’T LIKE YOUR LIFE THEN IT IS TIME TO MAKE BETTER CHOICES. THIS IS CERTAINLY TRUE OF YOUR FINANCIAL AND INVESTMENT DECISIONS” - Tom Payant “YOUR LIFE IS A RESULT OF THE CHOICES YOU MAKE… IF YOU DON’T LIKE YOUR LIFE THEN IT IS TIME TO MAKE BETTER CHOICES. THIS IS CERTAINLY TRUE OF YOUR FINANCIAL AND INVESTMENT DECISIONS” - Tom Payant “YOUR LIFE IS A RESULT OF THE CHOICES YOU MAKE… IF YOU DON’T LIKE YOUR LIFE THEN IT IS TIME TO MAKE BETTER CHOICES. THIS IS CERTAINLY TRUE OF YOUR FINANCIAL AND INVESTMENT DECISIONS” - Tom Payant “YOUR LIFE IS A RESULT OF THE CHOICES YOU MAKE… IF YOU DON’T LIKE YOUR LIFE THEN IT IS TIME TO MAKE BETTER CHOICES. THIS IS CERTAINLY TRUE OF YOUR FINANCIAL AND INVESTMENT DECISIONS” - Tom Payant TAKE CONTROL AND LEARN ABOUT WHERE YOUR MONEY CAN GO TODAY TAKE THAT FIRST STEP TO PERSONAL INVESTING WITH OUR LIBRARY OF RESOURCES RETIREMENT ESTATE LIFESTYLE INSURANCE TELL US HOW WE CAN HELP YOU TODAY Name Email Address Phone Message Send Thank you! Oops! CONTACT Office: 813-633-7333 Toll-Free: 800-330-4248 Fax: 813-633-6420 Sun City Center Office 1653 Sun City Center Plaza Sun City Center, FL 33573 Sarasota Office 6901 Professional Parkway Suite 104 Sarasota, FL 34240 Send an Email QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Form CRS Thomas A. Payant offers securities through Osaic Wealth, Inc., member FINRA/SIPC. Thomas A. Payant offers investment advisory services through Payant Wealth Management Group, a Registered Investment Advisor not affiliated with Osaic Wealth, Inc. 1653 Sun City Center Plaza, Sun City Center, Florida 33573 6901 Professional Parkway, Suite 104 is a meeting location, by appointment only, for Tom Payant and Jay Mulligan. Books and records are maintained at 1653 Sun City Center Plaza, Sun City Center, FL 33573 This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. California Insurance License #0B76430 Third-party rankings and recognition are no guarantee of future investment success and do not guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. This rating should not be construed as an endorsement of the advisor by any client nor is it representative of any one client's evaluation The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.