Categories
FINANCIAL PLANNING
- 16524 Pointe Village Drive, Suite 200 Lutz FL 33558
- (727) 845-7572
- (727) 845-5983
- Send Email
- Visit Addessi Financial Partners
Hours:
9am - 5pm Monday to Friday
Driving Directions:
We are conveniently located just off the Suncoast Expressway and State Road 54 in Pointe Village.
About Us
Addessi Financial Partners is a Comprehensive Wealth Management Firm, serving successful professionals, business owners, individuals, and families. Thank you for considering us as a resource for your wealth management needs. We are proud of our firm and feel that our caring approach to handling your personal financial matters offers you a high level of confidence and clarity when we are engaged as your family’s trusted advisor.
For more than 38 years, our locally owned, independent firm has specialized in holistic financial and life planning for our clients. It is our belief that the relationships we forge with you throughout the different stages of your life will contribute to your continued success. To us, it's all about you.
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Rep/Contact Info
Emily C Addessi
Business Operations Manager
- Phone: (727) 845-7572
- Fax: (727) 845-5983
- Send an Email
- 16524 Pointe Village Drive Suite 200 Lutz FL 33558
Wendy C Addessi
Executive Administrator
- Phone: 727 845 7572
- Send an Email
- 16524 Pointe Village Drive Suite 200 Lutz FL 33558
Michael O. Addessi, AIF
Associate Financial Advisor
- Phone: (727) 845-7572
- Fax: (727) 845-5983
- Send an Email
- 16524 Pointe Village Drive, Suite 200 Lutz FL 33558
Michael V. Addessi, CFP®, AIF, EA
President/CEO
- Phone: (727) 845-7572
- Fax: (727) 845-5983
- Send an Email
- 16524 Pointe Village Drive Suite 200 Lutz FL 33558
Aaron M Lyon
Financial Planner
- Phone: (727) 845-7572
- Fax: (727) 845-5983
- Send an Email
- 16524 Pointe Village Drive Suite 200 Lutz FL 33558
Christine J McLean, CFP®, EA
Senior Financial Planner
- Phone: (727) 845-7572
- Fax: (727) 845-5983
- Send an Email
- 16524 Pointe Village Drive Suite 200 Lutz FL 33558
Micki R Montenare
Director of First Impressions
- Phone: (727) 845-7572
- Fax: (727) 845-5983
- Send an Email
- 16524 Pointe Village Drive Suite 200 Lutz FL 33558
Laura N Woods, CFP®
Senior Financial Planner
- Phone: (727) 845-7572
- Fax: (727) 845-5983
- Send an Email
- 16524 Pointe Village Drive Suite 200 Lutz FL 33558