At Vilardi Financial Center, the client is our sole and unwavering priority.
Our motivation to pursue careers as financial professionals is deeply rooted in personal experiences. Witnessing close friends and family grapple with the challenges of planning their financial futures inspired us to take action. We firmly believe that, armed with our expertise in personal finance and our strategic partnerships, we can offer invaluable assistance in helping people prepare more effectively for what lies ahead. After many years in this field, we’ve come to understand that clients benefit most from a comprehensive array of services working in harmony to chart their financial future. This insight drove the creation of Vilardi Financial Center—to simplify financial education and support individuals in comprehending personal finance principles, all within a single accessible platform.
In our practice, our sole focus is on the client—only the client. Through our extensive experience, we’ve discerned that a collaborative team approach is an effective strategy for assisting clients with diverse needs as they navigate the intricate world of financial services. We cordially invite you to explore the remarkable potential of our services. We firmly believe that soliciting input from various sources with diverse backgrounds, education, and experience can offer substantial benefits to our clients.
At Vilardi Financial Center, we adopt a proactive stance to assist you in developing a tailored strategy to address your financial goals and objectives, employing the most efficient methods available. There’s no need to delay! Reach out to us today and experience the unique difference that VFC can bring to your financial journey.
Josh Vilardi
– AWMA™, CRPS™ Vilardi Wealth Management
Senior Partner, President
727-304-1410
727-304-2183
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Jennifer Vilardi
– Vilardi Financial Center
Owner & Licensed Insurance Agent
727-304-5484
727-306-0693
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April Bronson
– Vilardi Wealth Management
Senior Partner, Practice Business Manager
717-304-1417
727-304-2183
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Austin Richardson
– Agent Capstone Insurance, LLC
Agent
727-269-5769
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Bianca Naughton
– Vensure HR
Regional Sales Manager
941-724-0863
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Carly Stivers
– Vilardi Financial Center
Licensed Insurance Agent
727-304-5484
727-306-0693
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George Klimis
– True Blue Title
Owner & Business Development
727-371-9400,707
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Greg Richardson
– CIC Capstone Insurance, LLC
Agent
727-265-3207
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Harold Bradshaw
– True Blue Title
Owner & Licensed Title Agent
727-371-9400,701
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Henny L. Shomar
– Director, Tripp Scott
Estate Planning/Legal Support
954-765-2908
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Manny Rizzuto
– CMPS
Certified Mortgage Planner
908-334-7182
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Michelle Bradley
– CEO, Tax Pro Business Advisory Group
CPA & Tax Attorney
813-831-6100
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Randa Moore
– Coldwell Banker & F.I. Grey & Son Residential, Inc.
Commercial and Residential Real Estate Agent
707-387-2534
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Richele Green
– Richele Insurance Girl, Inc.
Licensed Health Insurance Agent
727-389-3037
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Client-Centered
Whether you are investing to accumulate wealth, safeguard your family, or safeguard your assets, our dedicated service team is attuned to your requirements, desires, and enduring objectives.
The VFC team of seasoned professionals boasts a wealth of experience in the realm of financial services. We are fully equipped to assist you in addressing your current needs as well as those that may arise over the long term. We eagerly anticipate the opportunity to collaborate with you.
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