Financial Advisors
St. Petersburg, FL
Amuni Financial is an independent financial services firm based in St. Petersburg offering comprehensive financial planning, investment management, and insurance solutions. The team works with individuals and families to develop personalized strategies for wealth building, retirement planning, and long-term financial security. They combine fiduciary financial advice with insurance expertise to provide integrated solutions tailored to each client's unique goals.
Ideal for: Individuals and families seeking comprehensive financial planning, those planning for retirement, business owners seeking integrated wealth strategies
Service area: St. Petersburg, Florida and surrounding areas
Fiduciary Standard: Amuni Financial operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests rather than their own.
Integrated Approach: Combines financial planning, investment management, and insurance solutions in one comprehensive strategy rather than compartmentalized services.
Independent Firm: As an independent financial services provider, Amuni has flexibility to recommend solutions based on client needs rather than product limitations.
Address: 720 2nd Ave S, St. Petersburg, FL 33701
Phone: (800) 868-6864
Website: amuni.com
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