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Home > Financial Planner Directory > Florida > Safety Harbor > Steven Zerbarini, CFP®, CLU, ChFC
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Steven Zerbarini, CFP®, CLU, ChFC

Zerbarini Financial, LLC

100 Main St
Ste 205
Safety Harbor, FL 34695
Phone: (727) 216-3726
Fax: (727) 216-3756

Toll-free: (866) 448-9896

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Arbitration & Mediation
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Business Taxes
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Limited Partnerships
  • Getting Married
  • Irregular Income
  • Mutual Funds
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Tangible Assets
  • Long-term Care
  • Medical & Health Issues
  • Special Needs
  • Personal Taxes

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.