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Home > Financial Planner Directory > Florida > Tampa > James L. Erb, Jr., CFP®, CLU, ChFC,CASL
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James L. Erb, Jr., CFP®, CLU, ChFC,CASL

James L. Erb & Associates

1511 N West Shore Blvd
Suite 500
Tampa, FL 33607-4595
Phone: (813) 426-1049
Fax: (813) 876-3952

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Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Long-term Care

 

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