Business Details
About
Financial PlannerFinancial Planning
With over 20 years of experience serving Tampa Bay, Lutz, Wesley Chapel, and surrounding areas, Mike Garcia, AAMS®, delivers expert financial planning, retirement strategies, and investment management solutions tailored to your unique goals.
Our comprehensive services include retirement planning, investment portfolio management, estate planning, efficient tax strategies, risk management, business succession planning, and wealth preservation. We specialize in helping individuals and business owners navigate financial complexities with confidence and clarity.
As a trusted Tampa Bay financial advisor, Mike Garcia combines industry-leading expertise with personalized service, earning 5-star reviews from clients throughout Hillsborough and Pasco counties. Whether you're planning for retirement, growing your investment portfolio, or protecting your legacy, our team delivers customized financial solutions for every stage of life.
Schedule your free financial consultation today in Tampa, Lutz, or Wesley Chapel and take control of your financial future.
Location
Mike Garcia, AAMS® - OneFlorida Financial Group
17953 Hunting Bow Circle, Lutz, FL
33558, United States
Hours
Reviews
5.0
38 reviews
5 stars
38
4 stars0
3 stars0
2 stars0
1 star0
- ANAnita NuttAug 5, 20255.0We first met Mike a couple years ago at a retirement info seminar. We were looking for someone in Florida to help us with our portfolio. Mike has proven to be very knowledgeable. He is attentive, helping with our needs and goals. We feel lucky to have found him.
- KKKeith KlentzJul 31, 20255.0Mike is awesome! He patiently worked with us to develop a solid plan to reach out goals and beyond. He really listens to our concerns and provides dynamic solution options based on our objectives. I would definitely highly recommend Mike to anyone looking to gain peace of mind with their financial goals.
- JNJameson NickelsJun 13, 20255.0I was looking for a trustworthy, knowledgeable and responsive team for my financial future as a young professional with a family, and Michael Garcia / OneFlorida Financial group is an answered prayer! Mr. Garcia walked me through all of my options for life insurance and took the time to help me understand the difference between each plan. I feel very confident in choosing the right plan, because I had the right financial advisor!
- WHWill HamiltonMar 30, 20255.0Mike has been a game-changer for my financial life. When my fiancee and I first met with him, we had this complex mix of W2 income, business revenue, and 1099 work - all of which made tax planning a genuine headache. What impressed me most wasn't just Mike's expertise, but how he took the time to understand our specific situation and future goals. He created a strategy that helped us navigate buying our first home while simultaneously planning for starting a family. Unlike other advisors I've encountered, Mike explains complex concepts clearly without making me feel like I'm missing something obvious. He's responsive when I have questions and genuinely seems to care about our success. If you're feeling overwhelmed by financial complexity like I was, Mike's the advisor you want in your corner. Easily the best financial decision we've made.
- BSBoris ShapiroFeb 6, 20245.0Mike has worked with my family and I and has been a great source of knowledge and support. He genuinely cares for people.
Frequently Asked Questions About Mike Garcia, AAMS® - OneFlorida Financial Group
Who is Mike Garcia and what financial services does he offer?
Mike Garcia, AAMS®, is a financial advisor with over 20 years of experience serving the Tampa Bay, Lutz, and Wesley Chapel areas, offering services including retirement planning, investment management, estate planning, and wealth preservation.
Where is Mike Garcia, AAMS® - OneFlorida Financial Group located?
The office is located at 17953 Hunting Bow Circle, Lutz, FL 33558, USA.
What are the office hours for Mike Garcia, AAMS®'s financial planning services?
The office is open Monday through Friday from 9:00 AM to 7:00 PM and closed on Saturdays and Sundays.
How can I schedule a financial consultation with Mike Garcia?
You can schedule a free financial consultation by contacting the office via phone at +1 720-839-7574 or sending an email to mgarcia@onefloridafinancial.net.
Is Mike Garcia affiliated with any professional financial organizations?
Yes, Mike Garcia is affiliated with several organizations, including OneAmerica Securities Registered Investment Advisor, FINRA, SIPC, Tampa Bay Financial Planning Association, and the Wesley Chapel Chamber of Commerce, among others.
What brands is Mike Garcia associated with for financial services?
He is associated with brands such as OneAmerica Securities, OneFlorida Financial Group, Array Accounting and Tax, Clark Capital, Asset Mark, and Morning Star.
What languages are supported at Mike Garcia's office?
Services are offered in English.
Can you tell me about nearby financial service providers to Mike Garcia's office?
Nearby financial service providers include Michael Garcia, Financial Advisor with OneFlorida Financial Group; Sandra Alexander, Wealth & Retirement Coach; DMK Advisor Group Tampa Bay; Mrs Credit Card; and Jose Sampoll at CrossCountry Mortgage, LLC.
Are there any nearby insurance agencies near Mike Garcia's office that clients might consider?
Yes, nearby insurance agencies include We Insure Tampa Bay, Felipe Guacache: Allstate Insurance, and Roy Hooker IV State Farm Insurance Agent, which can be useful for clients seeking insurance products.
What are some local businesses and attractions near Mike Garcia's office that customers might visit?
Nearby are real estate agencies like Coldwell Banker F. I. Grey & Son Residential and Florida Homes Realty & Mortgage, beauty and spa services such as Kim nails and Facial Creations Spa, as well as entertainment options like Time Lock Escape Room LLC.