This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Fraser Allport - the Total Advisor, LLC
- Financial Services
- Daytona Beach, FL
About this business
Specialties A Fiduciary and Certified Estate Planner - Financial, Retirement, Health Care, and Estate Planning. Total Planning from The Total Advisor.
Location details
2 Oceans W Blvd, Daytona Beach, FL, 32118, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | 9:00 a.m. to 5:00 p.m. | |
| Sun | Closed |
I have known Fraser for about 6 years while he was assisting my Parents on their investments. As a Certified Estate Planner, Fraser advised my Parents to draw up a Trust, as their documents were outdated. Fraser was always faithful about the Annual Reviews of my Parents' investments, and I attended a couple of those yearly reviews. Fraser is a patient Teacher, and I learned a lot at those meetings. When my Parents passed away, Fraser was there to guide me through their Estate process. Fraser then helped my brother an... read more
I worked for the State Of Florida & was getting ready to retire. I was in DROP, & didn't know beans about what to do with my money, or really anything about finance in general. I contacted Fraser, as I had seen his ads via Email, & advised him of my situation I spoke with Fraser on the phone & he gave me excellent advice & explained things in a way that made perfect sense, even to a "Layman" like me. We met in person & I had the same experience. He is extremely knowledgeable & cuts through the BS, & knows his stuff! Every ti... read more
Fraser Allport has been a formidable ally in helping me through my retirement. I never realized how much paperwork and follow up is involved. He definitely knows the ins and outs to achieve a smooth retirement. Thank you Fraser for all your help.
Frequently asked questions about Fraser Allport - the Total Advisor, LLC
How is Fraser Allport - the Total Advisor, LLC rated?
Fraser Allport - the Total Advisor, LLC has a 4.9 star rating with 54 reviews.
When is Fraser Allport - the Total Advisor, LLC open?
Fraser Allport - the Total Advisor, LLC is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com