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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 As a Certified Estate Planner, Fraser advised my Parents to draw up a Trust, as their documents were outdated.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 67 reviews.
When is Fraser Allport - the Total Advisor, LLC open?
Fraser Allport - the Total Advisor, LLC is closed now. It will open at 9:00 a.m.
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