A Trust, Estate & Financial Planning Practice Helping Families plan for tomorrow.today.

General Info

Phillip G. Day, JD, LL.M, MBA, CPA/PFS, CFP represents his clients with professionalism and compassion in all matters, whether substantial or modest, complex or simple. The foundation for his success is not only his knowledge and expertise in the law, but his ability to build personal relationships with his clients as well. The needs of clients are varied and Phil prides himself on giving each client the confidence that he or she will be well advised. In addition to acting as a client advocate, Phil also serves as trusted advisor and friend. His clients soon learn that they can turn to a single source for thoughtful, well-informed guidance.

Extra Phones

Fax: 727-564-9883

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Categories

Financial Planning Consultants, Legal Service Plans, Tax Return Preparation, Wills, Trusts & Estate Planning Attorneys

Services/Products

Wills, Trusts, Powers of Attorney, Health Care Surrogate Designations Financial Planning, Investment Management, Life Insurance, Portfolio Management Individual tax return preparation

Payment Options

Brands

Henry Abts Trust, The Estate Plan

Location

Located in the Office Condominium complex, The Clusters at Oakhurst, in the far back two story building on the ground floor. The complex is one mile north of Park Blvd, on Oakhurst Road, directly west of the Publix Shopping center.

Accreditation

The Estate Plan

Associations

Florida licensed AttorneyFlorida Certified Public Accountant Personal Financial Specialist (AICPA) Certified Financial PlannerSeries 7 General Securities Representative Series 63 Uniform Securities Agent (Florida) Series 65 Investment Advisor RepresentativeFlorida licensed Life, Health & Variable AnnuityAgentFlorida Notary Public