You Must Climb Before

             You Can Enjoy The View

Meet James Spicuzza | Trust Group Financial
Equality
James  Spicuzza | Trust Group Financial | Equality

Your value is not measured by your net worth. 

Truth
James  Spicuzza | Trust Group Financial | Truth

You should always expect and receive the whole truth.

Simplicity
James  Spicuzza | Trust Group Financial | Simplicity

We'll talk to you in plain English and eliminate unnecessary confusion. 

Transparency
James  Spicuzza | Trust Group Financial | Transparency

You should understand exactly what you're paying for and what you're receiving. 

Full Circle Planning
James  Spicuzza | Trust Group Financial | Full Circle Planning

There is more to financial well-being than just investments. 

Knowledge
James  Spicuzza | Trust Group Financial | Knowledge

We have the knowledge, but equally as important, we share the knowledge with you to achieve your goals.

 
Direct: 727.939.9465
Toll Free: 877.800.2124
Successful Retirement Guide | James Spicuzza | Trust Group Financial
First, we have an initial meeting to learn about each other and establish our relationship. We determine your objectives to truly understand your unique situation.
From there, we take a look at current assets and existing plans and begin conceptualizing a cost-effective strategy tailored for you, collaborating every step of the way.
We then execute your plan so you can move forward into retirement with confidence and sleep well at night knowing your estate and retirement plan is in place.
Finally, our work is never done. We are committed to providing the highest level of service and support to build on our relationship. Our number-one priority is to create an experience that establishes a relationship that lasts a lifetime.
 

A Better Path Begins Today.

“A goal without a plan is just a wish.”

- Antoine de Saint-Exupéry 

 

The Trust Group Financial is an independent estate and retirement planning group serving the Tampa Bay community since 1985. For more than 32 years, we have specialized in helping people protect and preserve their hard-earned assets with strategies many financial professionals are unaware of.

From business continuation and key person buy-sell agreements, to retirement income strategies that guarantee our clients' assets will provide for them as long as they live. The Trust Group Financial team is here to help you. We also provide legacy, tax and estate planning techniques that seek to preserve the maximum amount of wealth and ensure that wealth will be there for our clients, ultimately passing that wealth directly to their beneficiaries without the expense and interference from attorneys and the probate court system.

We do many things at The Trust Group Financial, but our priorities are to serve our clients and put their interest first. We... read more.

 

James was born at St. Joseph Mercy Medical in St. Louis, Missouri, before parents Gary and Patricia Spicuzza moved their family of five to Clearwater, Florida, in 1981.

James’ father will tell you at a young age James always wanted to build something. He loved drawing and creating plans to build many things. The process of creating something from an idea was rewarding. His knack for thinking ahead and creating plans led to a desire to become an architect. Seeing buildings develop from nothing more than an idea and a piece of drafting paper was inspiring to him. Yet, there was one aspect missing from the career of an architect sitting in front of a drafting table: people.

James has a love for interacting with people. He enjoys constantly meeting new people, hearing about where they came from and where they are headed. He loves listening to his clients' stories and learning more about what makes them so amazing. Coincidentally, financial planning has many parallels to being an architect. Financial plans are... read more.

 

The New Path Achieves The Goal.

"Someone is sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

 
 
 

Protect Everything You've Achieved.

"Rule number 1: Never lose money. Rule number 2: Never forget rule number 1."

- Warren Buffett

 
James Spicuzza Trust Group Financial Radio Show
James Spicuzza Trust Group Financial Radio Show
 

Here at The Trust Group Financial Services, we want to keep you informed about topics we think could benefit you. Our blog, "The Sea of Financial Information" seeks to help keep you afloat and stay the course.

 

Read on for the latest and greatest news...

 
 
 

Want to know more about who we are and how we can help you? Attend our next event! We’d love for you to experience what The Trust Group Financial is all about. We truly enjoy educating, entertaining and keeping our clients informed.

Check our calendar as there’s always something going on!

LOOK NO FURTHER. LET'S GET STARTED TODAY.

The future depends on the actions you take today. Contact us now.

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We want to hear from you and encourage you to keep in touch! The Trust Group Financial Services proudly serves clients in our office and for your convenience at your residence. Choose the best option for you and let’s open the door to conversation and a lasting relationship. 

The Trust Group Financial Services, LLC.
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Monday - Friday: 9am - 5pm

Saturday: By Appointment

Sunday: Closed

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JAMESS SPICUZZA | THE TRUST GROUP FINANCIAL SERVICES | FLORIDA DEPARTMENT OF FINANCIAL SERVICES