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Cortez Wealth ManagementFinancial advisor in Oldsmar, FL

Cortez Wealth Management is a financial advisor at 3935 Tampa Rd Ste 3, Oldsmar, FL 34677, ranked #33 of 483 financial advisors in Oldsmar and rated 5.0 from 25 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Oldsmar, FLUpdated 0 paid placements in any rankingHow we rank

Call (813) 448-3446Website ↗

Key facts

Key facts about Cortez Wealth Management
Address3935 Tampa Rd Ste 3, Oldsmar, FL 34677Get directions
Phone(813) 448-3446
Websitecortezwm.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 25 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Oldsmar and 11 towns within 25 miles: Westchase, Safety Harbor, East Lake, Town 'n' Country, Citrus Park, Palm Harbor, Dunedin, Keystone, Carrollwood Village, Tarpon Springs and Greater Northdale.

Based in Oldsmar, FLView on map

Opening hours

Opening hours for Cortez Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Cortez Wealth Management

How is Cortez Wealth Management ranked in Oldsmar?

Cortez Wealth Management is ranked #33 of 483 financial advisors in Oldsmar by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Cortez Wealth Management’s hours?

Cortez Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Cortez Wealth Management serve?

Serves Oldsmar and 11 towns within 25 miles: Westchase, Safety Harbor, East Lake, Town 'n' Country, Citrus Park, Palm Harbor, Dunedin, Keystone, Carrollwood Village, Tarpon Springs and Greater Northdale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Cortez Wealth Management?

Cortez Wealth Management has a rating of 5.0 from 25 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Cortez Wealth Management?

Call Cortez Wealth Management on (813) 448-3446. The business is at 3935 Tampa Rd Ste 3, Oldsmar, FL 34677. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Cortez Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Cortez Wealth Management (this business)—705.0 (25)NoNo
Brittany Onstead: Primerica - Financial Services#31704.9 (74)——10.0 mi
Kingsbury Financial Advisors#32705.0 (73)NoNo12.0 mi
Kash Tax#34704.7 (177)YesNo15.5 mi

See all 483 ranked financial advisors in Oldsmar