BALART FINANCIAL LLC
PALM HARBOR, FLORIDA

BALART FINANCIAL LLC, founded by Pablo I. Balart in 2005, is a financial advisory firm headquartered in Palm Harbor, Florida. The company operates under the umbrella of J.W. Cole Advisors, Inc. (JWCA), providing tailored financial guidance aimed at helping clients achieve their aspirations and achieve confidence about their financial futures. While BALART FINANCIAL LLC offers comprehensive advisory services through JWCA, it does not extend legal, tax preparation, or accounting advice; those services are provided by external professionals unaffiliated with the firm. The company's advisors specialize in navigating complex systems like FRS, assisting numerous employees in planning for and transitioning to retirement. Pablo Balart brings over a decade of commitment to the financial services industry, including an executive management role overseeing regional operations in wealth management. He holds various professional credentials, such as Series 7 General Securities Representative registration, FINRA Series 24 Supervisory Registration, and is licensed as a Series 66 Investment Advisor Representative, alongside life, health, and variable annuity licensure in Florida. BALART FINANCIAL LLC's planning philosophy centers on client consultations offered at no initial cost, guiding individuals to map their financial paths effectively. The firm places high importance on compliance with legal jurisdictional regulations for its registered representatives when conducting business. More information about BALART FINANCIAL LLC can be found via their website at balartfinancial.com.