GARRITY FINANCIAL PLANNING, LLC
ST.PETERSBURG, FLORIDA

Garrity Financial Planning, LLC, established on January 19, 2016, is a financial services firm based in St. Petersburg, Florida, with the filing number L16000012662. As a Floridian entity, specifically classified as FLAL, it operates out of its mailing address at 2553 1st Ave N, offering personalized financial strategies and planning for clients. Under the leadership of President James W Garrity, known for his comprehensive counseling on various financial matters including IRAs, retirement accounts such as SEPs SIMPLEs, and individual 401(k)s, the firm tailors plans aimed at achieving long-term objectives like wealth transfer, estate management, education funding, healthcare planning, and charitable giving. The company emphasizes forming enduring partnerships with clients by providing intuitive advice, assisting in navigating financial goals tailored to each client's aspirations including but not limited to business growth and personal legacy preservation. Garrity Financial Planning works closely with its clients' legal and tax advisors to create cohesive wealth management strategies that integrate well with overall financial plans. It also extends specialized support for small businesses seeking strategic advice on optimizing their financial position, leveraging growth opportunities while maintaining sound fiscal policies. By offering comprehensive estate planning assistance, alongside strategies to minimize tax burdens now and during retirement, the firm helps clients retain control over their assets aligned with future goals and objectives. This holistic approach ensures that wealth management is not only about preserving assets today but also successfully passing them down through generations. The organization can be reached at (727) 346-9500 or (727) 346-9508, with additional information available through its website, garrityfinancialplanning.com. The company is recognized by its Federal Employer Identification Number (FEIN): 81-1268672, and routinely files annual reports to maintain compliance with Florida’s regulations, with the last report filed on March 6, 2024.