Financial Planning I Fiduciary Financial advisor

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At Mintco Financial, we help our clients, and their families achieve their desired lifestyle and to become financially independent now and for the future.

We provide portfolio management services and integrated financial planning including Retirement Planning, Estate planning, Retirement Plans evaluations, Medicare Planning, and insurance reviews.

We avoid the impersonal, restricted, and packaged approach of larger finan-cial firms.

As a boutique wealth management firm with over
25 years of experience, we can offer our clients tailored and independent financial solutions.

Benefits

We work together with you and your family to develop your personal financial plan.

We always answer our calls personally.

We have a group of advisors that will help you in your own situation.

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We bring
you the best rates

from the top life/health insurance providers in your area. Simply click Get a Quote and provide a few quick details about yourself to see the best life/health insurance quotes available to you.

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Let’s work Together

In 2011, after both spending over 15 years in the financial industry, Mike in the north, and Lloyd in the south, met by fate at an industry leaders conference, and decided to partner together to bring their experience and expertise to their existing and future clientele.

Having backgrounds in both areas of health and wealth planning, they began discussing how nice it would be for their clients to know they could help solidify a plan that would ease their minds concerning their future healthcare needs as well as financial retirement goals.

Learning from the many conversations they had over the years with their clients and families, the two biggest concerns were always future healthcare expenses, and having enough income and assets to enjoy comfortably throughout their retirement years.

By combining forces and their firms, they opened a financial boutique in Tampa, Florida, while keeping the New York office to better assist their clients.

The story of Mintco Financial is a story of changing for the times, while keeping the way of doing business that never needs changing.

At Mintco Financial, we answer phones in person and build lasting relationships with our clients with regards to their personal dreams and lasting legacies.

We are not beholden to any one company’s product selection or operational restrictions.

This enables us to create individualized solutions for each client and fulfill our commitment to hold ourselves to the highest fiduciary standard.

“We welcome you to join our team as we continue our efforts in making a difference.” Sincerely,

Michael G. Minter (Managing Partner)
Lloyd S. Schneider (Managing Partner)

Team Mintco

Meet our Team of Associates that will be able to help assist you in your future financial goals. We have a knowledge pool of over 50 years of experience — thats not pushy like some of the big bloated dogs. We strive in making you feel right at home, because we know finance is not one of the more comfortable issues to discuss. We’re here to serve you.

Michael G. Minter

Michael G. Minter

Managing Partner

Lloyd Schneider

Lloyd Schneider

Managing Partner

Jon Tomeo

Jon Tomeo

Senior Associate

Anelise Minter

Anelise Minter

Marketing Director

Hunter Bowley

Executive Assistant

Giving back

We believe that no matter how big or small you may be as a company,

it’s important to make a difference.

We have been giving back to our community in many ways such as sponsoring events, donating our time, raising funds through the sale of our Albatross Golf Ball, educating young and older communities.

It’s not just the needs of our clients that we are concerned about, we want to go beyond the business side of things and help build a better community for everyone.

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