Rolle, Locke & Key Wealth Management Group

Rolle, Locke & Key Wealth Management Group is an accounting and financial services firm in Tampa, Florida. The firm offers tax preparation and consultations for individuals and businesses, accounting and bookkeeping, estate planning, wills and trusts, life insurance, and commercial and residential real estate funding. It also provides one-on-one coaching for life and business, group coaching for groups of five or more, and technology and social media services covering AI audits, automation, digital products, funnels and websites. Services are available through mobile, in-person and virtual meetings, and the firm serves Spanish-speaking clients.

Rolle, Locke & Key Wealth Management Group describes itself as a woman- and family-owned business with more than 20 years of experience in the financial sector. Its team provides customized financial services and works with clients on tax preparation, wealth management, and life and business coaching. A dedicated technology team handles financial, marketing and business needs. The firm states that it works to give clients the skills and knowledge to take charge of their life, business and financial future.

During tax season, from January through April 15, operating hours run Monday through Friday from 10am to 7pm and Saturday from 10am.

The office sits on East Zack Street in downtown Tampa, steps from the Robert L. Timberlake Jr. Federal Building and its annex. The James J. Lunsford Law Library and the Tampa Fire Fighters Museum are both about a tenth of a mile away, as are Pierce Street and the Tampa Greyhound Bus Station.

Clients describe the firm as organized, professional and efficient, and praise its responsiveness on questions and its knowledge of tax law. Reviews also note help with credit, first-time homebuying and IUL life insurance, and the setup of family life insurance policies.

Services:

• Credit Assistance
• First-Time Homebuying Advice
• Income Maximization
• Life Insurance Policies
• Tax Management