Financial Advising in Fort Myers, FL
5 locations found near Fort Myers
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Financial Advising
Financial Advising
“Brian and his team are top-notch! My husband and I have learned and benefitted from Brian's financial advice for the past several years. We greatly appreciate his knowledge and steadiness throughout the ups and downs of the economy as well as prompt service and response to questions!”
Financial Advising
“We spoke with Soren from Advanced Wealth Advisors. He was absolutely wonderful! We had a difficult financial decision to make especially for people with limited knowledge in the area. Soren spoke in very easy terms to understand and was able to give us concrete advice! We are grateful.”
Financial Advising
Financial Advising
“Charles Schwab is an excellent company. This branch is the best. Friendly, smart, reliable and understanding. Opening accounts and transferring funds is probably their strongpoint. Must be almost 20 yrs being their client. Assistance with online trades and investment advice is always met with courtesy and warm smile. Only drawbacks are poor signage and location. But not enough to deduct a star. Currently, visits are by appointment only. Near Hilton Garden Inn Fort Myers and next to Caloosa Dental and Advanced Dermatology Specialties. Located on ground floor to the left once you enter building.”
“I have had good experiences with Massie & Associates. Charles is experienced in a wide variety of business. He's owned and run small businesses, he's a CPA, he's a certified financial planner, he knows insurance, he understands what entrepreneurs go through, and all that combined gives him a unique perspective. I give them five stars!”