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8:30AM - 5PM
8890 Salrose Ln #204, Fort Myers
Investing
8:30AM - 5PM
5237 Summerlin Commons Blvd #404, Fort Myers
Investing
“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.”
“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!”
9 AM - 5 PM
2180 W First St Suite 302, Fort Myers
Investing
“Cindy contact me about selling my property. I was first impressed with her professional detailed phone message and personally answered upon callback. She quickly answered my questions. No hassle, straight answers, honest and professional just the way business should be done. I couldn’t believe how fast it got listed! A pleasant experience selling property. Thank you so much!”
“At the Fort Myers branch, I had come in to finish my application and Barbara was so helpful. And I accidentally put in my wrong Social Security number which took a lot of extra work for them to do Katie and Barbara teamed up to get my account opened and I cannot thank them for their tireless efforts there, wonderful personalities and helpfulness and their customer service is beyond measure. I think both of them deserve a raise and if not, please make sure their Christmas bonus is the best one they ever had. Very grateful for them and for Charles Schwab for their diligent help to get me going Richard Lechler”
Investing
Investing
Investing
“Susan was our broker coordinating and selling our printing business.She was great to work with and always a phone call away. We werealways comfortable knowing she was handling it every step of the way.She is very professional, friendly and a pleasure to work with our highestrecommendation.”