Financial Advising in Naples, FL

3 locations found near Naples

“CCG is an accountant with business sense that is on your side. Brian Ellegard is a genius when it comes to dotting the i’s and crossing the t’s with the utmost regard for his clients. Alison Lovingood at the front desk is the composer for the orchestra. She keeps things in order, answering every call and email with the most pleasant demeanor. Well into my fifties and several accountants later for the first time in my life I can sincerely say, I love our accountant! I have nothing but gratitude for the last few years since I was fortunate enough to find CCG.”

5 Superb14 Reviews

“I met today with Nathan Cox. He is a knowledgeable financial advisor with a stronghold on market strategies. What I enjoyed most about Nathan was his ability to share his insight on various trends with the S&P 500, mutual funds, commodities, margin calls, penny stocks and putting a legacy in place for my family. He took the time to discuss various options... Patience and kindness is a rarity and I appreciate your ability to display professionalism and integrity with me. I came away being wiser and dare I say touched by your willingness to go above and beyond as a financial professional. Thank you Nathan!”

1.5 Poor10 Reviews