Financial Planners near Bonita Springs

“I’ve never had a better experience with tax consultant as I did with Lisa Zahorian. She walked me through the benefits of different entity classifications, setting up the entity properly, multi state filings, and the intricacies of filing married filing joint vs. married filing separate. She can handle the most complicated returns with ease and speed. She asks the probing questions that no preparer thought to ask. I would HIGHLY recommend Tax & Financial Strategist, ask for Lisa, you won’t be disappointed!“

“Dustin is the best! I was proudly one of his first clients! He is so steady, balanced, reliable, kind, compassionate, knowledgeable, helpful, and intelligent! He is always there to help!“

“The PFS team goes above and beyond to listen and tailor financial advice for long-term planning. This group is the cream of the crop !!“

“Mackenzie Fluharty, Financial Advisor, really takes her time to understand your needs and planning for the future. Mackenzie has helped my wife and I put together a plan that will lower our student loan burden. I would highly recommended Naples Wealth Planning to achieve your goals.“

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“What can I say about Jamie that I don’t tell her all the time?! She’s absolutely AMAZING at what she does! I trust my entire family’s accounts with her and have referred her out to numerous friends and colleagues. If you want someone you can trust and who will always be transparent with you, your search is over, JAMIE IS YOUR GIRL!!!“

“I have had a number of financial advisors through the years and have often struggled with the feeling that they either were more concerned about their fee...or they would over-complicate the portfolio and process to justify their fee. After deciding to manage my own portfolio, I did find the need to have an independent professional review my plan. I found Trent Grzegorczyk. With some skepticism, we started talking and I very quickly found him to be exactly what I was looking for. He is clearly honest, trustworthy and completely focused on MY best interest. While the mainstream advisor community is often peddling the popular strategies at the time, Trent would often give a counter approach to the "popular" thinking, to make sure it actually makes sense for my situation (Roth conversions etc..). He goes out of his way to simplify the portfolio, minimize costs. I also appreciate his ability to give clear explanations, in easy to understand terms, as to my best options. Lastly, I found that he never made me feel rushed and always took what ever time was needed to make sure my questions were properly answered. As you can tell, I would absolutely recommend Trent.“

“Jason and the Summit Team have been wonderful to work with. They’re professional and communicate very well with us. We always feel their being transparent and make the appropriate financial changes necessary that make us both condor and successful. Would highly recommend them!“

“I highly recommend Faithward Advisors to anyone who is seeking a Biblical Responsible approach to managing your money. Knowing my investments are aligned with my values is really important to me. They also listened to me and helped me create financial goals.“

“George Kiraly is an honest, hard-working and knowledgeable financial planner. The personal attention and service I receive makes me feel very secure and confident. I am truly impressed with his diligence and professionalism. He always listens to my needs and is someone I can totally trust. I highly recommend George and his team. Top notch!“