Financial Planners in Fort Myers

“Absolutely fantastic financial planners in this office. They are highly professional and know their stuff. The greatest thing I get out of working with them is a total boost of confidence financially and we all have a great time while doing it. James and his team are so warm and have great senses of humor. Not a dull affair!“

“Ideal Retirement Solutions provided comprehensive insight delivering reset strategic financial goals to retirement and beyond. Their name speaks to their impressive subject-matter expertise.“

“When it comes to finding the right financial advisor there are specific attributes I look for. Honesty, knowledge, experience and trustworthiness exemplifies the company I want managing my money and future. Those attributes sum up exactly what you will find from Henderson Wealth Partners. The Henderson family goes above and beyond all expectations. I can not express how thankful I am for working with such a top tiered company. 10 out of 10 stars!!!“

“Leo and his team have taken care of my personal and business tax needs for quite a few years now. Always proactive in communicating with me well before deadlines and very responsive to my questions (even on tax day!!).“

“Jesi Crane is absolutely the best! Personable, approachable! She really can help anyone at ANY LEVEL! Financial literacy was so foreign to me, but she makes it easy, doesn't make you feel less for not knowing, and really just wants to help!!! Trust her. Connect with her. Have her speak to you team. Jesi is the WOMAN!“