Financial Planners in Naples

“Had a fantastic experience.
Kavin was very professional. Everything was explained in detail and understandable language about the complete process. Answered all my questions and handled some very specific needs for my situation.
All staff member are very nice.
Great Team of People!“

“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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“Trent has been our Financial Advisor for many years! He has always been extremely knowledgeable, helpful, trustworthy and a total pleasure to do business with! He has helped me grow my portfolio over the years and because of him I am looking forward to a wonderful retirement!“

“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 worked with Jeff Darwish and his Darwish Financial team for many years now and from the start he has always gone above and beyond what I have expected from a Financial Advisor. He is more like family to me than just an advisor. He definitely cares about my financial success and has been doing extremely well on that front, but he also cares about me as a person. We have had many discussions on personal matters, and I truly appreciate the feeling of care that I get from him. I would recommend Jeff and Darwish Financial to anyone who is looking to create a sound financial plan and have it monitored by someone who sees them as a person and friend not just another number.“

“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.“

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“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!“

“We have used Steve and his team for years for all of our investment, retirement and estate planning needs. He is incredibly knowledgeable and takes the time to know us and our needs. His recommendations are individualized and are made with our needs in mind. With other planners I felt the recommendations were made to give the planner the best commission. That is absolutely not the case with Steve: he recommends what is best for US. We have recently retired and we are very pleased with how our investments have done - Steve guided us well. Our trust has been well placed and we will continue to trust him to guide us well.“