Financial Planners in Venice

“Recently, I found myself emotionally ready for retirement but not financially. The team at DG Advisors created a plan for me that not only gave me peace of mind, but also left me with more disposable income to enjoy my retirement. I never thought this would be possible but due to the knowledge and diligence of the team, today I am happily retired!“

“My wife and I were introduced to F5 by a friend. We came into this totally blind, not understanding how any of this worked. Josh was very patient and worked with me so that I understood how the handling of our finances worked. I am not a tech savvy person. My wife is, but unfortunately, she passed away very early into our introduction with Josh. Again, I can’t state enough how patient Josh was working with me during my time of loss, and my lack of knowledge of how this works. I’m very pleased with the way everything has been handled and the advice and direction I that he has given me. I look forward to many years of expanding my financial assets, along with helping F5 grow and spread their business to more people. I recommend F5 to everyone that I meet and discuss about financial security. Thank you, Josh and Jennifer for all that you were doing.
Dan & Carla Richter“

“Joe is a wonderful Christian man. He is very honest. I trust him completely. And anyone that needs their services wouldn’t be disappointed with this group.“

“From my experience Scott Pinkerton and staff are experienced, knowledgeable and trustworthy. They have demonstrated caring and individual attention for my wellbeing and future Than you Mary Ann Hodge“

“If you want your money to work for you and not worry about retirement... go see Kate at Ferris Wheel Finance! Kate is one of the best listeners and provides simple, easy to understand solutions to complex financial situations! I highly recommend Kate at Ferris Wheel Finance“