Financial Planners in Venice

DG Advisors

333 South Tamiami Trail Ste 221, Venice

Sat Closed

“Dakota was absolutely amazing to work with. He took the time to sit down with us and explain everything about our finances and life insurance in a way that actually made sense and didn’t feel overwhelming. He was professional, patient, and genuinely cared about helping us make the best decisions for our family and future. You can tell he truly wants what’s best for his clients, not just to make a sale. We left feeling so much more confident, secure, and informed. Highly recommend Dakota and the team at DG Advisors to anyone looking for honest advice and real peace of mind!”

F5 Financial Planning: Retirement Planning & Investment Management

871 Venetia Bay Boulevard Ste 234, Venice

Sat Closed

“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”

365 Wealth Partners

304 W Venice Ave #201, Venice

Sat Closed

“I’ve worked with Joe for several years and have consistently been impressed by his knowledge and professionalism. He genuinely cares about his clients and takes the time to ensure they feel informed and confident in their financial decisions.”

Ferris Wheel Finance, Inc.

871 Venetia Bay Boulevard Ste 201, Venice

Sat Closed

FourThought Private Wealth

310 West Venice Avenue Suite 201, Venice

Sat Closed