Financial Planners in Venice

“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!“

“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“

“Had used Ferris wheel for a few years. Nothing but really good things to say about Jessica and Kate. They’re masters at their craft and will always drive you in the right direction. Thank you ladies for always helping me and guiding me straight.“

“Joe Mastroianni from 365 Wealth Partners has been a fantastic 'asset' (see what I did there?), to our retirement portfolio. He is an excellent listener and understands our personal goals. He has made important suggestions to improve our investments, and makes an effort keep us on track for retirement. We had met with some other money management firms prior to meeting Joe, but never felt a connection. Communication, knowledge and detail management are all on point. Highly recommend!“

“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“