Best Financial Advisors in Bonita Springs, FL

“She is the epitome of professional and extremely knowledgeable in guiding you and your business to profitability while taking advantage of the rules in place to minimize your tax liabilities.”

“Konrad Prus has been extremely helpful in changing my Medicare to Medicare Advantage where I have less payout and more benefits including many of my prescriptions are now free.”

“She walked me through the benefits of different entity classifications, setting up the entity properly, multi state filings, and the intricacies of filing married filing joint vs.”

“Chad is excellent in all aspects of Financial Services!”

“This is one of the best 5-star businesses I have been to.”

“Great group of financial advisors.”

“The family is a dynamic entity composed of individuals with varying interests, abilities, needs and goals. Working with Legacy Family Office LLC, the family can remain cohesive through a framework that is designed to educate, encourage, empower and f...”

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”

“Kingdom Global Advisory Group, LLC provides services to those living in the Americas with a focus on Expats living abroad. As an expat, it is critical to seek the advice of an advisor that specializes in the unique situations living outside of the Un...”

“She showed me the power of compounding interest and how getting an early start, even with very little to put towards retirement at the time, could change my financial future for the better.”

“If you're looking for emphatic service, expertise beyond measure, and sound financial asvice in tandem top notch results — you needn't look anywhere else than Meghan at Northrop!”

“Not only did they do a great job preparing my taxes, but Mitchell went over my RSU/stock options to plan out the best way to exercise them each year to maximize my earnings.”

“Great professional Company!”