Lehigh Acres, FL

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Best Financial Advisors in Lehigh Acres, FL

The highest-rated Financial Planning & Wealth Management firms out of 390 vetted & reviewed in the Lehigh Acres area.

Skloff Financial Group

Skloff Financial Group

(1)
“Unlike other advisors that post that they are simply CFP, Aaron's education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us.”
In Business Since 2006
Emergency Services
Transparent Fees & Pricing
Serving Lehigh Acres Area
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Reclaim My Funds

Reclaim My Funds

(3)
“It's not just the efficiency of their strategy but also the confidence and assurance it brings”
In Business Since 2020
Emergency Services
Free Initial Consultation
Serving Lehigh Acres Area
i
Market Strats

Market Strats

(3)
  • Investment
“He asks a lot of good questions to really get to know your situation and comes up with a customized plan that truly fits your needs, rather than trying to fit you into a “standard” model.”
Serving Lehigh Acres Area
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Mar Zia Ri Vera, Broker Southern World Class Realty

Mar Zia Ri Vera, Broker Southern World Class Realty

(1)
“If your looking to sell and buy a home in SW Florida, Mar Zia will get the sale done without "selling" you.”
Serving Lehigh Acres Area
i
Signet Financial Management of Southwest Florida

Signet Financial Management of Southwest Florida

(2)
“Met with Mr Berte and he set me up with a financial plan I am confident will take care of me in retirement and my family in the event something happens to me.”
Serving Lehigh Acres Area
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CPK Wealth Management

CPK Wealth Management

(5)
“I already had most of these needs, but there were a couple of questions asked of me that I had not thought of, so I am looking into those questions for the answers that I need.”
In Business Since 2018
12381 S Cleveland Ave Suite 102, Fort Myers, FL
i
D. Gates Wealth Management

D. Gates Wealth Management

(1)
Areas of Focus
“I was very satisfied and enlightened on what She outlined for me to achieve my financial goals.”
In Business Since 2013
923 Del Prado Blvd S #203, Cape Coral, FL
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Medley Advisory

Medley Advisory

(1)
“This is one of the best 5-star businesses I have been to.”
In Business Since 2010
27499 Riverview Center Blvd, Bonita Springs, FL
i
James M. Wesolowski, Cpa, P.A

James M. Wesolowski, Cpa, P.A

(13)
Business Consulting, Accounting and Bookkeeping, Estate Trust Tax Planning
“Jim Wesolowski is a true professional and has a wealth of knowledge with financial investment advice, prompt tax return processing, and he and his staff provided me with superior service both by email and in person.”
In Business Since 1996
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
2503 Del Prado Blvd S # 500, Cape Coral, FL
i
Markham Norton Mosteller Wright and Company

Markham Norton Mosteller Wright and Company

(19)
Prime Plus Services, Consulting, Tax Services
“From the front desk, to the executive assistant, to the tax professionals, I'm always impressed by the level of professionalism and care they apply to everything they do.”
In Business Since 2003
Licensed, BBB Rating: A+
8961 Conference Dr, Fort Myers, FL
i
Retallick Financial Group

Retallick Financial Group

(15)
Retirement Strategy, Annuities, Dental & Health Insurance
“Additionally, they provide various seminars and activities throughout the year for clients to attend and expand their education in the world of finance.”
In Business Since 2017
Licensed
Below Average Price Tag
27911 Crown Lake Blvd #247, Bonita Springs, FL
i
K Prus Advisory

K Prus Advisory

(13)
“From the moment we shook hands and sat down to speak about the scope of work I had called him for, it was obvious that across the table was a man who I knew would be a steward for every requirement I had, and a shield against the things I feared.”
In Business Since 2019
24301 Walden Center Dr Suite 300, Bonita Springs, FL
i
Grace Tax Advisory Group

Grace Tax Advisory Group

(1)
“Great professional Company!”
In Business Since 2005
Licensed, BBB Rating: A+
Accepts Check
13450 Parker Commons Blvd #103, Fort Myers, FL
i
Berger Wealth Management

Berger Wealth Management

(19)
  • Planning
  • Retirement
  • Questions
“Whether you are knowledgeable and already involved in investments or just beginning to understand and plan your financial needs for your future, Jamie will advise you and then you can sit back, relax and know your money is in good hands!”
In Business Since 2020
Serving Lehigh Acres Area
i
Prudent Financial Planning

Prudent Financial Planning

(10)
  • Goals
“Patrick and the Prudent Financial Team seamlessly walked me through transitioning my accounts and have taken the time to listen to my investment concerns and match me with investment opportunities that keep planet, people, and profit in mind.”
In Business Since 2017
Transparent Fees & Pricing
Serving Lehigh Acres Area
i
Advanced Wealth Advisors

Advanced Wealth Advisors

(19)
Financial Planning, Wealth Management, Investment Management
“He came up with a detailed plan and some of the points he made about the way I was invested were the actual concerns I had that made me realize I needed professional help.”
In Business Since 2010
Free Initial Consultation
Serving Lehigh Acres Area
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Nova Wealth Management

Nova Wealth Management

(4)
Family Office Services, Retirement Income Planning, Federal Retirement Planning
“Just put the money there and let it go, Wells Fargo never really updated us much; which we did not realize until my mothers passing; we just thought she kept it all aligned.”
In Business Since 2012
Free Initial Consultation
24311 Walden Center Dr Suite 200, Bonita Springs, FL
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Retirement Planning and Investment Management Services Estimated Cost in Lehigh Acres, FL 2022

Minimum cost
$1080
Maximum cost
$9180
National Average
$3240
Avg Per Hour Rates
$324
$2160
$5940
Fair price range based on 235 cost profiles
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Average Cost $3240
Minimum cost $1080
Maximum cost $9180
Avg Per Hour Rates $324

Fair range $2160 to $5940 is based on 235 cost profiles.

Why these companies made our list

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