Best Financial Advisors in North Fort Myers, FL

“They work hard to understand your business and personal needs, and communicate with you throughout the entire process to ensure all of your goals are being met and everyone is on the same page.”

“On top of that I feel very comfortable having him file personal and business tax returns without "leaving money on the table" while at the same time trusting him to always do so in an ethical and legal way, which I have not always felt from other com...”

“Over this period of time Don and his staff have been a joy to work with and have provided us with the comfort of knowing that our investments are secure and safe.”

“He is always available, always responds fast, and is always helpful, finding the best tailor made solutions that is right for us.”

“Lighthouse Wealth Management is a family owned and operated firm of knowledgeable, professional, and courteous people who genuinely care about their clients.”

“Love working with Reina, I have known her for years from a past business relationship and when I needed financial help, I knew who I would turn to, Reina Schlager.”

“Catherine is one of the most amazing and knowledgeable women in business and financial advising.”

“I feel one of the great services that James and his organization deliver is providing a level of certainty, comfort, knowledge and peace that goes far beyond the mechanics of the financial planning, advisory and tax preparation roles.”

“Awesome company Highly recommend there financial services”

“Great advice!”

“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.”

“His claims against Hainsworth, wealth advisory were denied by legal counsel of an insurance company (twice) and by the Florida Department of Financial Services.”

“Easy to work with and always answers questions as to what is in your best interest.”

“He handled my famil's returns for 15+ years.”

“Just as we take your financial planning seriously to help you prepare for a secure future, we are working together with the Waterstone team to help ensure continuity and provide a consistently high level of service now and in future. As we combine ou...”

“Normally I let my husband handle everything, but now that we are older, I knew it was time for me to have an idea of what was going on with our finances.”

“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...”

“I just bought a condo and they were integral to helping me get the place I wanted.”

“Something that I really enjoyed attending that seminar and the free consultation was that there was no pressure at all to use their services - honestly, I wasn't expecting it.”

“Steve is a great financial planner, I work for a tax and accounting company in Bonita Springs (Tax and Financial Strategists) and we refer many of our clients to him when they're in need.”