I met today with Nathan Cox. He is a knowledgeable financial advisor with a stronghold on market…read morestrategies. What I enjoyed most about Nathan was his ability to share his insight on various trends with the S&P 500, mutual funds, commodities, margin calls, penny stocks and putting a legacy in place for my family. He took the time to discuss various options... Patience and kindness is a rarity and I appreciate your ability to display professionalism and integrity with me. I came away being wiser and dare I say touched by your willingness to go above and beyond as a financial professional. Thank you Nathan!

Unless you are very wealthy, I wouldn't recommend this firm. I called to make a face-to-face…read moreappointment with one of Schwab's financial advisers. The person I spoke with took some information (including net worth), and told me he would have someone get right back to me. Nobody ever called, texted, or emailed. Not my idea of service. Just goes to show you "money talks-B.S. walks." I'm guessing they look at me to be the latter!!

CSI Enterprise Inc. -Corporate Spending Innovations provides a specific line of controlled…read morefinancial payment products including business fleet fueling/maintenance payment cards, a corporate virtual payment and card solutions for corporate purchasing, travel and entertainment spending. Today CSI and its products operate in all fifty states including Canada, Mexico and the Caribbean, with operating subsidiaries involved in municipal tax reclamation, venture capital activities nationwide since 1989.

I tried three different financial companies before I found Edward Jones and I am so glad I did…read more Carrie went above and beyond all my expectations. I contacted Carrie with a huge sense of urgency for a big event happening in my life and she did not hesitate for one second. (Disclaimer: the process was not an easy one. It was complicated and time sensitive). I had a deadline to make and she did everything in her power to help me make that deadline. I could not have asked for a better experience; I just wish I had found her sooner. If you're looking for a financial advisor who takes into consideration your personal situation and doing what's best for you, look no further. I recommend Carrie at Edward Jones to anyone in the Naples area. Trust me, you won't be disappointed. P.S. For all Publix employees out there...Edward Jones is one of the few companies who accept Publix stock just FYI.

From the owner: Specializing in: - Investment Securities…read more- Investments - Mutual Funds - Retirement Planning Services - Financial Planning Consultants - Financial Services - Investment Advisory Service - Annuities & Retirement Insurance Plans - Stock & Bond Brokers

Bob Grace is polite until the ink is dried. I went to this guy thinking he was a Fiduciary,…read morepronounced "Fi-Douche_iary" keeping the middle accurate however his firm has a fiduciary on staff but he is not. FIrst red flag I missed. He sold me an annuity and what he said vs what was sold was not accurate. So for clarification, I reached back out to get some answers. He doesn't respond back once the ink is dried and I am locked in and he's made his profits and bonus. Truth is red flag #2 should have been when I walked in the office and I heard him yelling at his assistant about me. How she shouldn't spend time wasting and allowing me to speak extensively. There's a reason why I talk extensively, it's because I draw out people and try to get them to open up quickly and generally that works. It gives me a good indication of who the folks I deal with really are, but I was dealing with cancer and had so much on my mind, so I overlooked that red flag. This man is beyond rude, he's a snake oil salesman who is bitter and angry on the inside. Thats a dangerous combination. My only goo dofrtune is that I didn't ask for any additional advice of my entire portfolio.

I wanted estate planning. Not a life insurance sales pitch. Make up your mind of who you are?…read more Are you an attorney? Or an annuity salesman???

Bernie Bostwick's guidance through our financial plan was invaluable. He listened to our needs and…read morehelped us set goals for retirement. Their Naples office location is easy to find. Most if all I appreciate this faith-based firms's core values!

From the owner: We’re a team of financial advisors, retirement and estate planners serving individuals, families,…read morenonprofits, and small businesses from a Christian worldview. Our professionals at our FL offices know the financial planning life cycle and are equipped to help you with everything from asset management and investment planning, to legacy planning. We consult with nonprofits to help them succeed with planned giving programs and help businesses with succession planning, employee benefits (such as retirement plans), and more.

Care Right provides an invaluable service for those of us with aging parents. As we're in our prime…read moreincome earning years we can be faced with an incredible decision to make... to sacrifice for those who raised us. However, there are a myriad of options that I was not aware of until I came across Care Right and it's incredible staff. They are educated in all the various options from home health care to assisted living. Most importantly, they get to know your loved one and bend over backwards to find a solution that only meets their desire but the financial constraints as well. There is no reason to go through this alone... call the team at Care Right!

From the owner: Where is my aging loved one going to live? Who will provide their care? How will we pay for it?…read more Caring for an aging loved one can be overwhelming, especially when a crisis occurs or a family member acts as the primary caregiver. As the Concierge of Senior Care Planning, Care Right assists families all across the country in navigating the complexities associated with the aging process by managing crisis situations, developing a proactive Aging Plan and providing needed support to struggling caregivers. HOW WE HELP: We provide you and your family peace of mind by understanding your unique needs and developing a customized plan. * Step 1: Contact Us to schedule your free 30-minute consult * Step 2: Review Care Right "Welcome Packet" * Step 3: Move forward with services * Step 4: Experience relief, relationship restoration, and peace of mind knowing you have a customized Aging Plan developed, implemented, and your Grab 'N Go binder completed