Back when we first started working with Amy we were upside down on our home, had close to $80K in…read moredebt, owned 1 old car, and had less than $500 in our bank account. We were drowning and scared, certainly had no means to ever retire in our future. Far from it. Thank goodness we were in our late 30's at that point. Fast forward (with Amy's plan) three years later. We own our new home, in the best neighborhood, own 2 cars, 1 motorcycle, we travel the world, plan to retire in 6 years, and all with a million dollars. TRUE STORY. The only regret we have is we didn't start our financial journey with Nova sooner. Please don't wait, no matter how much you do or don't have. Make the call, set up an appointment. Amy and her team will help you every step of the way towards the financial goals you have. Things you never thought possible are truly real in their hands. We trust them, we rely on them, and owe our great success story to them. This team, this group, Any, is genuinely the best in the business. She cares about your needs, your goals, and gives you a direct path as to how to get there. Solutions and Success.

Nova Wealth Management is nothing short of outstanding! I have been with them for several years now…read more(since shortly after I retired 4 years ago) and I have the upmost faith and confidence that my portfolio is in the best of hands. Although, I am sure I am not their largest client, I always feel valued and know that they have my best interest(no pun intended) at heart. During 2 very turbulent market upheavals (the beginning of 45's presidency and at the beginning of the pandemic) when there was a major market downturn, not only did they correctly weather the storm, they took the time to call me, INDIVIDUALLY, to assure me they were monitoring my portfolio. As a new investor and a newly retired individual, this put my mind at ease, considerably. I can not recommend them highly enough. Anytime I encounter friends and associates looking for financial expertise, I them about Nova Wealth Management!

Dustin is the best! I was proudly one of his first clients!…read more He is so steady, balanced, reliable, kind, compassionate, knowledgeable, helpful, and intelligent! He is always there to help!

I've been working with Dustin and his team since 2017. It has been a wonderful experience. Dustin…read moreand his team are knowledgeable, efficient, personable and very easy to work with. He's helped me enormously with my finances and planning for retirement. I would definitely recommend him and his team at Rinaldi Wealth Management.

Quality and value are a must for me and CCG CPA provides just that! They deliver everything they…read morepromise!

I followed our prior accountant to CCG and have been pleased with their work. They have a great…read moreteam and are easy to talk to.

Chris Fahey is by far the best financial advisor I have ever been associated with. After my advisor…read morepassed away I found Chris and it has been nothing but a positive experience I even got him involved in a very complicated matter of our wills which he was willing to read and comment on. If you need someone who keeps up with what is going on this is your guy

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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