This is the new location for the Naples office of Fidelity Investments. It moved about eight…read moremonths ago, and is now open basically across the street from the Charles Schwab office. Smallish lobby compared to the former location, but still has the better and more friendly feeling waiting area than Schwab. Coin toss as to which investment company is better.

Easily poorest customer service of any business. Spend their time saying you do the transfer…read moreyourself. We are in a temporary building. We don't have time for you. Why waste anyone's time, you make recommendations when you say you can't and they are always huge mistakes, if done.

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!!

After I received a sizeable inheritance, I found myself woefully unprepared to deal with it…read moreproperly. Admittedly, it's a good problem to have overall, but it can be overwhelming. The one thing I knew was to make sure whomever I chose do deal with was a fiduciary, not just a financial advisor, as there's a legal obligation for them to operate in your best interest. My boss sent me to AWA where I met with Soren; he walked me through my new financial existence and came up with a couple strategies to maximize my time in the sun. He had some really good ideas and now I'm much less nervous that I'm gonna mess this up. Definitely recommend!

I truly appreciate the way Soren and Advanced Wealth Advisors provide a comprehensive and…read morecustomized financial plan that provides one with confidence and peace of mind. Soren is a true professional and I highly recommend him.

Terry Schnare and Robert (Bob) Hoffman have created a wonderful environment to learn about…read moreinvesting as well as have your assets managed. I have worked with them for over a year and I can appreciate the over 30 years of experience each of them bring to the table. They are honest, intelligent and hardworking Wealth Managers. Bob is phenomenal at analyzing fixed income and Bond portfolios and Terry is a perfect compliment by maintain an amazing track record in equity portfolios. I encourage anyone that can to stop by and meet with these advisors. They will give you a FREE analysis of the fee's you are currently being charged and an assessment of what will happen to your current portfolio when the markets swing. It is worth the visit. You can even ask them for a reference and they will give you multiple. They have clean records on FINRA.org's advisor check and that is rare these days. I have lived in Chicago, Las Vegas, San Diego and Florida now and I have never found an advisor that does not try to push me or scare me into something I don't understand. These guys are the real deal. They also have amazing guest speakers like Louis Navellier and some guy from Yale. It's really great to be with this financial firm.

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.