In this crazy market, you definitely need an experienced, knowledgeable realtor and Brandy is just…read morethat plus more! She knows how crazy it is negotiating the sales of homes right now in Cape Coral and well, anywhere great to live these days! Of course it was a weekend and she had a funeral, but she was patient and understanding and went out of her way to help. We didn't get the house, but hopefully soon! M Y R E A L T O R

Brandy is the best realtor ever. She listens, asks great questions, only shows you properties that…read morematch your search criteria, and is super fun, while being professional. We were not from the area, so she helped us understand the different areas and pros and cons. You will not be disappointed- choose Brandy.

I was feeling good, but still somewhat uncertain about my financial future. Am I on track? Am I…read moresaving enough? Can I buy that new car? Soren helped me get a grip on my finances and really understand the big picture and what I need to feel secure. I appreciated that he took the time to learn what's important to me. We put together a great plan--and it's already paying returns. I feel good about the future and appreciate Soren's expertise.

Helped our family with consulting for growth planning for college. Very trustworthy and personable…read more Would highly recommend.

Grace had a a good business plan supposedly coordinating investments, CPA service and legal…read moreservice. They failed to follow thru. We associated with them 3 years and they messed our taxes up each year. Last year they did not file on a timely basis and we were fined $300.00. We were told by their agent Grace would reimburse us. Many calls to Grace but no reimbursement. They have since been sold to Tr-Found. No satisfaction there either. Grace and their associates are a dog and pony show. Not recommended. Gave 1 star in order to get this published. My credibility is 47 years starting, owning and operating a business.

Run don't walk! His advisory is two faced. He is an angry man inside this elderly poised demeanor…read more He doesn;t follow up after the ink is dry, sells really shitty annuities and doesn't disclose the truth about them until it's too late. He may have a book and talk show but he's not well liked by the community or his clients and staff who he berates behnd closed doors.

PMI Gulf Coast is an excellent vacation property management company. It is very professional and…read morethey provide a great guest experience and is very much dedicated to their property owners! I highly recommend this company to manage your vacation rental!

Use extreme caution when dealing with this company. We had a large tree limb spontaneously fall in…read moreour backyard, crushing our children's playhouse overnight. When we expressed our concern about the integrity of the tree (after it had been damaged by a fire 1 year ago), the property manager lied and stated it had been assessed by a certified arborist and deemed safe. Based on my home cameras, I knew this to be a lie. I hired an independent certified arborist who immediately advised the tree was a safety hazard to anyone living near it. Had I accepted their lie, I would have continued to let my children play under the tree and who knows what could have happened. Their willful negligence and dishonesty is unacceptable for anyone claiming to be a professional.

CLEAR TO CLOSE.... the best words you will ever hear! Ryan…read morewas excellent throughout our first home purchase. He went above and beyond to make it happen. If you are looking for someone you can trust and will always be in contact with you... look no further!

In early July my fiancé and I decided to look into possibly purchasing a home and Ryan was…read morerecommended to us by our realtor friend. Ryan guided us through every crazy step and worked hard to get us the financing we needed to purchase our dream home. While the process was long and crazy and seemed like it would never end...when we asked hundreds of questions and had occasional freak outs!...he was unflappable! He calmed us down, reassured us when necessary and answered every question we had. Ryan was professional, always available and I won't hesitate to use him again. We closed today on that dream home and I know that wouldn't have been possible without him!!

We have received the benefit of Tyler's expertise since 2011. He has been on target with all of…read morethe financial wisdom he has provided.

From the owner: Financial Planning, Investment Advising, Insurance Services, Investment Advisory, Long Term Care…read moreInsurance, Life Insurance, Commercial and Personal Insurance, Annuities, Medicare, Financial Services, Buy/Sell Agreements, Asset Management, Estate Planning, Business Succession Planning, Salary Continuation Plans, 401(k), IRA, Medical Insurance, Disability Insurance, Simple Plans, Deferred Compensation, Wealth Transfer Planning, Mutual Funds, Stocks, Bonds, Exchange Traded Funds, Unit Investment Trusts, Retirement Planning, College Funding,

Front desk now shared with TD Ameritrade. Apparently,…read moreCharles Schwab recently purchased TD Ameritrade. This office is still my easiest way to deposit checks into various accounts. Unable to open account nor transfer funds today. Will try again once online. Definitely less convenient than in the past.

Go somewhere else if you want to grow your money. Charles Schwab will not act on your behalf even…read morethough you pay advisor fees. I lost $400,000 and no advisor was available to assist or answer why they were not acting as my fiduciary when I was paying good money for their expertise to manage my money.

I recently attended a luncheon with Rezny Wealth, and as new clients, we couldn't have been more…read moreimpressed. We left feeling confident, secure, and reassured about our financial future. It's a great feeling knowing we're in such capable hands.

Wonderful help with my retirement finances. I love the staff. They are always attentive and…read moretrustworthy.

I was given full refund and I deposited the check. They…read moreproved their legitimacy. Thank you very much.

What a load of crap, these seminars make time shares look credible…read more #1 you can learn it all on Youtube for free #2 they qualify you online to "invest in RE" but they are actually looking to sell you one of their "Mentors" some young gung ho guy/girl who went through their course to help you make money for $40K #3 they LIE over and over but tell you that they are VETTED since they are part of a publically traded company they cant lie, if you look at the mkt cap of their stock, it's about $4MM when you consider their debt, they are upside down and cash flow comes from dump people willing to pay for their courses and mentors. Avoids at all costs