Charles Schwab has provided me with an exceptional experience through outstanding customer service,…read moreknowledgeable representatives, and a reliable investment platform. I appreciate their professionalism, security, research tools, and commitment to helping clients make informed financial decisions. Their 24/7 support gives me confidence that assistance is always available when needed. I highly recommend Charles Schwab as a trusted financial partner.

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!

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.

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.

The location is beautiful, and the building is spacious and well-maintained, but the customer…read moreservice was extremely disappointing. We walked in to perform some financial transactions and were greeted by an employee leaning against the coffee bar who immediately began asking for account information. When we explained that we were not comfortable discussing sensitive financial details in a public area with other customers within earshot, he directed us to a private office and asked us to wait. We sat there for 20 minutes, and no one ever came to assist us or even check on us. Meanwhile, there seemed to be plenty of employees standing around, getting coffee and hot chocolate, socializing with each other, and chatting with visitors. As we sat alone in the office under a security camera, waiting for help that never arrived, we couldn't help but wonder why we trust these people to handle our money. Beautiful facility, but the service was completely unacceptable. Our time is valuable and we departed without doing business.

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!

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.

I contacted Appraisals of Southwest Florida regarding an appraisal in connection with a potential…read moresale of property I own. The reason I contacted them is because they are accredited appraisers and have experience providing testimony in court. That type of experience demonstrates an extremely high level of professional expertise. When I called, Kathy answered the phone and after I explained my situation and why I needed and appraisal, she took the time to explain to me that I really didn't need one. She took the time to provide some excellent advice. Not only did she demonstrate her professional expertise during the conversation, but she also displayed something else - integrity. She could have accepted the engagement and walked away with a fee instead of explaining to me why it was unnecessary.

From the owner: Estate Planning Collier County, Financial Planning Collier…read moreCounty, REO/Short Sale/ Bankruptcy Appraisal Collier County, Divorce Appraisals Collier County, Construction Draws, Finals & Disaster Inspections Collier County, Pre-Listing & FSBO Valuations Collier County, Home Measurement Services Collier County, PMI/Mortgage Insurance, FHA/VA/USDA Mortgages Collier County, Bail Bond Collateral Appraisals Collier County, RUSH Appraisals Collier County, Tax Appeal Collier County,