Keywords: establishment,finance,point_of_interest

Consumer Financial Services of Fort Myers - Fort Myers (FL)

Address: 🏡 4350 Fowler St #22, Fort Myers, FL 33901
Phone : +1 (239) 689-4120

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJu4U80GZr24gRk9VM2DqaWfo

Others Near Fort Myers,FL

  • Top 15 Financial Advisors in Fort Myers, FL

    09-2025 Consumer Financial Services of Fort Myers in Top 15 Financial Advisors in Fort Myers, FL
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    Abby Gallagher: Absolutely fantastic financial planners in this office. They are highly professional and know their stuff. The greatest thing I get out of working with them is a total boost of confidence financially and we all have a great time while doing it. James and his team are so warm and have great senses of humor. Not a dull affair!
    Philip Financial Group - Fort Myers
    Matt Weaver: Full disclosure: My company gets health insurance through Philip Financial Group. My experience with Philip Financial has always been extraordinarily great. Any time Ive had an issue or question they have responded within a day, and have even called the insurance company (they are a broker) to handle a few issues for me. On top of that, Ive recently engaged them for personal financial help/advice. Because my health policy is with them, I was not charged for the financial advice. The gentleman I worked with, Dwight, was very professional and helped turn several financial worries into very achievable goals. I cant speak for their work as far as their money services go, as Ive not worked with them in that realm.
    Freedom Financial Investment Advisor Group - Fort Myers
    Matty B: I use to paid out to irs every april. Went to Freedom and that stopped. They do a great job. Low flat rate the same for everyone. No fee for extra forms. My return was more than i expected. Screw HR Block. They cost me money. Freedom Financial is the best. Ask for Todd. He handled my famils returns for 15+ years.
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    Dawson Zahorian: Family Tree Financial Services provides the “Ritz Carlton experience with FedEx efficiency”. The highest quality advising and customer service. This is the premier wealth management group.
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    Eileen Daly: Soren and Annette are exactly what we were looking for in a financial advisor. Soren is smart, responsive and he has made us feel much more confident with our retirement. Both Soren and Annette are responsive to our questions and objectives. We tried retirement on our own for 3 years and we thought we were doing ok. AWA surpassed our results in the first year. We definitely recommend them!
    Roach Financial Services - Fort Myers
    Jeremy Wohlert: Easy to work with and always answers questions as to what is in your best interest.
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    Eric Stone: Absolute scam artists. They lure people trying to get into the industry but offer zero training or help whatsoever. All theyre trying to do is get a list of all your contacts in order to sell them. I wasted time and money on nothing more than a farming venture. Response to Below - You brought me on, new to the industry, and provided ZERO guidance or training. You requested I write down the contact info for 50 people I know and tried to copy it for your own ends. Im glad I stopped this from happening so my friends and family werent harassed. Ive spoken to other people who made the same mistake as I did, and they all had the exact same experience. Youre using candidates as a way to farm leads.
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    Matt Harris: Caleb is an excellent man of great character. Have genuinely enjoyed getting to know him and work with him. I have high confidence that you can trust him to work in your best interest as well.
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    Aaron J seiple: One man was OK nothing spectacular. Their percentage rates are really high like 35 or something like that. It’s good that they’re local and I can deal with them local but if I was at out of Florida and I was somewhere else, I don’t know how good they would be but definitely percentage rates are way out of.