CPK Wealth Management - Fort Myers (FL)

5 /5 Karen Vaccari: My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.

5 /5 Jean Boyle: CPK Wealth Management has been an excellent financial advisor for us

5 /5 Terese Whelan: Chad is always available when we have questions about anything. He’s always on top of things and easy to reach and talk to. He’s very knowledgeable and up to date on the latest news and financial goings on.

5 /5 Phyllis Eygabroad: Since I have had CPK as my financial advisor, I have to say that they have met what I need for my retirement. They asked me where I wanted to be in the future financially & try to meet my expectations. They also asked me questions as to what I have for that retirement, like my will, living will, power of attorney, etc. I already had most of these needs, but there were a couple of questions asked of me that I had not thought of, so I am looking into those questions for the answers that I need. I would highly recommend this company for your financial investments.

5 /5 Matthew Pelger: Highly skilled financial planning with a personal touch.