Top 15 Financial Advisors in Fort Myers, FL

tory bell I’ve had the pleasure of working with Derek Howe for over 7 years now, and I can confidently say that Derek is one of the most professional and trustworthy individuals I’ve encountered in the financial space. His deep expertise, clear communication, and genuine commitment to my financial well-being has made a significant impact on my long-term planning and peace of mind. Derek consistently takes the time to understand my ever-changing goals, explains complex concepts in a way that even I can understand, and always acts with integrity and transparency. I truly feel like I have a partner who is invested in my success and who consistently goes above and beyond to deliver exceptional service. If youre looking for someone who combines professionalism with a personal touch, I highly recommend Derek Howe, Howe Wealth Management without hesitation.

Mobile Oil Miami l had an amazing experience with FES Inc, they were able to lower my monthly payments from the $480 to 72 bucks a month. They were very communicative and clear throughout the whole process. They delivered as promised andbits brought my wife and I, Peace of mind. I dont have to worry about my annual certifications. I dont have to worry about managing my loans & they take full control of it all. I just sit back relax and live my life. We really appreciate the whole FES team!

Rebecca austin I highly recommend Steve Kongelf & his team. They are so helpful, and they took the time to make sure I was informed and comfortable with the entire process. Im excited to have them help me take the steps towards financial freedom!!

Naira Bishop Jesi is absolutely amazing! She came into my classroom as a guest speaker and spoke to us about financial literacy. Her session was really informative. My students were very attentive and asked so many great questions.We all walked away with a better understanding of budgeting, saving, and planning for the future. Thank you Jesi for everything!

Jared Webb Had a great experience at ML branch in Ft Myers. They explained the potential of my portfolio better than other investment firms could. Would highly recommend their services.

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.

Douglas McDaniel Very happy working with this corporation The owner has a big heart ! If you r looking to build credit or finance a car this is who you want to work with

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.

Daniel Billmeyer Bill was prepared to discuss all the new tax changes for seniors and strategies to prepare us for the future, moving funds into ROTH accounts now dependent on our previous years tax returns

Bradford Bateman I highly recommend Northrop Financial Group. Their professionalism is astounding and has been obvious from my initial consultation with Shane and Meghan. They have helped me convert my business from sole proprietor to S Corp and have made me aware of the benefits of doing so. I have had several questions along the way and Meghan has been very responsive and has always taken the time to answer my questions to my understanding. As a Realtor®, it has been difficult for me to maintain my bookkeeping throughout the year and burdensome come tax time, that is until I started working with Northrop Financial Group. Now, Meghan makes things very easy for me and maintains all of my records. I am now able to focus more on my income generating activities and continue to build my business. I am very grateful for the services Northrop Financial Group offers and for the customer service that I receive. Thank you!

Jo Wagner I have worked with the HWP for many years!!! They are friendly and so helpful! Very customer centered and available. I love the family atmosphere of the firm. I just bought a condo and they were integral to helping me get the place I wanted. I would recommend them to help with your financial needs!

Tran Ngan I’ve been working with Elizabeth for over 8 years now, and I can confidently say she’s one of the best in the insurance business. We’ve been through a lot together—multiple policies and assets—and she’s always been incredibly responsive, proactive, and helpful every step of the way. Elizabeth truly takes the time to find the best deals and coverage options, and she does it quickly and efficiently. I really appreciate her dedication and expertise. Highly recommend her to anyone looking for someone reliable and trustworthy in the insurance world!

Matt Balboni Working with Scott at Land Home Financial Services was amazing. He was there to help us through the entire process. Extremely easy to talk to and very good at making sure my wife and I understood everything. He was always available to answer any questions we had and trust me we had a lot! He was just a pleasure to deal with.

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.

Stephen Ridiculous in getting an appointment. It was a hassle for my 93 yo father to join me. $4 million to invest so I went elsewhere. Your comments below Mr. Renzy are WRONG. Your telemarketer would not let me bring my father to join me for ANY appointment. THEN I got upset as I had a good reason for it. He wanted to learn and invest too and cannot drive. Ludicrous!!!